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iShares 5-10 Year Investment Grade Corporate Bond ETF

628 hedge funds and large institutions have $11.8B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 270 increasing their positions, 164 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $299K

151% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 37

65% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 164

7% more funds holding

Funds holding: 585628 (+43)

2% more funds holding in top 10

Funds holding in top 10: 5152 (+1)

1.33% more ownership

Funds ownership: 78.68%80.02% (+1.3%)

3% more capital invested

Capital invested by funds: $11.5B → $11.8B (+$290M)

Holders
628
Holders Change
+43
Holders Change %
+7.35%
% of All Funds
8.27%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.68%
New
93
Increased
270
Reduced
164
Closed
37
Calls
$1.24M
Puts
$299K
Net Calls
+$942K
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
251
Voya Financial Advisors
Connecticut
$1.85M +$686K +13,093 +57%
EGA
252
Eagle Global Advisors
Texas
$1.85M -$51.1K -975 -3%
TC
253
TAGStone Capital
North Carolina
$1.81M -$1.78K -34 -0.1%
DAS
254
Dynamic Advisor Solutions
Arizona
$1.8M +$217K +4,136 +13%
CWA
255
Crux Wealth Advisors
California
$1.79M +$1.82M +34,806 New
Corient Private Wealth
256
Corient Private Wealth
Florida
$1.77M -$1.52M -29,105 -46%
GWM
257
GSB Wealth Management
Connecticut
$1.76M +$3.51K +67 +0.2%
BIA
258
Bigelow Investment Advisors
Maine
$1.74M +$166K +3,166 +10%
CIA
259
Concurrent Investment Advisors
Florida
$1.74M +$190K +3,622 +12%
RB
260
Renasant Bank
Mississippi
$1.73M -$625K -11,940 -26%
WT
261
Whittier Trust
California
$1.73M
PFA
262
Pinnacle Family Advisors
Missouri
$1.71M +$60.7K +1,159 +4%
BMCM
263
Burns Matteson Capital Management
New York
$1.64M +$864K +16,495 +107%
TA
264
TFB Advisors
Kansas
$1.63M +$26.9K +514 +2%
CSP
265
Cary Street Partners
Virginia
$1.63M +$1.65M +31,572 New
CAL
266
Capital Analysts LLC
Pennsylvania
$1.58M +$55.5K +1,059 +4%
ESL
267
Endurance Services Ltd
New York
$1.57M
AWA
268
Archvest Wealth Advisors
California
$1.56M +$14.6K +278 +0.9%
PPA
269
Pilgrim Partners Asia
Singapore
$1.55M +$1.58M +30,170 New
KWA
270
Kingswood Wealth Advisors
California
$1.54M +$1.1M +20,986 +236%
BEI
271
Benjamin Edwards Inc
Missouri
$1.52M +$487K +9,295 +46%
DPI
272
Diversified Portfolios Inc
Michigan
$1.49M +$298K +5,696 +25%
HFP
273
Holistic Financial Partners
Indiana
$1.48M -$26.6K -508 -2%
PWMG
274
Private Wealth Management Group
New Jersey
$1.47M +$118K +2,261 +9%
CICC
275
Capital Investment Counsel (Colorado)
Colorado
$1.41M +$176K +3,352 +14%

IGIB Hedge Fund Activity: Q4 2024 in Review

628 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2024, worth a combined $11.8B — up 2.5% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new IGIB positions and 37 closed out — a net gain of 56 holders — while 270 added to existing stakes and 164 trimmed.

The largest buyer was BlackRock, adding an estimated $232M. The largest seller was Prudential plc, cutting an estimated $152M.

  • 628 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2024, up from 585 in Q3 2024.
  • Funds reported $11.8B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2024, up 2.5% quarter-over-quarter.
  • 93 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2024 and 37 closed out, a net change of +56 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2024 was BlackRock, an estimated $232M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2024 was Prudential plc, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2024.