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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
EPP
276
ETF Portfolio Partners
Kansas
$1.41M -$2.34M -44,680 -62%
ASN
277
Advisory Services Network
Georgia
$1.4M -$236K -4,497 -14%
BS
278
Banco Santander
Spain
$1.39M
EDRH
279
Edmond de Rothschild Holding
Switzerland
$1.36M -$475K -9,070 -26%
GVAG
280
Great Valley Advisor Group
Delaware
$1.34M +$51.8K +990 +4%
LBC
281
Lowe Brockenbrough & Co
Virginia
$1.33M -$28.3K -541 -2%
AI
282
Atria Investments
North Carolina
$1.31M -$123K -2,354 -8%
FPAS
283
Focus Partners Advisor Solutions
Missouri
$1.3M -$382K -7,285 -22%
Barclays
284
Barclays
United Kingdom
$1.27M -$97K -1,853 -7%
Luther King Capital Management (LKCM)
285
Luther King Capital Management (LKCM)
Texas
$1.25M
SAS
286
Stelac Advisory Services
New York
$1.23M
PFS
287
Prospera Financial Services
Texas
$1.23M -$6.44K -123 -0.5%
PAS
288
Park Avenue Securities
New York
$1.23M -$179K -3,427 -13%
AF
289
Allworth Financial
California
$1.22M +$47.6K +909 +4%
SAS
290
Sage Advisory Services
Texas
$1.21M -$423K -8,073 -26%
BP
291
BNP Paribas
France
$1.21M
BCM
292
Boltwood Capital Management
California
$1.21M +$9.69K +185 +0.8%
CL
293
Choreo LLC
Illinois
$1.2M +$74.6K +1,425 +7%
SC
294
Savant Capital
Illinois
$1.2M -$157K -2,990 -11%
NCM
295
Northwest Capital Management
Oregon
$1.19M
MWM
296
Meridian Wealth Management
Kentucky
$1.19M +$128K +2,449 +12%
PCM
297
Parsons Capital Management
Rhode Island
$1.18M -$35.5K -677 -3%
HPM
298
Hudson Portfolio Management
New York
$1.16M +$574K +10,960 +94%
OAS
299
Optivise Advisory Services
Tennessee
$1.15M -$17.2K -328 -1%
HH
300
Hilltop Holdings
Texas
$1.13M +$59.8K +1,142 +5%

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.