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iShares 5-10 Year Investment Grade Corporate Bond ETF

585 hedge funds and large institutions have $11.5B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 229 increasing their positions, 190 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,338% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $21K

70% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 43

21% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 190

11% more funds holding in top 10

Funds holding in top 10: 4651 (+5)

5% more funds holding

Funds holding: 559585 (+26)

5% more capital invested

Capital invested by funds: $11B → $11.5B (+$523M)

1.77% less ownership

Funds ownership: 80.45%78.68% (-1.8%)

Holders
585
Holders Change
+26
Holders Change %
+4.65%
% of All Funds
8.4%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
0.73%
New
73
Increased
229
Reduced
190
Closed
43
Calls
$1.98M
Puts
$21K
Net Calls
+$1.96M
Net Calls Change
-$167K
Name Holding Trade Value Shares
Change
Change in
Stake
SF
301
SWP Financial
California
$958K -$125K -2,366 -12%
AF
302
Advisornet Financial
Minnesota
$954K -$1.05K -20 -0.1%
AWM
303
Adams Wealth Management
Utah
$947K -$31K -588 -3%
CI
304
CacheTech Inc
Utah
$947K -$31K -588 -3%
BSB
305
Bangor Savings Bank
Maine
$945K -$212K -4,019 -19%
WFAG
306
Wescott Financial Advisory Group
Pennsylvania
$944K +$1.37K +26 +0.1%
BCM
307
Brookstone Capital Management
Illinois
$922K +$131K +2,493 +17%
TPA
308
Trivium Point Advisory
Connecticut
$914K +$30K +569 +3%
BBWP
309
Beacon Bridge Wealth Partners
Pennsylvania
$907K -$66.4K -1,260 -7%
HIS
310
Horizon Investment Services
Indiana
$906K +$112K +2,119 +14%
SIMC
311
Squire Investment Management Company
Utah
$878K +$39.2K +744 +5%
HA
312
Herold Advisors
New York
$871K +$127K +2,404 +17%
MIFH
313
Migdal Insurance & Financial Holdings
Israel
$866K
CM
314
Columbus Macro
Pennsylvania
$863K +$144K +2,723 +20%
HPC
315
HM Payson & Co
Maine
$860K
TFP
316
Tilia Fiduciary Partners
North Carolina
$846K +$97.2K +1,843 +13%
HCM
317
Hengehold Capital Management
Ohio
$842K -$5.59K -106 -0.7%
SF
318
Synovus Financial
Georgia
$836K +$100K +1,901 +14%
BMCM
319
Burns Matteson Capital Management
New York
$825K +$809K +15,350 New
NAM
320
NTV Asset Management
West Virginia
$816K -$65.9K -1,250 -8%
LWA
321
Lineweaver Wealth Advisors
Ohio
$809K -$53.6K -1,016 -6%
DSC
322
Duncker Streett & Co
Missouri
$802K -$5.06K -96 -0.6%
LCGC
323
Legacy Capital Group California
California
$801K +$117K +2,218 +17%
RIG
324
RiverFront Investment Group
Virginia
$773K -$143K -2,717 -16%
KP
325
Keel Point
Alabama
$759K -$6.49K -123 -0.9%

IGIB Hedge Fund Activity: Q3 2024 in Review

585 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2024, worth a combined $11.5B — up 4.8% from $11B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new IGIB positions and 43 closed out — a net gain of 30 holders — while 229 added to existing stakes and 190 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $104M. The largest seller was Goldman Sachs, cutting an estimated $195M.

  • 585 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2024, up from 559 in Q2 2024.
  • Funds reported $11.5B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2024, up 4.8% quarter-over-quarter.
  • 73 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2024 and 43 closed out, a net change of +30 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2024 was Financial Engines Advisors, an estimated $104M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2024 was Goldman Sachs, an estimated $195M sold.

Based on aggregated 13F filings for Q3 2024.