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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
HCP
301
Hexagon Capital Partners
Arkansas
$1.11M +$88.9K +1,698 +9%
CM
302
Columbus Macro
Pennsylvania
$1.11M +$277K +5,295 +33%
PAS
303
PKS Advisory Services
New York
$1.1M +$1.12M +21,401 New
FMI
304
F/M Investments
District of Columbia
$1.1M +$1.12M +21,381 New
PCA
305
Peddock Capital Advisors
Massachusetts
$1.09M -$4.71K -90 -0.4%
AIP
306
Ameritas Investment Partners
Nebraska
$1.08M -$419 -8 -0%
TBT
307
Texas Bank & Trust
Texas
$1.08M +$1.1M +20,911 New
WA
308
Wambolt & Associates
Colorado
$1.07M -$31.2K -596 -3%
RTC
309
Real Talk Capital
Tennessee
$1.07M +$1.09M +20,802 New
HIP
310
HUB Investment Partners
Texas
$1.06M +$1.08M +20,578 New
TIA
311
Tiemann Investment Advisors
California
$1.05M -$369K -7,051 -26%
HA
312
Herold Advisors
New York
$1.03M +$203K +3,873 +24%
SIMC
313
Squire Investment Management Company
Utah
$1.01M +$173K +3,300 +20%
APWM
314
Anchor Pointe Wealth Management
Missouri
$1.01M +$1.02M +19,570 New
AIMU
315
Allianz Investment Management US
Minnesota
$1.01M -$262K -5,000 -20%
Cerity Partners
316
Cerity Partners
New York
$1.01M -$601K -11,471 -37%
TPA
317
Trivium Point Advisory
Connecticut
$978K +$72.3K +1,380 +8%
4WM
318
4J Wealth Management
Virginia
$975K +$42.7K +815 +4%
HGA
319
Hobbs Group Advisors
South Carolina
$935K +$13.3K +254 +1%
EWA
320
EP Wealth Advisors
California
$911K +$926K +17,682 New
Natixis Advisors
321
Natixis Advisors
Massachusetts
$909K +$302K +5,771 +49%
WFAG
322
Wescott Financial Advisory Group
Pennsylvania
$907K +$1.94K +37 +0.2%
SF
323
SWP Financial
California
$902K -$17.5K -335 -2%
GSEP
324
Golden State Equity Partners
California
$898K +$906K +17,295 +13,004%
DAS
325
Diversify Advisory Services
Utah
$897K -$10.7M -203,636 -92%

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.