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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
AWM
351
Apollon Wealth Management
South Carolina
$573K -$14.3K -272 -2%
AWA
352
Arete Wealth Advisors
Illinois
$567K +$333K +6,308 +149%
FWA
353
FOCUS Wealth Advisors
Texas
$561K
HP
354
Hilltop Partners
Indiana
$560K -$26.4K -500 -5%
GS
355
GTS Securities
New York
$545K +$535K +10,140 New
NA
356
Nottingham Advisors
New York
$537K
WAS
357
Wealth Advisory Solutions
Indiana
$535K -$16K -304 -3%
MF
358
Meridian Financial
Massachusetts
$527K +$218K +4,128 +73%
SWA
359
Stratos Wealth Advisors
Ohio
$524K -$2.04M -38,761 -80%
P
360
&Partners
Tennessee
$521K +$512K +9,707 New
AWA
361
Arkadios Wealth Advisors
Georgia
$511K +$53.7K +1,019 +12%
IWC
362
Integrated Wealth Concepts
Massachusetts
$508K -$18.3K -347 -4%
BWM
363
Brophy Wealth Management
New Hampshire
$495K +$486K +9,213 New
CP
364
Cumberland Partners
Ontario, Canada
$491K +$482K +9,135 New
EAM
365
Eagle Asset Management
Florida
$481K -$182K -3,456 -27%
PFWA
366
Paces Ferry Wealth Advisors
Georgia
$480K +$50.8K +963 +12%
KWA
367
Kingswood Wealth Advisors
California
$478K -$173K -3,276 -27%
CCB
368
Country Club Bank
Missouri
$471K -$16.4K -311 -3%
CW
369
Channel Wealth
California
$471K -$14.3K -271 -3%
TCG
370
Transcendent Capital Group
Oklahoma
$469K +$580 +11 +0.1%
QWP
371
Quotient Wealth Partners
Texas
$469K -$428K -8,119 -48%
SWM
372
Seed Wealth Management
Illinois
$461K -$32.2K -610 -7%
ATC
373
Argent Trust Co
Tennessee
$460K
SFO
374
Stokes Family Office
Louisiana
$459K -$7.91K -150 -2%
SAM
375
Sawgrass Asset Management
Florida
$455K -$14.8K -280 -3%

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.