We are live on ! Find out more
IGIB icon

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
YIA
351
YHB Investment Advisors
Connecticut
$711K +$105K +2,012 +17%
GS
352
GTS Securities
New York
$694K +$174K +3,332 +33%
VC
353
Vicus Capital
Pennsylvania
$690K +$35.8K +683 +5%
JWCA
354
J.W. Cole Advisors
Florida
$687K +$698K +13,334 New
RFM
355
Royal Fund Management
Florida
$669K -$1M -19,155 -60%
FA
356
Flagstar Advisors
New York
$663K +$16.3K +312 +2%
IWC
357
Integrated Wealth Concepts
Massachusetts
$652K +$168K +3,199 +34%
Focus Partners Wealth
358
Focus Partners Wealth
Massachusetts
$651K +$662K +12,646 New
DSC
359
Duncker Streett & Co
Missouri
$646K -$125K -2,391 -16%
KP
360
Keel Point
Alabama
$646K -$83.1K -1,587 -11%
HPM
361
Hoxton Planning & Management
West Virginia
$644K +$23.3K +444 +4%
NCFG
362
New Century Financial Group
New Jersey
$632K -$42.9K -820 -6%
NAM
363
NTV Asset Management
West Virginia
$628K -$157K -2,990 -20%
PFWA
364
Paces Ferry Wealth Advisors
Georgia
$626K +$168K +3,206 +36%
SWP
365
Sagespring Wealth Partners
Tennessee
$625K +$635K +12,124 New
VFPW
366
Vantage Financial Partners (Wisconsin)
Wisconsin
$623K -$76.7K -1,464 -11%
GIC
367
GFI Investment Counsel
Ontario, Canada
$617K
OFS
368
OneAscent Financial Services
Alabama
$616K +$626K +11,952 New
AF
369
Advisornet Financial
Minnesota
$615K -$305K -5,819 -33%
PA
370
Prossimo Advisors
California
$612K +$39.9K +761 +7%
VNIM
371
Vaughan Nelson Investment Management
Texas
$611K
P
372
&Partners
Tennessee
$587K +$89K +1,699 +18%
BCA
373
Bay Colony Advisors
Massachusetts
$586K -$10.3K -197 -2%
FHA
374
First Horizon Advisors
Tennessee
$585K -$54.7K -1,044 -8%
CP
375
Cumberland Partners
Ontario, Canada
$582K +$113K +2,165 +24%

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.