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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
CFGS
376
Concourse Financial Group Securities
Alabama
$582K -$82.4K -1,573 -12%
FCM
377
Fortis Capital Management
Washington
$578K +$8.69K +166 +2%
FSC
378
Full Sail Capital
Oklahoma
$565K +$995 +19 +0.2%
LWA
379
Lineweaver Wealth Advisors
Ohio
$559K -$221K -4,211 -28%
SB
380
Simmons Bank
Arkansas
$552K
MF
381
Meridian Financial
Massachusetts
$550K +$45.6K +870 +9%
FWA
382
FOCUS Wealth Advisors
Texas
$537K
HP
383
Hilltop Partners
Indiana
$537K
BPW
384
Bingham Private Wealth
California
$536K +$545K +10,401 New
AFW
385
Avantra Family Wealth
Pennsylvania
$528K +$537K +10,246 New
OMC
386
Old Mission Capital
Illinois
$524K +$532K +10,164 New
JWM
387
JPL Wealth Management
Colorado
$510K +$518K +9,893 New
AWM
388
Apollon Wealth Management
South Carolina
$508K -$41.9K -801 -8%
SSB
389
Sandy Spring Bank
Maryland
$489K +$267K +5,100 +116%
GRP
390
Global Retirement Partners
California
$485K -$112K -2,148 -19%
WAS
391
Wealth Advisory Solutions
Indiana
$477K -$36.1K -690 -7%
VCA
392
Verdence Capital Advisors
Maryland
$469K +$48K +916 +11%
SFO
393
Stokes Family Office
Louisiana
$463K +$24.1K +461 +5%
KAS
394
KPP Advisory Services
Kentucky
$462K +$42.5K +811 +10%
FTS
395
Fifth Third Securities
Ohio
$461K +$469K +8,953 New
SWP
396
Stratos Wealth Partners
Ohio
$458K +$147K +2,806 +46%
OIA
397
OneDigital Investment Advisors
Kansas
$457K -$109K -2,078 -19%
CW
398
Channel Wealth
California
$455K +$3.82K +73 +0.8%
PTC
399
Private Trust Company
Ohio
$454K +$77.8K +1,485 +20%
TCG
400
Transcendent Capital Group
Oklahoma
$451K +$733 +14 +0.2%

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.