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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
SSWM
401
Sheets Smith Wealth Management
North Carolina
$365K +$52.7K +1,000 +17%
KIM
402
Kestra Investment Management
Texas
$357K +$351K +6,651 New
FA
403
FC Advisory
Pennsylvania
$354K +$2.74K +52 +0.8%
BAM
404
Belpointe Asset Management
Nevada
$354K -$6.59K -125 -2%
CPRC
405
Consolidated Portfolio Review Corp
New York
$350K -$25.8K -489 -7%
BWP
406
BSW Wealth Partners
Colorado
$349K +$343K +6,500 New
WWM
407
Western Wealth Management
Colorado
$348K +$1.53K +29 +0.4%
PCMC
408
Paragon Capital Management (Colorado)
Colorado
$348K
BCM
409
Bourgeon Capital Management
Connecticut
$336K +$330K +6,252 New
PIA
410
Panoramic Investment Advisors
Colorado
$334K +$328K +6,218 New
HA
411
Hofer & Associates
California
$334K +$527 +10 +0.2%
PA
412
PFG Advisors
Arizona
$328K +$60.2K +1,142 +23%
SWP
413
Stratos Wealth Partners
Ohio
$327K -$138K -2,622 -30%
SCA
414
Snowden Capital Advisors
New York
$326K +$7.33K +139 +2%
SWP
415
SIMA Wealth Partners
Virginia
$321K
OWP
416
Obermeyer Wealth Partners
Colorado
$320K -$23.7K -450 -7%
ACM
417
AlphaStar Capital Management
North Carolina
$316K +$3.06K +58 +1%
PWW
418
Pettyjohn Wood & White
Virginia
$314K
CAG
419
Crestwood Advisors Group
Massachusetts
$313K -$34.8K -659 -10%
FA
420
Fiduciary Alliance
South Carolina
$310K +$5.06K +96 +2%
PWM
421
Perigon Wealth Management
California
$310K -$56.7K -1,075 -16%
BPAMU
422
BTG Pactual Asset Management US
New York
$308K +$313K +5,942 New
1WM
423
1900 Wealth Management
Texas
$306K -$22.2K -421 -7%
MM
424
Meridian Management
Arkansas
$303K -$19.1K -363 -6%
SWM
425
Seaside Wealth Management
California
$292K

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.