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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
WS
401
Wedbush Securities
California
$449K +$95.4K +1,822 +26%
CCB
402
Country Club Bank
Missouri
$448K -$3.67K -70 -0.8%
QWP
403
Quotient Wealth Partners
Texas
$443K -$7.07K -135 -2%
SWM
404
Seed Wealth Management
Illinois
$442K
OFG
405
Omega Financial Group
California
$441K +$6.7K +128 +2%
ATC
406
Argent Trust Co
Tennessee
$441K
AWA
407
Arkadios Wealth Advisors
Georgia
$440K -$50.6K -966 -10%
SAM
408
Sawgrass Asset Management
Florida
$437K
IP
409
Investment Partners
Ohio
$431K +$1.83K +35 +0.4%
AWM
410
Avior Wealth Management
Nebraska
$429K -$578K -11,043 -57%
B
411
Bellecapital
Switzerland
$425K
PA
412
Promethium Advisors
Maryland
$424K
AA
413
Ancora Advisors
Ohio
$416K +$42.2K +806 +11%
CCG
414
Ceeto Capital Group
Florida
$412K
SSWM
415
Sheets Smith Wealth Management
North Carolina
$411K +$61.6K +1,177 +17%
BCM
416
Bourgeon Capital Management
Connecticut
$411K +$90.2K +1,722 +28%
CAMG
417
CWA Asset Management Group
Florida
$398K +$405K +7,736 New
SGAM
418
Stephens Group Asset Management
Arkansas
$398K +$1.2K +23 +0.3%
Pictet Asset Management
419
Pictet Asset Management
Switzerland
$397K -$225K -4,300 -36%
XT
420
XTX Topco
Cayman Islands
$396K +$402K +7,683 New
EWA
421
Evolution Wealth Advisors
Florida
$392K -$21.7K -415 -5%
PFBT
422
Parkside Financial Bank & Trust
Missouri
$384K
WC
423
Wynn Capital
Georgia
$381K
ATPW
424
Ashton Thomas Private Wealth
Arizona
$381K +$387K +7,398 New
CB
425
Commerce Bank
Missouri
$371K

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.