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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
EIG
426
Ellenbecker Investment Group
Wisconsin
$285K -$114K -2,157 -29%
BCI
427
Brinker Capital Investments
Pennsylvania
$278K -$260K -4,935 -49%
OPS
428
Orion Portfolio Solutions
Nebraska
$278K -$260K -4,935 -49%
SWA
429
Sax Wealth Advisors
New Jersey
$276K +$271K +5,134 New
TSWM
430
Tyler-Stone Wealth Management
Ohio
$273K +$134K +2,542 +100%
AWA
431
Acorn Wealth Advisors
Michigan
$271K
CC
432
Courier Capital
New York
$270K
LF
433
Lee Financial
Texas
$270K
EAM
434
Evanson Asset Management
California
$269K
AWM
435
AE Wealth Management
Kansas
$268K +$24.3K +460 +10%
LIM
436
Leavell Investment Management
Alabama
$267K +$262K +4,975 New
VCP
437
Verus Capital Partners
Arizona
$264K +$259K +4,916 New
RW
438
Rede Wealth
Virginia
$263K -$7.86K -149 -3%
AA
439
Apriem Advisors
California
$263K -$10.3K -195 -4%
PIA
440
Perennial Investment Advisors
California
$263K +$258K +4,891 New
LNB
441
Ledyard National Bank
$262K
BB
442
Berkshire Bank
Massachusetts
$261K
BFW
443
Brady Family Wealth
Missouri
$261K -$16.6K -314 -6%
WDC
444
Woodward Diversified Capital
California
$259K +$8.86K +168 +4%
CWM
445
Congress Wealth Management
Massachusetts
$255K +$31K +588 +14%
SW
446
Simplicity Wealth
New Jersey
$251K +$247K +4,679 New
EH
447
Equitable Holdings
New York
$247K +$19.6K +371 +9%
GCA
448
Gradient Capital Advisors
California
$243K +$238K +4,518 New
BAM
449
Berkshire Asset Management
Pennsylvania
$238K
SSB
450
Sandy Spring Bank
Maryland
$236K

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.