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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
ClearBridge Investments
426
ClearBridge Investments
New York
$367K +$2.1K +40 +0.6%
CCFCSB
427
Cape Cod Five Cents Savings Bank
Massachusetts
$367K
NFG
428
Nations Financial Group
Iowa
$365K +$1.31K +25 +0.4%
BFA
429
Bragg Financial Advisors
North Carolina
$361K +$838 +16 +0.2%
WTC
430
WhitTier Trust Company
Nevada
$354K
BAM
431
Belpointe Asset Management
Nevada
$353K +$3.82K +73 +1%
NB
432
NBT Bank
New York
$350K
EH
433
Equitable Holdings
New York
$349K +$114K +2,178 +47%
IAS
434
Insigneo Advisory Services
Florida
$344K -$23.5K -449 -6%
WA
435
WESPAC Advisors
California
$342K -$1.16M -22,180 -77%
TIAA Trust, National Association
436
TIAA Trust, National Association
North Carolina
$341K -$13.3K -254 -4%
FA
437
FC Advisory
Pennsylvania
$338K -$1.47K -28 -0.4%
WWM
438
Western Wealth Management
Colorado
$337K +$2.57K +49 +0.8%
HA
439
Hofer & Associates
California
$336K +$16.2K +310 +5%
BWP
440
BSW Wealth Partners
Colorado
$335K
PCMC
441
Paragon Capital Management (Colorado)
Colorado
$334K
RCM
442
RMR Capital Management
California
$334K +$339K +6,477 New
SCTC
443
Sanibel Captiva Trust Company
Florida
$319K +$325K +6,200 New
MPW
444
Magnolia Private Wealth
Pennsylvania
$316K +$321K +6,128 New
RC
445
Rareview Capital
Nevada
$313K +$305K +5,821 New
SWP
446
SIMA Wealth Partners
Virginia
$310K +$2.2K +42 +0.7%
BPAMU
447
BTG Pactual Asset Management US
New York
$308K
SCA
448
Snowden Capital Advisors
New York
$307K -$5.66K -108 -2%
CPRC
449
Consolidated Portfolio Review Corp
New York
$307K -$28.9K -552 -8%
OWP
450
Obermeyer Wealth Partners
Colorado
$307K

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.