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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
AIM
451
Alhambra Investment Management
Florida
$230K +$791 +15 +0.4%
EWM
452
Empirical Wealth Management
Washington
$227K -$303K -5,755 -58%
NWA
453
New World Advisors
Massachusetts
$227K +$2.43K +46 +1%
VIM
454
Vista Investment Management
Pennsylvania
$225K
TC
455
Trilogy Capital
California
$225K
FWIA
456
Fort Washington Investment Advisors
Ohio
$221K
RFO
457
RiverGlades Family Offices
Florida
$220K +$10K +190 +5%
FF
458
Farrell Financial
New York
$218K +$2.58K +49 +1%
RFC
459
Regions Financial Corp
Alabama
$217K
KWM
460
Kolinsky Wealth Management
New Jersey
$216K +$212K +4,025 New
LFS
461
Lutz Financial Services
Nebraska
$215K -$3.06K -58 -1%
FIA
462
Foundations Investment Advisors
Arizona
$213K -$76.7K -1,454 -27%
WQ
463
Wealth Quarterback
New Jersey
$212K -$8.33K -158 -4%
BBA
464
BLB&B Advisors
Pennsylvania
$212K +$208K +3,939 New
FCI
465
Financial Counselors Inc
Kansas
$211K +$207K +3,926 New
MIA
466
MainStreet Investment Advisors
Illinois
$210K +$206K +3,905 New
SFA
467
Sequoia Financial Advisors
Ohio
$209K -$10.9K -207 -5%
AFG
468
Albion Financial Group
Utah
$205K -$25.3M -480,652 -99%
CCA
469
Clearwater Capital Advisors
Illinois
$204K +$201K +3,803 New
HNB
470
Huntington National Bank
Ohio
$202K
AG
471
Ascent Group
Virginia
$201K -$178K -3,373 -47%
CWM
472
Centurion Wealth Management
Virginia
$200K +$197K +3,728 New
CIAS
473
Capital Investment Advisory Services
North Carolina
$196K +$188K +3,567 +4,148%
WB
474
Webster Bank
Connecticut
$193K
PAG
475
Paladin Advisory Group
Iowa
$192K -$138K -2,612 -42%

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.