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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
PWW
451
Pettyjohn Wood & White
Virginia
$306K +$5.24K +100 +2%
SAM
452
SignalPoint Asset Management
Missouri
$300K +$305K +5,815 New
MM
453
Meridian Management
Arkansas
$291K +$524 +10 +0.2%
SWM
454
Seaside Wealth Management
California
$280K
GWA
455
Genesis Wealth Advisors
Massachusetts
$277K +$281K +5,373 New
RFO
456
RiverGlades Family Offices
Florida
$274K +$64.2K +1,225 +30%
RF
457
Rossby Financial
Florida
$274K +$279K +5,324 New
MSAM
458
Moloney Securities Asset Management
Missouri
$271K +$275K +5,254 New
LF
459
Lee Financial
Texas
$270K +$11.9K +227 +5%
ALA
460
Atlas Legacy Advisors
California
$268K +$272K +5,196 New
CWM
461
Congress Wealth Management
Massachusetts
$266K +$21.7K +414 +9%
VCP
462
Verus Capital Partners
Arizona
$263K +$9.85K +188 +4%
EAM
463
Evanson Asset Management
California
$263K +$4.5K +86 +2%
TSWM
464
Tyler-Stone Wealth Management
Ohio
$262K
RFC
465
Regions Financial Corp
Alabama
$262K +$54.7K +1,045 +26%
LIM
466
Leavell Investment Management
Alabama
$260K +$3.93K +75 +2%
AWA
467
Acorn Wealth Advisors
Michigan
$260K
CST
468
Charles Schwab Trust
Nevada
$259K -$97.8K -1,867 -27%
RW
469
Rede Wealth
Virginia
$257K +$4.97K +95 +2%
WAP
470
Wealthcare Advisory Partners
Pennsylvania
$255K +$259K +4,943 New
CAG
471
Crestwood Advisors Group
Massachusetts
$253K -$47.7K -911 -16%
SWA
472
Stratos Wealth Advisors
Ohio
$253K -$254K -4,841 -50%
AA
473
Apriem Advisors
California
$253K +$314 +6 +0.1%
LNB
474
Ledyard National Bank
$252K
PWM
475
Perigon Wealth Management
California
$251K -$46.3K -885 -15%

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.