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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
Goldman Sachs
26
Goldman Sachs
New York
$85.9M -$195M -3,703,888 -70%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$84.9M -$16.4M -310,847 -16%
Stifel Financial
28
Stifel Financial
Missouri
$81.3M +$10.5M +199,961 +15%
KFAA
29
Klaas Financial Asset Advisors
Illinois
$80.8M +$183K +3,467 +0.2%
BlackRock
30
BlackRock
New York
$71.4M -$8.3M -157,395 -11%
LPL Financial
31
LPL Financial
California
$70.6M +$4.48M +84,999 +7%
KeyBank National Association
32
KeyBank National Association
Ohio
$62.4M +$1.07M +20,240 +2%
HTC
33
Haverford Trust Company
Pennsylvania
$60.9M +$1.99M +37,657 +3%
GG
34
Greenwood Gearhart
Arkansas
$59.1M +$3.37M +63,989 +6%
Kovitz Investment Group Partners
35
Kovitz Investment Group Partners
Illinois
$55.7M +$23.3M +441,472 +74%
AIA
36
Ally Invest Advisors
North Carolina
$47.8M +$1.26M +23,904 +3%
COCM
37
Charter Oak Capital Management
New Hampshire
$46.3M +$13.5M +255,313 +42%
TPCW
38
TD Private Client Wealth
New York
$43.4M +$4.84M +91,761 +13%
Truist Financial
39
Truist Financial
North Carolina
$42.9M -$652K -12,363 -2%
AFI
40
American Family Investments
Wisconsin
$40.4M
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$37.2M +$12.1M +229,059 +49%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$36.9M -$2.12M -40,285 -6%
DW
43
Dodds Wealth
Colorado
$36.9M +$1.19M +22,524 +3%
State Farm Mutual Automobile Insurance
44
State Farm Mutual Automobile Insurance
Illinois
$36.5M
SA
45
Scarborough Advisors
Maryland
$33.2M +$32.5M +617,210 New
KAS
46
Kestra Advisory Services
Texas
$32.4M -$925K -17,538 -3%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$31.5M +$8.05M +152,711 +35%
FFM
48
Flagstone Financial Management
Nebraska
$31.3M +$1.78M +33,781 +6%
PMG
49
ProVise Management Group
Florida
$27.1M +$1.23M +23,235 +5%
BWAM
50
Boyd Watterson Asset Management
Ohio
$26.5M +$11K +208 +0%

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.