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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
LPL Financial
26
LPL Financial
California
$83.3M +$15.9M +303,203 +23%
KFAA
27
Klaas Financial Asset Advisors
Illinois
$77.9M +$478K +9,126 +0.6%
Goldman Sachs
28
Goldman Sachs
New York
$77.6M -$4.86M -92,783 -6%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$74.1M -$95.7M -1,828,118 -56%
Stifel Financial
30
Stifel Financial
Missouri
$73.7M -$4.41M -84,160 -6%
GI
31
Gradient Investments
Minnesota
$73.2M -$12.5M -238,530 -14%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$68.7M +$55.6M +1,061,901 +390%
GG
33
Greenwood Gearhart
Arkansas
$68.5M +$12M +228,493 +21%
Truist Financial
34
Truist Financial
North Carolina
$64.7M +$24M +457,792 +57%
KeyBank National Association
35
KeyBank National Association
Ohio
$61.7M +$1.93M +36,935 +3%
HTC
36
Haverford Trust Company
Pennsylvania
$60.7M +$2.32M +44,311 +4%
TPCW
37
TD Private Client Wealth
New York
$57.6M +$16.2M +309,753 +38%
Kovitz Investment Group Partners
38
Kovitz Investment Group Partners
Illinois
$56.7M +$3.29M +62,902 +6%
COCM
39
Charter Oak Capital Management
New Hampshire
$54.7M +$10.5M +199,795 +23%
AIA
40
Ally Invest Advisors
North Carolina
$47.8M +$1.99M +37,909 +4%
JP Morgan Chase
41
JP Morgan Chase
New York
$47M -$80.3M -1,534,175 -63%
AFI
42
American Family Investments
Wisconsin
$38.7M
DW
43
Dodds Wealth
Colorado
$38.5M +$2.53M +48,398 +7%
MCM
44
MAI Capital Management
Ohio
$37M +$37.6M +717,721 New
State Farm Mutual Automobile Insurance
45
State Farm Mutual Automobile Insurance
Illinois
$35M
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$34.6M -$817K -15,609 -2%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$34M +$3.86M +73,706 +13%
FFM
48
Flagstone Financial Management
Nebraska
$32.3M +$2.35M +44,896 +8%
SA
49
Scarborough Advisors
Maryland
$32.2M +$457K +8,732 +1%
DWM
50
Dakota Wealth Management
Florida
$29.8M +$7.73M +147,568 +34%

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.