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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
William Blair & Company
476
William Blair & Company
Illinois
$187K +$8.7K +165 +5%
HI
477
Harbour Investments
Wisconsin
$184K -$32.4K -614 -15%
TCM
478
TD Capital Management
Tennessee
$184K +$1.42K +27 +0.8%
EWA
479
EverSource Wealth Advisors
Alabama
$176K -$102K -1,926 -37%
ITIM
480
Indiana Trust & Investment Management
Indiana
$176K
CB
481
CNB Bank
Pennsylvania
$174K
PS
482
Principal Securities
Iowa
$167K -$8.02K -152 -5%
SS
483
Sunbelt Securities
Texas
$161K
Qube Research & Technologies (QRT)
484
Qube Research & Technologies (QRT)
United Kingdom
$148K -$15.6K -295 -10%
PA
485
Parallel Advisors
California
$147K -$83.1K -1,575 -37%
S
486
Sachetta
Massachusetts
$139K +$369 +7 +0.3%
MBFW
487
Morton Brown Family Wealth
Pennsylvania
$134K
HGERS
488
Householder Group Estate & Retirement Specialist
Arizona
$129K -$10.2K -194 -7%
HDIM
489
Hanson & Doremus Investment Management
Vermont
$123K -$5.12K -97 -4%
NS
490
NBC Securities
Alabama
$117K -$18K -341 -14%
SWM
491
Spire Wealth Management
Virginia
$112K
TH
492
TCTC Holdings
Texas
$110K +$108K +2,053 New
RIA
493
Realta Investment Advisors
Delaware
$109K -$457K -8,668 -81%
FCA
494
FinTrust Capital Advisors
South Carolina
$102K
BHWM
495
Beaird Harris Wealth Management
Texas
$97.8K
RPCA
496
Running Point Capital Advisors
California
$97.6K
GWM
497
Geneos Wealth Management
Colorado
$92.3K +$12.3K +233 +16%
SAM
498
S.A. Mason
Michigan
$91.9K +$90.2K +1,710 New
SRCM
499
Signature Resources Capital Management
California
$89.4K -$53 -1 -0.1%
HT
500
Headlands Technologies
Illinois
$89.1K +$87.4K +1,658 New

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.