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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
BB
476
Berkshire Bank
Massachusetts
$251K
BFW
477
Brady Family Wealth
Missouri
$248K -$2.62K -50 -1%
PA
478
PFG Advisors
Arizona
$248K -$67.5K -1,288 -21%
KWM
479
Kolinsky Wealth Management
New Jersey
$242K +$35.5K +677 +17%
SW
480
Simplicity Wealth
New Jersey
$241K
CNBOF
481
City National Bank of Florida
Florida
$241K +$245K +4,679 New
FA
482
Fiduciary Alliance
South Carolina
$239K -$59K -1,126 -20%
PIA
483
Panoramic Investment Advisors
Colorado
$237K -$85.2K -1,626 -26%
GCA
484
Gradient Capital Advisors
California
$233K
AWM
485
AE Wealth Management
Kansas
$233K -$24.7K -471 -9%
AWM
486
Axxcess Wealth Management
California
$231K +$235K +4,483 New
AC
487
Apella Capital
Connecticut
$228K +$232K +4,431 New
AG
488
Ascent Group
Virginia
$226K +$34.7K +662 +18%
LWA
489
Lantern Wealth Advisors
New York
$223K +$227K +4,332 New
IJWM
490
Inman Jager Wealth Management
Mississippi
$221K +$225K +4,294 New
NWA
491
New World Advisors
Massachusetts
$221K +$3.35K +64 +2%
SWA
492
Sax Wealth Advisors
New Jersey
$220K -$45.1K -861 -17%
VIM
493
Vista Investment Management
Pennsylvania
$219K +$2.98K +57 +1%
FF
494
Farrell Financial
New York
$216K +$1.05K +20 +0.5%
TF
495
TME Financial
California
$216K +$210K +4,013 New
TC
496
Trilogy Capital
California
$215K
BBA
497
Braun-Bostich & Associates
Pennsylvania
$215K +$218K +4,166 New
FWIA
498
Fort Washington Investment Advisors
Ohio
$211K
EIG
499
Ellenbecker Investment Group
Wisconsin
$208K -$65.8K -1,257 -24%
CFP
500
Cypress Financial Planning
New Jersey
$207K +$210K +4,010 New

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.