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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
CTC
501
Central Trust Company
Missouri
$80.2K -$15.2K -288 -16%
PB
502
Pinnacle Bancorp
Nebraska
$79K
EB
503
Eastern Bank
Massachusetts
$74.8K +$73.4K +1,392 New
MFC
504
Mechanics Financial Corp
Ohio
$71.1K
BF
505
BOK Financial
Oklahoma
$70.6K -$10.5K -200 -13%
CA
506
Clearstead Advisors
Ohio
$67.1K
IA
507
IFP Advisors
Florida
$66.9K -$3.85K -73 -6%
CB
508
Centennial Bank
Arkansas
$66.2K +$65K +1,233 New
NRC
509
New Republic Capital
North Carolina
$65.1K
CFO
510
CVA Family Office
Colorado
$64.2K
HWM
511
Hemington Wealth Management
Virginia
$60K +$60.6K +1,149 New
ACA
512
Aptus Capital Advisors
Alabama
$50.8K +$44.1K +836 +767%
SC
513
Steph & Co
Wisconsin
$49.7K +$48.8K +925 New
GJIA
514
Glass Jacobson Investment Advisors
Maryland
$46.3K +$316 +6 +0.7%
FAM
515
Family Asset Management
South Carolina
$44.7K -$100K -1,899 -70%
GWSG
516
GPS Wealth Strategies Group
Colorado
$42.2K
AFWM
517
Abich Financial Wealth Management
Virginia
$41K +$30.4K +577 +310%
VWWMG
518
Vermillion & White Wealth Management Group
Pennsylvania
$37.1K
1IA
519
1620 Investment Advisors
Massachusetts
$36.3K -$580 -11 -2%
AWM
520
AllSquare Wealth Management
New York
$34.9K
EWM
521
EPG Wealth Management
Georgia
$34.7K +$34K +645 New
WWP
522
WR Wealth Planners
Missouri
$33.5K
JAM
523
JCIC Asset Management
Ontario, Canada
$33.3K
SOS
524
Silver Oak Securities
Tennessee
$32.9K +$158 +3 +0.5%
BCV
525
Banque Cantonale Vaudoise
Switzerland
$32K -$21.1K -400 -40%

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.