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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
LFS
501
Lutz Financial Services
Nebraska
$206K
FIA
502
Foundations Investment Advisors
Arizona
$206K +$2.57K +49 +1%
EWM
503
Empirical Wealth Management
Washington
$206K -$11.8K -225 -5%
CIA
504
Capital Investment Advisors
Georgia
$203K +$206K +3,936 New
TW
505
Trajan Wealth
Arizona
$202K +$205K +3,922 New
MIA
506
MainStreet Investment Advisors
Illinois
$201K
SS
507
Sunbelt Securities
Texas
$194K +$39.3K +750 +25%
HNB
508
Huntington National Bank
Ohio
$193K
RPCA
509
Running Point Capital Advisors
California
$190K +$98.1K +1,873 +103%
CB
510
Centennial Bank
Arkansas
$189K +$128K +2,436 +198%
CIAS
511
Capital Investment Advisory Services
North Carolina
$189K +$786 +15 +0.4%
PAG
512
Paladin Advisory Group
Iowa
$185K +$524 +10 +0.3%
WB
513
Webster Bank
Connecticut
$185K
BA
514
Bellwether Advisors
Nebraska
$177K +$180K +3,441 New
EWA
515
EverSource Wealth Advisors
Alabama
$169K
ITIM
516
Indiana Trust & Investment Management
Indiana
$168K
CB
517
CNB Bank
Pennsylvania
$165K -$1.2K -23 -0.7%
TCM
518
TD Capital Management
Tennessee
$165K -$11.5K -219 -6%
PS
519
Principal Securities
Iowa
$165K +$4.71K +90 +3%
GWM
520
Geneos Wealth Management
Colorado
$159K +$71.4K +1,363 +79%
AFG
521
Albion Financial Group
Utah
$145K -$52.4K -1,000 -26%
PA
522
Parallel Advisors
California
$141K
S
523
Sachetta
Massachusetts
$132K -$1.1K -21 -0.8%
HI
524
Harbour Investments
Wisconsin
$129K -$48.5K -926 -27%
MBFW
525
Morton Brown Family Wealth
Pennsylvania
$128K

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.