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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
HIIFS
526
Harel Insurance Investments & Financial Services
Israel
$31K
CPA
527
Cardiff Park Advisors
California
$30.6K
UCI
528
Uncommon Cents Investing
Wisconsin
$30.1K +$29.5K +560 New
EW
529
Element Wealth
Mississippi
$28.2K -$14.6K -276 -35%
PA
530
PSI Advisors
Florida
$28K +$4.9K +93 +22%
ADL
531
Asset Dedication LLC
California
$27.2K +$26.7K +507 New
Fifth Third Bancorp
532
Fifth Third Bancorp
Ohio
$26.9K
HCA
533
Heck Capital Advisors
Wisconsin
$26.1K +$264 +5 +1%
SWA
534
SOA Wealth Advisors
New York
$25.8K +$264 +5 +1%
CB
535
Community Bank
New York
$25.1K -$1.48K -28 -6%
OSAM
536
O'Shaughnessy Asset Management
Connecticut
$25.1K +$25K +474 New
WA
537
WestEnd Advisors
North Carolina
$24.9K +$24.5K +464 New
RIL
538
Rothschild Investment LLC
Illinois
$24.4K
USB
539
Union Savings Bank
Connecticut
$24.2K
CSC
540
Caldwell Sutter Capital
California
$23.4K
VWM
541
Venturi Wealth Management
Texas
$21.9K +$21.5K +408 New
CA
542
Continuum Advisory
Idaho
$21.7K +$22K +418 New
MPWT
543
MassMutual Private Wealth & Trust
Connecticut
$20.4K -$672K -12,741 -97%
FF
544
Friedenthal Financial
New Jersey
$19.3K
CTA
545
Colonial Trust Advisors
South Carolina
$17.7K
PCMC
546
Planning Capital Management Corporation
Pennsylvania
$17.5K +$17.2K +326 New
OW
547
Olistico Wealth
Oklahoma
$15.2K -$42K -797 -74%
POIA
548
Pin Oak Investment Advisors
Texas
$15K
MA
549
Montag & Associates
Georgia
$14K +$13.7K +260 New
FWM
550
FSA Wealth Management
Massachusetts
$13.9K +$13.6K +258 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.