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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
RWM
526
Rialto Wealth Management
New York
$127K +$129K +2,469 New
HDIM
527
Hanson & Doremus Investment Management
Vermont
$117K
SWM
528
Spire Wealth Management
Virginia
$108K
TH
529
TCTC Holdings
Texas
$106K
KIM
530
Kestra Investment Management
Texas
$106K -$241K -4,600 -69%
PFT
531
Providence First Trust
Arizona
$103K +$105K +2,009 New
BHWM
532
Beaird Harris Wealth Management
Texas
$93.8K
William Blair & Company
533
William Blair & Company
Illinois
$91.6K -$89K -1,699 -49%
SAM
534
S.A. Mason
Michigan
$88.1K
SRCM
535
Signature Resources Capital Management
California
$85.7K
GPI
536
General Partner Inc
Pennsylvania
$85.5K +$86.9K +1,660 New
CTC
537
Central Trust Company
Missouri
$76.9K
RIA
538
Realta Investment Advisors
Delaware
$75.9K -$31.1K -593 -29%
PB
539
Pinnacle Bancorp
Nebraska
$75.7K
EB
540
Eastern Bank
Massachusetts
$71.7K
IA
541
IFP Advisors
Florida
$69.1K +$5.08K +97 +8%
SC
542
SouthState Corp
Florida
$62.8K +$63.9K +1,220 New
GJIA
543
Glass Jacobson Investment Advisors
Maryland
$62.7K +$18.6K +355 +41%
CFO
544
CVA Family Office
Colorado
$61.6K
MPWT
545
MassMutual Private Wealth & Trust
Connecticut
$59.8K +$40.8K +780 +205%
HWM
546
Hemington Wealth Management
Virginia
$59K
ACA
547
Aptus Capital Advisors
Alabama
$57.3K +$8.8K +168 +18%
T
548
Transce3nd
Texas
$47.9K +$48.7K +929 New
SIS
549
Sound Income Strategies
Florida
$46K +$34.8K +664 +290%
MFC
550
Mechanics Financial Corp
Ohio
$39.4K -$29.3K -560 -42%

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.