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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
SIS
551
Sound Income Strategies
Florida
$12.3K +$3.74K +71 +45%
FFA
552
Founders Financial Alliance
North Carolina
$11.8K -$20.6K -391 -64%
WWMSC
553
Wagner Wealth Management (South Carolina)
South Carolina
$11.6K +$11.4K +216 New
LWANC
554
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.7K
NL
555
NEPC LLC
Massachusetts
$9.62K
RFS
556
Richardson Financial Services
Massachusetts
$9.23K
CHC
557
City Holding Co
West Virginia
$9.13K
RF
558
Robinswood Financial
Washington
$9.08K
RA
559
Rise Advisors
New York
$8.73K +$8.6K +163 New
SWM
560
Sugarloaf Wealth Management
Georgia
$8.04K +$105 +2 +1%
VCM
561
Viewpoint Capital Management
Washington
$7.64K
GSEP
562
Golden State Equity Partners
California
$7.14K -$827K -15,690 -99%
MLA
563
MB, Levis & Associates
Pennsylvania
$7.09K
IRC
564
Investors Research Corp
Georgia
$6.45K
MIA
565
MeadowBrook Investment Advisors
Michigan
$5.91K
BCMLT
566
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.86K
BC
567
Barrett & Company
Rhode Island
$5.8K +$5.7K +108 New
SC
568
Stephens Consulting
Michigan
$5.16K
AIC
569
Archer Investment Corporation
Indiana
$4.45K +$1.9K +36 +77%
TAM
570
Tucker Asset Management
Colorado
$3.49K
CAS
571
Coppell Advisory Solutions
Texas
$3.44K -$13.2K -250 -80%
GEA
572
Glen Eagle Advisors
New Jersey
$3.44K
MHR
573
Matthew Hamilton Rosenberg
$3.06K
AIM
574
Astor Investment Management
Illinois
$3.01K -$15.4K -292 -84%
BL
575
Balentine LLC
Georgia
$2.63K +$2.58K +49 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.