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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
GWSG
551
GPS Wealth Strategies Group
Colorado
$39K -$1.52K -29 -4%
VWWMG
552
Vermillion & White Wealth Management Group
Pennsylvania
$35.5K
AWM
553
AllSquare Wealth Management
New York
$33.5K
EWM
554
EPG Wealth Management
Georgia
$33.4K +$157 +3 +0.5%
SOS
555
Silver Oak Securities
Tennessee
$32.8K +$1.26K +24 +4%
JAM
556
JCIC Asset Management
Ontario, Canada
$31.9K
VWM
557
Venturi Wealth Management
Texas
$31.8K +$11K +210 +51%
HT
558
Headlands Technologies
Illinois
$31.6K -$54.7K -1,045 -63%
WWP
559
WR Wealth Planners
Missouri
$31.5K -$628 -12 -2%
GM
560
GeoWealth Management
Illinois
$30.8K +$31.3K +597 +59,700%
HIIFS
561
Harel Insurance Investments & Financial Services
Israel
$30K
KFGG
562
Keystone Financial Group (Georgia)
Georgia
$29.8K +$30.3K +579 New
CPA
563
Cardiff Park Advisors
California
$29.4K
MA
564
Montag & Associates
Georgia
$28.5K +$15.3K +293 +113%
SS
565
SBI Securities
Japan
$28.2K +$28.6K +547 New
VWM
566
Vermillion Wealth Management
Minnesota
$28.2K +$28.6K +547 New
EW
567
Element Wealth
Mississippi
$27.2K +$209 +4 +0.8%
WA
568
WestEnd Advisors
North Carolina
$26.9K +$3.09K +59 +13%
1IA
569
1620 Investment Advisors
Massachusetts
$26.3K -$8.64K -165 -24%
Fifth Third Bancorp
570
Fifth Third Bancorp
Ohio
$25.8K
SWA
571
SOA Wealth Advisors
New York
$25.1K +$419 +8 +2%
HCA
572
Heck Capital Advisors
Wisconsin
$24.4K -$681 -13 -3%
CB
573
Community Bank
New York
$24.1K
OSAM
574
O'Shaughnessy Asset Management
Connecticut
$23.6K -$838 -16 -3%
RIL
575
Rothschild Investment LLC
Illinois
$23.4K

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.