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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
CFD
576
Creative Financial Designs
Indiana
$2.29K +$53 +1 +2%
ACM
577
Anfield Capital Management
California
$2.26K
ATS
578
Ashton Thomas Securities
New York
$1.5K -$2.79K -53 -65%
HI
579
Horizon Investments
North Carolina
$1.33K
CAM
580
Clarity Asset Management
Iowa
$1.07K
TFA
581
Transamerica Financial Advisors
Florida
$1K -$316 -6 -43%
FWP
582
FAS Wealth Partners
Kansas
$860 -$316 -6 -27%
LFG
583
Larson Financial Group
Missouri
$591 -$158 -3 -21%
CWA
584
Carolina Wealth Advisors
South Carolina
$591
KFI
585
Key Financial Inc
Pennsylvania
$447
VAMG
586
Voisard Asset Management Group
Michigan
$430 +$422 +8 New
DWM
587
Darwin Wealth Management
Florida
$376 +$369 +7 New
GM
588
GeoWealth Management
Illinois
$45 -$87.4K -1,657 -100%
CMA
589
Cedar Mountain Advisors
Oregon
$1
Toronto Dominion Bank
590
Toronto Dominion Bank
Ontario, Canada
-$15.4M -300,000 Closed
RWP
591
RWA Wealth Partners
Massachusetts
-$11.2M -219,420 Closed
Millennium Management
592
Millennium Management
New York
-$1.43M -27,941 Closed
SFC
593
Strategic Financial Concepts
Texas
-$40.1K -23,687 Closed
I
594
INVST
Indiana
-$587K -11,538 Closed
TCA
595
Transcend Capital Advisors
New Jersey
-$519K -10,119 Closed
HFA
596
High Falls Advisors
New York
-$508K -9,919 Closed
PCA
597
Prosperity Capital Advisors
Ohio
-$469K -9,148 Closed
MAWAG
598
Mid-American Wealth Advisory Group
Missouri
-$378K -7,365 Closed
MPW
599
MGO Private Wealth
California
-$344K -6,717 Closed
FCH
600
Freestone Capital Holdings
Washington
-$312K -6,096 Closed

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.