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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
LFAS
601
Level Four Advisory Services
Texas
-$300K -5,845 Closed
WMA
602
West Michigan Advisors
Michigan
-$276K -5,392 Closed
AFP
603
Ausdal Financial Partners
Iowa
-$276K -5,389 Closed
AC
604
Arjuna Capital
North Carolina
-$273K -5,325 Closed
IAIM
605
International Assets Investment Management
Florida
-$262K -5,106 Closed
CAG
606
Csenge Advisory Group
Florida
-$259K -5,046 Closed
ZIM
607
Zacks Investment Management
Illinois
-$259K -5,045 Closed
CIS
608
Custom Index Systems
New York
-$256K -5,000 Closed
Prudential Financial
609
Prudential Financial
New Jersey
-$234K -4,555 Closed
CAI
610
Capital Advisors Inc
Oklahoma
-$210K -4,103 Closed
AAS
611
Ameritas Advisory Services
Nebraska
-$208K -4,062 Closed
EWA
612
EP Wealth Advisors
California
-$140K -2,726 Closed
LFA
613
LGT Financial Advisors
Texas
-$115K -2,246 Closed
MG
614
Mather Group
Illinois
-$89K -1,725 Closed
ANBT
615
American National Bank & Trust
Texas
-$80.9K -1,578 Closed
NP
616
NorthRock Partners
Minnesota
-$46.6K -909 Closed
TWP
617
Triad Wealth Partners
Kansas
-$39.8K -776 Closed
VAG
618
VisionPoint Advisory Group
Texas
-$37.8K -738 Closed
TWC
619
TD Waterhouse Canada
Ontario, Canada
-$23.8K -465 Closed
WWM
620
Wolff Wiese Magana
California
-$14.8K -289 Closed
KFS
621
Kelly Financial Services
Massachusetts
-$13.3K -259 Closed
TCM
622
Tradewinds Capital Management
Washington
-$11.6K -226 Closed
TJHA
623
Thomas J. Herzfeld Advisors
Florida
-$11.4K -222 Closed
RWMG
624
Redwood Wealth Management Group
New Jersey
-$10.8K -210 Closed
CPG
625
Cornerstone Planning Group
New Jersey
-$6.5K -124 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.