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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
MWA
601
Medallion Wealth Advisors
Connecticut
$7.98K +$8.12K +155 New
AG
602
AmeriFlex Group
Nevada
$7.88K +$7.96K +152 New
SWM
603
Sugarloaf Wealth Management
Georgia
$7.83K +$105 +2 +1%
TAM
604
Tucker Asset Management
Colorado
$7.73K +$4.45K +85 +131%
CTWM
605
Cherry Tree Wealth Management
Minnesota
$7.32K +$7.44K +142 New
VCM
606
Viewpoint Capital Management
Washington
$7.31K
MLA
607
MB, Levis & Associates
Pennsylvania
$6.8K
IRC
608
Investors Research Corp
Georgia
$6.18K
BCMLT
609
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.68K +$52 +1 +0.9%
BC
610
Barrett & Company
Rhode Island
$5.56K
CWM
611
Crowley Wealth Management
Delaware
$5.1K +$5.18K +99 New
SC
612
Stephens Consulting
Michigan
$4.95K
SIC
613
Salem Investment Counselors
North Carolina
$4.76K +$4.82K +92 New
CA
614
Clearstead Advisors
Ohio
$4.64K -$60.7K -1,159 -93%
AIC
615
Archer Investment Corporation
Indiana
$4.33K +$52 +1 +1%
CA
616
Continuum Advisory
Idaho
$3.35K -$18.5K -353 -84%
GEA
617
Glen Eagle Advisors
New Jersey
$3.3K
Q1WB
618
Quest 10 Wealth Builders
Virginia
$3.19K +$3.25K +62 New
HNW
619
High Note Wealth
Minnesota
$3.14K +$3.19K +61 New
AIM
620
Astor Investment Management
Illinois
$3.09K +$209 +4 +7%
MHR
621
Matthew Hamilton Rosenberg
$2.94K
CFD
622
Creative Financial Designs
Indiana
$2.23K
ACM
623
Anfield Capital Management
California
$2.16K
CWM
624
Centricity Wealth Management
Ohio
$1.75K +$1.78K +34 New
HI
625
Horizon Investments
North Carolina
$1.28K

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.