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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
CAM
626
Clarity Asset Management
Iowa
$1.03K
TFA
627
Transamerica Financial Advisors
Florida
$1K
FWP
628
FAS Wealth Partners
Kansas
$825
CWA
629
Carolina Wealth Advisors
South Carolina
$567
LFG
630
Larson Financial Group
Missouri
$567
DWM
631
Darwin Wealth Management
Florida
$360
NS
632
NBC Securities
Alabama
$119 -$114K -2,181 -100%
AWM
633
Atticus Wealth Management
Florida
$1
CMA
634
Cedar Mountain Advisors
Oregon
$1
Balyasny Asset Management
635
Balyasny Asset Management
Illinois
-$37.2M -692,806 Closed
Capstone Investment Advisors
636
Capstone Investment Advisors
New York
-$8.95M -166,601 Closed
Renaissance Technologies
637
Renaissance Technologies
New York
-$6.08M -113,200 Closed
MCC
638
Money Concepts Capital
Florida
-$2.19M -40,720 Closed
SFS
639
Sowell Financial Services
Arkansas
-$1.87M -34,730 Closed
Susquehanna International Group
640
Susquehanna International Group
Pennsylvania
-$1.44M -27,524 Closed
SCP
641
Sivia Capital Partners
California
-$1.06M -19,718 Closed
CSPIA
642
Cary Street Partners Investment Advisory
Virginia
-$1.04M -19,272 Closed
GLA
643
Good Life Advisors
Pennsylvania
-$664K -12,360 Closed
AWA
644
Arete Wealth Advisors
Illinois
-$567K -10,554 Closed
NA
645
Nottingham Advisors
New York
-$537K -10,000 Closed
ACM
646
AlphaStar Capital Management
North Carolina
-$316K -5,890 Closed
1WM
647
1900 Wealth Management
Texas
-$306K -5,696 Closed
BCI
648
Brinker Capital Investments
Pennsylvania
-$278K -5,176 Closed
OPS
649
Orion Portfolio Solutions
Nebraska
-$278K -5,176 Closed
PIA
650
Perennial Investment Advisors
California
-$263K -4,891 Closed

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.