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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
PG
51
Proffitt & Goodson
Tennessee
$26.3M +$575K +10,902 +2%
PJSIMP
52
P.J. Schmidt Investment Management (PJS)
Wisconsin
$26.2M +$388K +7,362 +2%
GL
53
Graypoint LLC
New York
$26.1M +$3.87M +73,473 +18%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$25.8M -$7.7M -145,967 -23%
BB
55
Busey Bank
Illinois
$25.7M -$1.06M -20,104 -4%
BP
56
BCK Partners
New York
$24.4M +$2.87M +54,396 +14%
FPGK
57
Financial Partners Group (Kansas)
Kansas
$23.9M +$4.53M +85,875 +24%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$23.5M +$15.9M +302,457 +223%
DWM
59
Dakota Wealth Management
Florida
$23.1M +$9.14M +173,405 +67%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$22.6M +$7.03M +133,226 +47%
AFG
61
Arkansas Financial Group
Arkansas
$21.5M +$294K +5,582 +1%
DIP
62
DT Investment Partners
Pennsylvania
$21.3M +$614K +11,651 +3%
LG
63
Leuthold Group
Minnesota
$21.2M +$264K +4,997 +1%
CPSC
64
Carl P. Sherr & Co
Massachusetts
$19.9M +$1.23M +23,359 +7%
TFA
65
TPG Financial Advisors
Oregon
$19M +$523K +9,910 +3%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$18.1M
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$18M -$7.3M -138,411 -29%
Sumitomo Mitsui Trust Group
68
Sumitomo Mitsui Trust Group
Japan
$18M -$11.3M -214,322 -39%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$17.8M +$17.4M +330,039 +18,742%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$17.8M -$8.25M -156,405 -32%
AWM
71
Ameliora Wealth Management
Switzerland
$17.6M +$6.54M +123,940 +61%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$17.5M +$319K +6,048 +2%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$17.4M +$4.01M +76,022 +31%
GWM
74
GDS Wealth Management
Texas
$17.3M +$16.8M +318,383 +7,936%
Legacy Financial Group (Iowa)
75
Legacy Financial Group (Iowa)
Iowa
$17.3M +$258K +4,896 +2%

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.