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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
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$29.5M +$14.7M +280,621 +96%
TCM
52
Thoma Capital Management
Maryland
$27.4M +$27.9M +532,873 New
PG
53
Proffitt & Goodson
Tennessee
$26.3M +$1.1M +21,035 +4%
PMG
54
ProVise Management Group
Florida
$26.1M +$35.6K +679 +0.1%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$26.1M +$1.31M +25,027 +5%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$25.8M +$3.27M +62,359 +14%
PJSIMP
57
P.J. Schmidt Investment Management (PJS)
Wisconsin
$25.4M +$278K +5,308 +1%
GL
58
Graypoint LLC
New York
$23.8M -$1.19M -22,802 -5%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$23.1M +$1.55M +29,640 +7%
FT
60
Fiduciary Trust
Massachusetts
$22.8M +$13.3M +254,631 +135%
FPGK
61
Financial Partners Group (Kansas)
Kansas
$22.7M -$219K -4,173 -0.9%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$22.5M +$6.01M +114,724 +36%
Sumitomo Mitsui Trust Group
63
Sumitomo Mitsui Trust Group
Japan
$22.4M +$5.29M +101,092 +30%
BWAM
64
Boyd Watterson Asset Management
Ohio
$21.3M -$4.14M -79,000 -16%
DIP
65
DT Investment Partners
Pennsylvania
$20.8M +$327K +6,249 +2%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$20.2M +$2.97M +56,688 +17%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$19.4M +$2.35M +44,921 +14%
AFG
68
Arkansas Financial Group
Arkansas
$19.3M -$1.36M -25,882 -6%
TFA
69
TPG Financial Advisors
Oregon
$19M +$766K +14,631 +4%
GWM
70
GDS Wealth Management
Texas
$18.7M +$2.11M +40,333 +13%
BP
71
BCK Partners
New York
$18.3M -$5.22M -99,623 -22%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$17.4M
Legacy Financial Group (Iowa)
73
Legacy Financial Group (Iowa)
Iowa
$17.3M +$784K +14,965 +5%
BDF
74
Black Diamond Financial
Maryland
$17.2M +$6.64M +126,766 +61%
ACM
75
Advisors Capital Management
New Jersey
$17M +$17.3M +330,517 New

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.