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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
B
76
Birchbrook
Maine
$17.2M +$271K +5,145 +2%
NC
77
NewSquare Capital
Pennsylvania
$16.8M +$681K +12,907 +4%
RC
78
Roundview Capital
New Jersey
$16.7M +$762K +14,451 +5%
Deutsche Bank
79
Deutsche Bank
Germany
$16.7M -$15K -285 -0.1%
CWP
80
Cyndeo Wealth Partners
Florida
$16.6M +$15.9M +300,800 +3,765%
ST
81
Sabal Trust
Florida
$16.3M -$8.02M -152,020 -33%
WAS
82
WESPAC Advisors SoCal
California
$15.9M +$5.87M +111,341 +60%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$15.7M +$484K +9,173 +3%
Osaic Holdings
84
Osaic Holdings
Arizona
$15.6M +$1.96M +37,084 +15%
ACA
85
Anchor Capital Advisors
Massachusetts
$15.4M -$293K -5,562 -2%
BHWM
86
Bar Harbor Wealth Management
New Hampshire
$15.3M -$577K -10,949 -4%
MFG
87
Mendota Financial Group
Wisconsin
$14.9M +$1.21M +22,936 +9%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.6M -$51.4M -975,614 -78%
AWE
89
Avidian Wealth Enterprises
Texas
$14.2M +$475K +9,014 +4%
Jane Street
90
Jane Street
New York
$14.1M +$13.3M +252,889 +2,666%
FA
91
Freestate Advisors
Kansas
$13.9M +$13.7M +258,877 New
HW
92
Hancock Whitney
Mississippi
$13.9M +$977K +18,521 +8%
Mariner
93
Mariner
Kansas
$13.8M +$60.4K +1,146 +0.4%
GGS
94
Galvin Gaustad & Stein
Arizona
$13.6M +$1.08M +20,534 +9%
SPC
95
Sigma Planning Corp
Michigan
$13.5M -$3.91M -74,098 -23%
SWP
96
Summit Wealth Partners
Florida
$13.3M +$88.7K +1,683 +0.7%
MML Investors Services
97
MML Investors Services
Massachusetts
$12.4M -$347K -6,578 -3%
GFG
98
Goldstone Financial Group
Illinois
$12.3M +$3.92M +74,268 +48%
PCG
99
Prosperity Consulting Group
Maryland
$12M +$11.8M +223,471 New
AAS
100
Avantax Advisory Services
Texas
$11.9M -$11.3M -214,881 -49%

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.