We are live on ! Find out more
IGIB icon

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
AWM
76
Ameliora Wealth Management
Switzerland
$16.9M -$13.9K -265 -0.1%
B
77
Birchbrook
Maine
$16.8M +$377K +7,192 +2%
WAS
78
WESPAC Advisors SoCal
California
$16.8M +$1.6M +30,609 +10%
LG
79
Leuthold Group
Minnesota
$16.5M -$3.89M -74,192 -19%
Osaic Holdings
80
Osaic Holdings
Arizona
$16.4M +$1.43M +27,258 +9%
CWP
81
Cyndeo Wealth Partners
Florida
$16.3M +$402K +7,668 +2%
RC
82
Roundview Capital
New Jersey
$16.2M +$204K +3,893 +1%
Mariner
83
Mariner
Kansas
$16M +$2.83M +53,993 +21%
Deutsche Bank
84
Deutsche Bank
Germany
$16M
NC
85
NewSquare Capital
Pennsylvania
$15.9M -$228K -4,357 -1%
MWA
86
MFA Wealth Advisors
Pennsylvania
$14.9M +$15.2M +289,612 New
CPSC
87
Carl P. Sherr & Co
Massachusetts
$14.9M -$4.22M -80,521 -22%
BHWM
88
Bar Harbor Wealth Management
New Hampshire
$14.5M -$151K -2,885 -1%
AWE
89
Avidian Wealth Enterprises
Texas
$14.3M +$788K +15,041 +6%
PCG
90
Prosperity Consulting Group
Maryland
$13.7M +$2.21M +42,131 +19%
ST
91
Sabal Trust
Florida
$13.6M -$2.03M -38,780 -13%
SC
92
Syon Capital
California
$13.5M +$13.7M +261,368 New
GGS
93
Galvin Gaustad & Stein
Arizona
$13.5M +$446K +8,507 +3%
Jane Street
94
Jane Street
New York
$13.4M -$70.9K -1,354 -0.5%
WIA
95
World Investment Advisors
California
$13.3M +$2.44M +46,649 +22%
HW
96
Hancock Whitney
Mississippi
$13.2M -$91.7K -1,751 -0.7%
FA
97
Freestate Advisors
Kansas
$13.1M -$212K -4,042 -2%
SPC
98
Sigma Planning Corp
Michigan
$13M +$30.1K +574 +0.2%
SWP
99
Summit Wealth Partners
Florida
$12.9M +$196K +3,749 +2%
MML Investors Services
100
MML Investors Services
Massachusetts
$12.6M +$749K +14,307 +6%

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.