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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
ACA
101
Anchor Capital Advisors
Massachusetts
$12.4M -$2.4M -45,901 -16%
GB
102
Gunma Bank
Japan
$12.4M +$5.76M +110,000 +85%
MFG
103
Mendota Financial Group
Wisconsin
$12.2M -$2.13M -40,601 -15%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$11.6M +$5.8M +110,785 +98%
Comerica Bank
105
Comerica Bank
Texas
$11M +$2.73M +52,184 +32%
GFG
106
Goldstone Financial Group
Illinois
$10.9M -$871K -16,629 -7%
CM
107
Castleark Management
Illinois
$10.8M +$11M +209,704 New
AAS
108
Avantax Advisory Services
Texas
$10.8M -$663K -12,655 -6%
RWP
109
RWA Wealth Partners
Massachusetts
$10.7M +$10.9M +208,042 New
CPIG
110
Chicago Partners Investment Group
Illinois
$10.6M +$413K +7,878 +4%
LSIA
111
LaSalle St. Investment Advisors
Illinois
$10.5M -$101K -1,923 -0.9%
PCIA
112
Prime Capital Investment Advisors
Kansas
$10.3M -$736K -14,048 -7%
CIP
113
Capital Insight Partners
Arizona
$10.2M +$446K +8,510 +4%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$9.75M +$220K +4,200 +2%
QS
115
Quantitative Strategies
California
$9.6M +$209K +3,991 +2%
PF
116
Phoenix Financial
Israel
$9.47M +$573K +10,949 +6%
FLPIM
117
F.L. Putnam Investment Management
Massachusetts
$9.45M -$701K -13,390 -7%
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$9.34M -$659K -12,584 -6%
R
119
Rebalance
California
$9.08M +$323K +6,175 +4%
DADC
120
D.A. Davidson & Co
Montana
$9.04M -$1.33M -25,458 -13%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$9.03M -$8.2M -156,525 -47%
AWA
122
Adapt Wealth Advisors
Georgia
$8.64M +$1.68M +32,094 +24%
CT
123
Caldwell Trust
Florida
$8.53M +$1.02M +19,555 +13%
SPIA
124
Steward Partners Investment Advisory
New York
$8.53M +$1.15M +22,037 +15%
JE
125
JMAC Enterprises
Pennsylvania
$8.34M +$994K +18,985 +13%

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.