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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
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$7.77M +$3.38M +64,150 +80%
SPIA
127
Steward Partners Investment Advisory
New York
$7.71M +$228K +4,327 +3%
JE
128
JMAC Enterprises
Pennsylvania
$7.68M +$838K +15,887 +13%
DC
129
Destiny Capital
Colorado
$7.5M +$322K +6,106 +4%
BFC
130
Blue Fin Capital
Rhode Island
$7.48M +$1.75M +33,237 +31%
MA
131
Mutual Advisors
Nebraska
$7.45M -$841K -15,941 -10%
Citigroup
132
Citigroup
New York
$7.39M +$571K +10,831 +9%
Creative Planning
133
Creative Planning
Kansas
$7.37M -$296K -5,611 -4%
AWA
134
Adapt Wealth Advisors
Georgia
$7.29M +$1.37M +25,929 +24%
TF
135
Theory Financial
Colorado
$7.13M +$77K +1,461 +1%
GB
136
Gunma Bank
Japan
$6.98M
AWS
137
Atria Wealth Solutions
New York
$6.98M +$416K +7,881 +6%
HighTower Advisors
138
HighTower Advisors
Illinois
$6.85M +$52.1K +988 +0.8%
PAG
139
Private Advisor Group
New Jersey
$6.76M +$240K +4,551 +4%
AFG
140
Atomi Financial Group
New York
$6.74M +$2.09M +39,706 +46%
CCA
141
Checchi Capital Advisers
California
$6.72M -$57.5K -1,090 -0.9%
NA
142
NewEdge Advisors
Louisiana
$6.55M -$1.02M -19,279 -14%
BCWM
143
Bartlett & Co Wealth Management
Ohio
$6.52M -$7.43K -141 -0.1%
AIM
144
Aspen Investment Management
Michigan
$6.31M +$150K +2,844 +2%
JIR
145
James Investment Research
Ohio
$6.15M -$30.7K -582 -0.5%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$6.1M +$1.35M +25,571 +29%
Renaissance Technologies
147
Renaissance Technologies
New York
$6.08M +$1.24M +23,600 +26%
MWAM
148
Manhattan West Asset Management
California
$5.89M +$91.5K +1,735 +2%
SWG
149
Summit Wealth Group
Vermont
$5.83M -$626K -11,867 -10%
DWM
150
Destination Wealth Management
California
$5.78M +$142K +2,690 +3%

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.