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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
First Trust Advisors
126
First Trust Advisors
Illinois
$8.19M -$197K -3,754 -2%
BFC
127
Blue Fin Capital
Rhode Island
$8.02M +$859K +16,394 +12%
HWP
128
Highline Wealth Partners
California
$7.88M +$3.31M +63,278 +71%
SI
129
Stephens Inc
Arkansas
$7.71M -$578K -11,039 -7%
AFG
130
Atomi Financial Group
New York
$7.54M +$1.09M +20,801 +17%
National Bank of Canada
131
National Bank of Canada
Quebec, Canada
$7.52M +$77.3K +1,477 +1%
MA
132
Mutual Advisors
Nebraska
$7.51M +$210K +4,019 +3%
DC
133
Davenport & Co
Virginia
$7.47M -$5.39K -103 -0.1%
HighTower Advisors
134
HighTower Advisors
Illinois
$7.46M +$904K +17,257 +14%
DC
135
Destiny Capital
Colorado
$7.33M -$83.3K -1,591 -1%
AWS
136
Atria Wealth Solutions
New York
$7.27M +$589K +11,243 +9%
TF
137
Theory Financial
Colorado
$7.26M +$231K +4,406 +3%
Creative Planning
138
Creative Planning
Kansas
$7.12M +$50.2K +959 +0.7%
NA
139
NewEdge Advisors
Louisiana
$7.11M +$842K +16,076 +13%
Citigroup
140
Citigroup
New York
$7.1M +$12.8K +244 +0.2%
PAG
141
Private Advisor Group
New Jersey
$6.94M +$467K +8,920 +7%
MWM
142
Mittelman Wealth Management
Massachusetts
$6.82M -$3.33M -63,626 -32%
CCA
143
Checchi Capital Advisers
California
$6.53M +$86.8K +1,657 +1%
AIM
144
Aspen Investment Management
Michigan
$6.44M +$394K +7,515 +6%
BCWM
145
Bartlett & Co Wealth Management
Ohio
$6.37M +$117K +2,240 +2%
DLCIG
146
D.L. Carlson Investment Group
New Hampshire
$6.25M +$1.25M +23,944 +25%
Citadel Advisors
147
Citadel Advisors
Florida
$6.25M +$3.02M +57,724 +91%
MWAM
148
Manhattan West Asset Management
California
$6.04M +$390K +7,452 +7%
AC
149
Asio Capital
Kentucky
$5.96M -$5.45M -104,065 -47%
WA
150
Wealthstar Advisors
Texas
$5.79M +$5.89M +112,492 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.