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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
DC
151
Darrow Company
Massachusetts
$5.67M +$716K +13,587 +15%
PIMG
152
Patriot Investment Management Group
Tennessee
$5.6M +$217K +4,107 +4%
HSBC Holdings
153
HSBC Holdings
United Kingdom
$5.52M -$3.31M -62,716 -38%
HHRDM
154
H&H Retirement Design & Management
Nevada
$5.45M +$285K +5,413 +6%
HWAM
155
Hennion & Walsh Asset Management
New Jersey
$5.3M +$176K +3,337 +3%
DLCIG
156
D.L. Carlson Investment Group
New Hampshire
$5.24M +$3.7M +70,103 +256%
GIM
157
Goelzer Investment Management
Indiana
$5.23M +$4.85K +92 +0.1%
MOS
158
MGO One Seven
Ohio
$5.17M +$4.08M +77,405 +412%
SMI
159
Shelter Mutual Insurance
Missouri
$5.09M
Fisher Asset Management
160
Fisher Asset Management
Washington
$5.08M -$407K -7,715 -8%
PBO
161
Peoples Bank (Ohio)
Ohio
$4.99M -$55.1K -1,045 -1%
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$4.94M +$4.02M +76,318 +489%
JC
163
JB Capital
Connecticut
$4.91M -$501K -9,503 -9%
BCA
164
Bray Capital Advisors
Florida
$4.91M
SAG
165
SageView Advisory Group
California
$4.89M +$4.8M +90,949 New
HWP
166
Highline Wealth Partners
California
$4.81M +$1.94M +36,701 +69%
OAM
167
Oppenheimer Asset Management
New York
$4.81M +$14.5K +275 +0.3%
BFA
168
Brown Financial Advisors
Ohio
$4.8M -$1.13M -21,346 -19%
HCP
169
Holt Capital Partners
Texas
$4.77M +$89.7K +1,701 +2%
UB
170
UMB Bank
Missouri
$4.74M -$318K -6,024 -6%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$4.54M +$623K +11,821 +16%
VHAM
172
Van Hulzen Asset Management
California
$4.51M -$303K -5,754 -6%
RFS
173
Retirement Financial Solutions
Tennessee
$4.45M +$35.9K +681 +0.8%
LFASL
174
Lugano Financial Advisors SA (LFA)
Switzerland
$4.41M +$293K +5,548 +7%
BCG
175
Breakwater Capital Group
New Jersey
$4.39M -$25.8K -490 -0.6%

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.