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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
DWM
151
Destination Wealth Management
California
$5.77M +$237K +4,522 +4%
DC
152
Darrow Company
Massachusetts
$5.72M +$286K +5,457 +5%
MOS
153
MGO One Seven
Ohio
$5.69M +$750K +14,313 +15%
FAIM
154
Financial Advocates Investment Management
Washington
$5.68M -$4.96M -94,741 -46%
KAS
155
Kestra Advisory Services
Texas
$5.63M -$25.9M -493,709 -82%
HWAM
156
Hennion & Walsh Asset Management
New Jersey
$5.57M +$494K +9,432 +10%
PIMG
157
Patriot Investment Management Group
Tennessee
$5.54M +$170K +3,239 +3%
Fisher Asset Management
158
Fisher Asset Management
Washington
$5.39M +$526K +10,044 +11%
HHRDM
159
H&H Retirement Design & Management
Nevada
$5.32M -$35.6K -680 -0.7%
FA
160
FDx Advisors
Illinois
$5.31M +$1.47M +28,149 +38%
GIM
161
Goelzer Investment Management
Indiana
$5.28M +$271K +5,184 +5%
HSBC Holdings
162
HSBC Holdings
United Kingdom
$5.25M -$41.1K -785 -0.8%
SWG
163
Summit Wealth Group
Vermont
$5.07M -$533K -10,170 -9%
SMI
164
Shelter Mutual Insurance
Missouri
$5.02M
JC
165
JB Capital
Connecticut
$4.87M +$170K +3,245 +4%
PBO
166
Peoples Bank (Ohio)
Ohio
$4.82M +$36.4K +696 +0.7%
CGFA
167
Colton Groome Financial Advisors
North Carolina
$4.81M +$4.89M +93,457 New
BCA
168
Bray Capital Advisors
Florida
$4.76M +$56K +1,070 +1%
HCP
169
Holt Capital Partners
Texas
$4.69M +$118K +2,248 +3%
VHAM
170
Van Hulzen Asset Management
California
$4.62M +$306K +5,843 +7%
EA
171
Enclave Advisors
Texas
$4.6M +$1.47M +28,043 +46%
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$4.6M +$245K +4,672 +6%
OAM
173
Oppenheimer Asset Management
New York
$4.59M -$22K -421 -0.5%
SAG
174
SageView Advisory Group
California
$4.54M -$145K -2,770 -3%
VW
175
Veridan Wealth
Oregon
$4.48M +$4.54M +86,712 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.