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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
CSB
176
City State Bank
Iowa
$4.26M +$1.03M +19,475 +33%
SSWM
177
Smith Salley Wealth Management
North Carolina
$4.18M +$178K +3,370 +5%
FIM
178
Freedom Investment Management
Connecticut
$4.08M -$228K -4,322 -5%
MCM
179
MV Capital Management
Maryland
$4.08M +$130K +2,462 +3%
FA
180
FDx Advisors
Illinois
$4.02M -$46.3K -878 -1%
IFG
181
Independent Financial Group
California
$3.98M +$1.15M +21,764 +42%
WCWM
182
Wooster Corthell Wealth Management
Connecticut
$3.97M +$19.4K +368 +0.5%
EPP
183
ETF Portfolio Partners
Kansas
$3.88M -$345K -6,534 -8%
TPW
184
Transatlantique Private Wealth
New York
$3.87M -$59.4K -1,127 -2%
RWM
185
Revisor Wealth Management
Ohio
$3.82M -$442K -8,374 -11%
FAM
186
Forte Asset Management
New York
$3.82M -$736K -13,965 -16%
NGA
187
Naples Global Advisors
Florida
$3.81M +$1.05M +19,972 +39%
WA
188
Waverly Advisors
Alabama
$3.81M +$115K +2,179 +3%
Betterment LLC
189
Betterment LLC
New York
$3.81M +$2.4M +45,484 +179%
MPM
190
Meritage Portfolio Management
Kansas
$3.79M -$233K -4,414 -6%
RJT
191
Raymond James Trust
Florida
$3.75M +$1.67M +31,591 +83%
PW
192
Paladin Wealth
Minnesota
$3.71M +$3.64M +69,031 New
MFS
193
Mattson Financial Services
Michigan
$3.71M -$15.7K -297 -0.4%
CFAM
194
Center For Asset Management
Florida
$3.69M +$545K +10,331 +18%
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$3.49M +$4.28M +81,207 +500%
APIM
196
Agate Pass Investment Management
Washington
$3.43M +$43K +815 +1%
CTA
197
Chesley Taft & Associates
Illinois
$3.42M +$60.4K +1,145 +2%
ACA
198
Ackerman Capital Advisors
Texas
$3.42M +$80K +1,518 +2%
Citadel Advisors
199
Citadel Advisors
Florida
$3.42M +$3.35M +63,610 New
Corient Private Wealth
200
Corient Private Wealth
Florida
$3.41M +$1.78M +33,780 +114%

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.