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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
BCG
176
Breakwater Capital Group
New Jersey
$4.43M +$224K +4,271 +5%
FIM
177
Freedom Investment Management
Connecticut
$4.3M +$396K +7,564 +10%
MCM
178
MV Capital Management
Maryland
$4.29M +$384K +7,338 +10%
NGA
179
Naples Global Advisors
Florida
$4.29M +$644K +12,289 +17%
LFASL
180
Lugano Financial Advisors SA (LFA)
Switzerland
$4.26M +$38.4K +734 +0.9%
PWP
181
Prasad Wealth Partners
Ohio
$4.26M +$4.33M +82,752 New
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$4.26M +$929K +17,738 +18%
CSB
183
City State Bank
Iowa
$4.22M +$139K +2,660 +3%
RFS
184
Retirement Financial Solutions
Tennessee
$4.1M -$169K -3,233 -4%
WA
185
Waverly Advisors
Alabama
$4.08M +$430K +8,207 +12%
SSWM
186
Smith Salley Wealth Management
North Carolina
$4.08M +$66.4K +1,268 +2%
UB
187
UMB Bank
Missouri
$4.04M -$507K -9,690 -11%
JIR
188
James Investment Research
Ohio
$3.97M -$1.96M -37,374 -33%
MPM
189
Meritage Portfolio Management
Kansas
$3.9M +$271K +5,183 +7%
BFA
190
Brown Financial Advisors
Ohio
$3.89M -$729K -13,914 -16%
FAM
191
Forte Asset Management
New York
$3.83M +$178K +3,408 +5%
WCWM
192
Wooster Corthell Wealth Management
Connecticut
$3.82M +$13K +248 +0.3%
Mercer Global Advisors
193
Mercer Global Advisors
Colorado
$3.78M -$972K -18,553 -20%
TPW
194
Transatlantique Private Wealth
New York
$3.72M +$5.18K +99 +0.1%
SIM
195
Stratos Investment Management
Ohio
$3.64M +$1.48M +28,319 +67%
CA
196
CoreCap Advisors
Michigan
$3.57M +$666K +12,720 +22%
KWM
197
Kingsview Wealth Management
Oregon
$3.54M +$1.17M +22,275 +48%
VT
198
Vise Technologies
New York
$3.52M +$654K +12,484 +22%
IFG
199
Independent Financial Group
California
$3.44M -$382K -7,288 -10%
BCM
200
Becker Capital Management
Oregon
$3.4M +$189K +3,609 +6%

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.