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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
BCM
201
Becker Capital Management
Oregon
$3.36M -$2.8M -53,018 -46%
RMDI
202
R.M. Davis Inc
Maine
$3.29M -$150K -2,839 -4%
EA
203
Enclave Advisors
Texas
$3.29M +$3.23M +61,267 New
DG
204
DMC Group
Alabama
$3.21M +$208K +3,943 +7%
IDBONY
205
Israel Discount Bank of New York
New York
$3.14M -$2.13M -40,483 -41%
AR
206
Advisory Research
Illinois
$3.1M +$1.28M +24,195 +72%
ANTB
207
AMG National Trust Bank
Colorado
$3.09M -$531K -10,075 -15%
CA
208
CoreCap Advisors
Michigan
$3.04M +$2.99M +56,621 New
VT
209
Vise Technologies
New York
$3M +$56.2K +1,065 +2%
FPFS
210
First Personal Financial Services
North Carolina
$2.96M +$4.9K +93 +0.2%
NRI
211
NFP Retirement Inc
California
$2.9M -$152K -2,876 -5%
BTI
212
Blue Trust Inc
Georgia
$2.82M +$18K +341 +0.6%
Lido Advisors
213
Lido Advisors
California
$2.76M -$1.9M -36,098 -41%
PFM
214
Phillips Financial Management
Indiana
$2.76M -$130K -2,461 -5%
PPC
215
Park Place Capital
Alabama
$2.73M -$6.59K -125 -0.2%
SAM
216
Smartleaf Asset Management
Massachusetts
$2.66M +$15.7K +298 +0.6%
Cambridge Investment Research Advisors
217
Cambridge Investment Research Advisors
Iowa
$2.64M -$1.31M -24,794 -34%
WSFS
218
Wilmington Savings Fund Society
Delaware
$2.61M +$2.56M +48,525 New
ACM
219
Absolute Capital Management
Pennsylvania
$2.55M -$20.1K -381 -0.8%
FWM
220
Forza Wealth Management
Florida
$2.55M -$250K -4,750 -9%
OC
221
Oppenheimer & Co
New York
$2.55M +$191K +3,620 +8%
KWM
222
Kingsview Wealth Management
Oregon
$2.5M +$203K +3,850 +9%
SP
223
SWS Partners
Ohio
$2.48M -$210K -3,985 -8%
CMP
224
Courage Miller Partners
Virginia
$2.46M
RB
225
Renasant Bank
Mississippi
$2.45M -$6.59K -125 -0.3%

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.