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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
APIM
201
Agate Pass Investment Management
Washington
$3.34M +$47.6K +909 +1%
ACA
202
Ackerman Capital Advisors
Texas
$3.3M +$22.9K +437 +0.7%
Lido Advisors
203
Lido Advisors
California
$3.26M +$632K +12,066 +24%
DG
204
DMC Group
Alabama
$3.24M +$165K +3,158 +5%
Cambridge Investment Research Advisors
205
Cambridge Investment Research Advisors
Iowa
$3.21M +$690K +13,174 +27%
CTA
206
Chesley Taft & Associates
Illinois
$3.21M -$74K -1,414 -2%
PSCM
207
Per Stirling Capital Management
Texas
$3.18M +$1.63M +31,141 +102%
SP
208
SWS Partners
Ohio
$3.17M +$801K +15,291 +33%
Betterment LLC
209
Betterment LLC
New York
$3.15M -$505K -9,645 -14%
MFS
210
Mattson Financial Services
Michigan
$3.14M -$723K -13,799 -19%
OC
211
Oppenheimer & Co
New York
$3.08M +$649K +12,396 +26%
CFAM
212
Center For Asset Management
Florida
$3.07M -$484K -9,239 -13%
BTI
213
Blue Trust Inc
Georgia
$3.04M +$201K +3,844 +7%
ANTB
214
AMG National Trust Bank
Colorado
$2.99M +$19.6K +375 +0.7%
AR
215
Advisory Research
Illinois
$2.98M
IAA
216
Independent Advisor Alliance
North Carolina
$2.96M +$3.01M +57,536 New
PW
217
Paladin Wealth
Minnesota
$2.94M -$629K -12,004 -17%
RMDI
218
R.M. Davis Inc
Maine
$2.91M -$253K -4,838 -8%
EP
219
Essential Planning
New Hampshire
$2.85M +$2.84M +54,156 New
NRI
220
NFP Retirement Inc
California
$2.78M
IDBONY
221
Israel Discount Bank of New York
New York
$2.78M -$231K -4,407 -8%
WSFS
222
Wilmington Savings Fund Society
Delaware
$2.64M +$140K +2,670 +6%
CWM
223
Calamos Wealth Management
Illinois
$2.62M +$1.04M +19,914 +64%
PFM
224
Phillips Financial Management
Indiana
$2.58M -$65.7K -1,254 -2%
AWA
225
AmeriServ Wealth Advisors
Pennsylvania
$2.55M +$2.59M +49,521 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.