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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.93B +$104M +1,971,375 +4%
PP
2
Prudential plc
United Kingdom
$578M -$155M -2,938,847 -21%
Northern Trust
3
Northern Trust
Illinois
$454M +$45M +853,043 +11%
Charles Schwab
4
Charles Schwab
California
$400M +$8.44M +160,110 +2%
JSTA
5
Japan Science & Technology Agency
Japan
$389M
US Bancorp
6
US Bancorp
Minnesota
$373M -$57.7M -1,093,663 -14%
Bank of America
7
Bank of America
North Carolina
$291M +$4.62M +87,575 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$273M -$19.4M -367,392 -7%
AssetMark Inc
9
AssetMark Inc
California
$242M -$6.72M -127,509 -3%
OCM
10
One Capital Management
California
$241M +$28.2M +534,847 +14%
Morgan Stanley
11
Morgan Stanley
New York
$232M +$2.64M +50,137 +1%
Ameriprise
12
Ameriprise
Minnesota
$223M +$15.6M +295,116 +8%
AC
13
Allstate Corporation
Illinois
$192M -$31.4M -594,824 -14%
UBS Group
14
UBS Group
Switzerland
$191M +$15.8M +299,807 +9%
Wells Fargo
15
Wells Fargo
California
$186M +$11.1M +209,606 +6%
MMI
16
Matson Money Inc
Ohio
$179M -$85.3K -1,618 -0%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$175M -$4.87M -92,352 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$152M +$1.54M +29,216 +1%
JP Morgan Chase
19
JP Morgan Chase
New York
$131M +$73.8M +1,399,131 +133%
UCFA
20
United Capital Financial Advisors
Texas
$110M +$4.03M +76,464 +4%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$101M +$1.21M +22,992 +1%
AIM
22
Acropolis Investment Management
Missouri
$96.8M +$29.4M +557,847 +45%
RJA
23
Raymond James & Associates
Florida
$93.9M -$24.9M -472,686 -21%
GI
24
Gradient Investments
Minnesota
$89.1M -$10.9M -206,756 -11%
Franklin Resources
25
Franklin Resources
California
$86.4M +$2.4M +45,466 +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.