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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.93B +$124M +2,373,328 +4%
Charles Schwab
2
Charles Schwab
California
$533M +$153M +2,915,902 +39%
Northern Trust
3
Northern Trust
Illinois
$453M +$18.2M +347,924 +4%
PP
4
Prudential plc
United Kingdom
$405M -$152M -2,893,386 -27%
US Bancorp
5
US Bancorp
Minnesota
$380M +$22.8M +435,634 +6%
JSTA
6
Japan Science & Technology Agency
Japan
$373M
Bank of America
7
Bank of America
North Carolina
$347M +$68.4M +1,305,301 +24%
BlackRock
8
BlackRock
New York
$297M +$232M +4,433,987 +334%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$285M +$24M +457,688 +9%
Morgan Stanley
10
Morgan Stanley
New York
$256M +$34.2M +653,465 +15%
AssetMark Inc
11
AssetMark Inc
California
$252M +$20.6M +393,860 +9%
OCM
12
One Capital Management
California
$234M +$3M +57,363 +1%
Ameriprise
13
Ameriprise
Minnesota
$221M +$7.18M +137,095 +3%
Wells Fargo
14
Wells Fargo
California
$204M +$25.8M +492,971 +14%
UBS Group
15
UBS Group
Switzerland
$187M +$4.24M +80,956 +2%
MMI
16
Matson Money Inc
Ohio
$172M +$906K +17,294 +0.5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$156M +$10.8M +206,157 +7%
AC
18
Allstate Corporation
Illinois
$141M -$43.7M -833,683 -23%
Raymond James Financial
19
Raymond James Financial
Florida
$120M +$122M +2,321,404 New
UCFA
20
United Capital Financial Advisors
Texas
$105M -$731K -13,961 -0.7%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$102M +$4.79M +91,468 +5%
Legal & General Group
22
Legal & General Group
United Kingdom
$93.6M +$95M +1,814,299 New
AIM
23
Acropolis Investment Management
Missouri
$92.7M -$98K -1,872 -0.1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$92.7M +$11.5M +219,961 +14%
Franklin Resources
25
Franklin Resources
California
$84.9M +$812K +15,506 +1%

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.