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iShares 5-10 Year Investment Grade Corporate Bond ETF

559 hedge funds and large institutions have $11B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 235 increasing their positions, 164 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

21,280% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $10K

71% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 45

43% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 164

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

6% more capital invested

Capital invested by funds: $10.3B → $11B (+$659M)

4% more funds holding

Funds holding: 536559 (+23)

0.42% more ownership

Funds ownership: 80.03%80.45% (+0.42%)

Holders
559
Holders Change
+23
Holders Change %
+4.29%
% of All Funds
8.07%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
0.66%
New
77
Increased
235
Reduced
164
Closed
45
Calls
$2.14M
Puts
$10K
Net Calls
+$2.13M
Net Calls Change
+$188K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
226
Whittier Trust
California
$1.8M -$188K -3,691 -9%
SFS
227
Sowell Financial Services
Arkansas
$1.75M +$769K +15,105 +79%
Cerity Partners
228
Cerity Partners
New York
$1.72M +$16.6K +326 +1%
AR
229
Advisory Research
Illinois
$1.72M
PFA
230
Pinnacle Family Advisors
Missouri
$1.69M +$296K +5,816 +21%
ASN
231
Advisory Services Network
Georgia
$1.63M -$614K -12,064 -28%
SAS
232
Sage Advisory Services
Texas
$1.62M +$35.6K +699 +2%
SIA
233
Strategic Investment Advisors
Michigan
$1.59M +$287K +5,635 +22%
TA
234
TFB Advisors
Kansas
$1.57M -$7.23K -142 -0.5%
GWM
235
GSB Wealth Management
Connecticut
$1.55M +$89.9K +1,765 +6%
BIA
236
Bigelow Investment Advisors
Maine
$1.55M +$326K +6,396 +27%
Corient Private Wealth
237
Corient Private Wealth
Florida
$1.52M -$42.2K -828 -3%
CAL
238
Capital Analysts LLC
Pennsylvania
$1.48M +$392K +7,702 +36%
HFP
239
Holistic Financial Partners
Indiana
$1.47M -$17.2K -338 -1%
AWA
240
Archvest Wealth Advisors
California
$1.47M +$574K +11,279 +64%
Millennium Management
241
Millennium Management
New York
$1.43M -$7.26M -142,632 -84%
TIA
242
Tiemann Investment Advisors
California
$1.43M -$10.2K -200 -0.7%
Kayne Anderson Rudnick Investment Management
243
Kayne Anderson Rudnick Investment Management
California
$1.42M +$112K +2,208 +9%
DLCIG
244
D.L. Carlson Investment Group
New Hampshire
$1.4M +$380K +7,467 +38%
SC
245
Savant Capital
Illinois
$1.39M +$113K +2,219 +9%
PFS
246
Prospera Financial Services
Texas
$1.37M +$46K +904 +4%
Barclays
247
Barclays
United Kingdom
$1.36M +$107K +2,092 +9%
DAS
248
Dynamic Advisor Solutions
Arizona
$1.36M +$234K +4,601 +21%
PWMG
249
Private Wealth Management Group
New Jersey
$1.35M +$120K +2,359 +10%
GVAG
250
Great Valley Advisor Group
Delaware
$1.33M -$190K -3,723 -13%

IGIB Hedge Fund Activity: Q2 2024 in Review

559 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2024, worth a combined $11B — up 6.4% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new IGIB positions and 45 closed out — a net gain of 32 holders — while 235 added to existing stakes and 164 trimmed.

The largest buyer was Prudential plc, adding an estimated $217M. The largest seller was Gradient Investments, cutting an estimated $65.3M.

  • 559 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2024, up from 536 in Q1 2024.
  • Funds reported $11B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2024, up 6.4% quarter-over-quarter.
  • 77 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2024 and 45 closed out, a net change of +32 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2024 was Prudential plc, an estimated $217M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2024 was Gradient Investments, an estimated $65.3M sold.

Based on aggregated 13F filings for Q2 2024.