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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
Betterment LLC
251
Betterment LLC
New York
$1.3M +$908K +17,827 +235%
FFA
252
Farther Finance Advisors
California
$1.28M -$239K -4,694 -16%
AIMU
253
Allianz Investment Management US
Minnesota
$1.26M
LBC
254
Lowe Brockenbrough & Co
Virginia
$1.23M +$10.2K +200 +0.8%
SAS
255
Stelac Advisory Services
New York
$1.22M +$99.7K +1,959 +9%
Luther King Capital Management (LKCM)
256
Luther King Capital Management (LKCM)
Texas
$1.22M
NCM
257
Northwest Capital Management
Oregon
$1.21M -$96.3K -1,891 -7%
CL
258
Choreo LLC
Illinois
$1.21M +$708K +13,914 +140%
CIA
259
Concurrent Investment Advisors
Florida
$1.21M +$10.9K +214 +0.9%
AF
260
Allworth Financial
California
$1.21M -$12.8K -251 -1%
PCM
261
Parsons Capital Management
Rhode Island
$1.2M -$35.8K -704 -3%
DPI
262
Diversified Portfolios Inc
Michigan
$1.19M -$305 -6 -0%
ESL
263
Endurance Services Ltd
New York
$1.18M
OAS
264
Optivise Advisory Services
Tennessee
$1.16M +$1.15M +22,632 New
BCM
265
Boltwood Capital Management
California
$1.13M +$120K +2,365 +12%
BSB
266
Bangor Savings Bank
Maine
$1.11M -$274K -5,385 -20%
AIP
267
Ameritas Investment Partners
Nebraska
$1.09M -$111K -2,181 -9%
PCA
268
Peddock Capital Advisors
Massachusetts
$1.09M
AWM
269
Avior Wealth Management
Nebraska
$1.07M +$499K +9,799 +89%
SF
270
SWP Financial
California
$1.04M -$5.84M -114,644 -85%
HCP
271
Hexagon Capital Partners
Arkansas
$1.03M +$277K +5,431 +37%
CSPIA
272
Cary Street Partners Investment Advisory
Virginia
$1.01M -$17.1K -336 -2%
WA
273
Wambolt & Associates
Colorado
$1,000K +$97.2K +1,910 +11%
AI
274
Atria Investments
North Carolina
$989K +$982K +19,294 New
BFEC
275
Benjamin F. Edwards & Company
Missouri
$974K +$436K +8,555 +82%

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.