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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
MOS
276
MGO One Seven
Ohio
$963K -$4.83M -94,871 -83%
HGA
277
Hobbs Group Advisors
South Carolina
$950K +$944K +18,531 New
AWM
278
Adams Wealth Management
Utah
$934K -$172K -3,377 -16%
CI
279
CacheTech Inc
Utah
$934K +$927K +18,214 New
BBWP
280
Beacon Bridge Wealth Partners
Pennsylvania
$930K -$369K -7,238 -29%
4WM
281
4J Wealth Management
Virginia
$929K -$163K -3,200 -15%
AF
282
Advisornet Financial
Minnesota
$911K -$77.3K -1,519 -8%
WFAG
283
Wescott Financial Advisory Group
Pennsylvania
$900K +$1.38K +27 +0.2%
RIG
284
RiverFront Investment Group
Virginia
$877K +$871K +17,107 New
TPA
285
Trivium Point Advisory
Connecticut
$873K +$620K +12,181 +251%
QWP
286
Quotient Wealth Partners
Texas
$864K -$1,000K -19,636 -54%
PSCM
287
Per Stirling Capital Management
Texas
$855K +$849K +16,672 New
NAM
288
NTV Asset Management
West Virginia
$843K +$7.18K +141 +0.9%
CAPTRUST Financial Advisors
289
CAPTRUST Financial Advisors
North Carolina
$832K -$125K -2,450 -13%
VFPW
290
Vantage Financial Partners (Wisconsin)
Wisconsin
$828K -$298K -5,843 -27%
Mercer Global Advisors
291
Mercer Global Advisors
Colorado
$828K -$3.5M -68,685 -81%
MIFH
292
Migdal Insurance & Financial Holdings
Israel
$826K -$11.2K -220 -1%
LWA
293
Lineweaver Wealth Advisors
Ohio
$824K -$304K -5,973 -27%
HPC
294
HM Payson & Co
Maine
$820K
GSEP
295
Golden State Equity Partners
California
$811K +$806K +15,823 New
HCM
296
Hengehold Capital Management
Ohio
$809K +$6.47K +127 +0.8%
GIC
297
GFI Investment Counsel
Ontario, Canada
$804K +$1.22K +24 +0.2%
SIMC
298
Squire Investment Management Company
Utah
$799K
DSC
299
Duncker Streett & Co
Missouri
$771K
CFGS
300
Concourse Financial Group Securities
Alabama
$770K +$73.7K +1,448 +11%

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.