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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
BCM
301
Brookstone Capital Management
Illinois
$764K -$115K -2,259 -13%
CICC
302
Capital Investment Counsel (Colorado)
Colorado
$764K +$134K +2,637 +22%
HIS
303
Horizon Investment Services
Indiana
$756K +$255 +5 +0%
KP
304
Keel Point
Alabama
$753K -$87.4K -1,717 -11%
FPAS
305
Focus Partners Advisor Solutions
Missouri
$738K +$1.68K +33 +0.2%
MSS
306
Mitchell Sinkler & Starr
Pennsylvania
$728K
GRP
307
Global Retirement Partners
California
$727K +$326K +6,405 +82%
TFP
308
Tilia Fiduciary Partners
North Carolina
$713K +$79.2K +1,556 +13%
HA
309
Herold Advisors
New York
$708K +$63.6K +1,249 +10%
SF
310
Synovus Financial
Georgia
$700K +$254K +4,980 +57%
CM
311
Columbus Macro
Pennsylvania
$692K -$8.61K -169 -1%
FHA
312
First Horizon Advisors
Tennessee
$691K -$30.9K -607 -4%
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$673K +$8.96K +176 +1%
LCGC
314
Legacy Capital Group California
California
$650K +$29.9K +588 +5%
EAM
315
Eagle Asset Management
Florida
$642K -$42.1K -826 -6%
VC
316
Vicus Capital
Pennsylvania
$631K -$29.3K -576 -4%
KWA
317
Kingswood Wealth Advisors
California
$624K +$620K +12,179 New
Pictet Asset Management
318
Pictet Asset Management
Switzerland
$615K +$611K +12,000 New
VNIM
319
Vaughan Nelson Investment Management
Texas
$608K
OIA
320
OneDigital Investment Advisors
Kansas
$606K +$337K +6,624 +127%
EFN
321
Equita Financial Network
Pennsylvania
$606K +$10.7K +211 +2%
MLA
322
My Legacy Advisors
Oregon
$603K +$599K +11,759 New
HPM
323
Hoxton Planning & Management
West Virginia
$587K +$9.78K +192 +2%
I
324
INVST
Indiana
$587K +$587K +11,538 New
PA
325
Prossimo Advisors
California
$570K +$566K +11,125 New

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.