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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
FSC
326
Full Sail Capital
Oklahoma
$562K +$1.68K +33 +0.3%
FCM
327
Fortis Capital Management
Washington
$561K +$6.06K +119 +1%
AWM
328
Apollon Wealth Management
South Carolina
$561K -$75.6K -1,484 -12%
HP
329
Hilltop Partners
Indiana
$560K -$58K -1,140 -9%
RIA
330
Realta Investment Advisors
Delaware
$550K -$104K -2,037 -16%
SB
331
Simmons Bank
Arkansas
$549K
FA
332
Flagstar Advisors
New York
$547K +$2.9K +57 +0.5%
FWA
333
FOCUS Wealth Advisors
Texas
$535K
WAS
334
Wealth Advisory Solutions
Indiana
$526K -$27.4K -538 -5%
TCA
335
Transcend Capital Advisors
New Jersey
$519K +$14.2K +279 +3%
BCI
336
Brinker Capital Investments
Pennsylvania
$518K +$515K +10,111 New
OPS
337
Orion Portfolio Solutions
Nebraska
$518K +$515K +10,111 New
NA
338
Nottingham Advisors
New York
$513K
EWM
339
Empirical Wealth Management
Washington
$512K +$277K +5,446 +120%
HFA
340
High Falls Advisors
New York
$508K +$505K +9,919 New
IWC
341
Integrated Wealth Concepts
Massachusetts
$503K -$7.64K -150 -2%
Jane Street
342
Jane Street
New York
$486K +$483K +9,486 New
HH
343
Hilltop Holdings
Texas
$486K
SWM
344
Seed Wealth Management
Illinois
$471K -$37.4K -735 -7%
PCA
345
Prosperity Capital Advisors
Ohio
$469K +$466K +9,148 New
CCB
346
Country Club Bank
Missouri
$467K -$151K -2,960 -25%
CW
347
Channel Wealth
California
$463K +$12.5K +246 +3%
YIA
348
YHB Investment Advisors
Connecticut
$462K +$116K +2,280 +34%
BCA
349
Bay Colony Advisors
Massachusetts
$454K +$208K +4,092 +86%
SAM
350
Sawgrass Asset Management
Florida
$449K

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.