We are live on ! Find out more
IGIB icon

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
TCG
351
Transcendent Capital Group
Oklahoma
$447K +$509 +10 +0.1%
SWP
352
Stratos Wealth Partners
Ohio
$446K +$47.6K +934 +12%
SFO
353
Stokes Family Office
Louisiana
$445K -$12.7K -250 -3%
ATC
354
Argent Trust Co
Tennessee
$439K
OFG
355
Omega Financial Group
California
$438K +$3.92K +77 +0.9%
AWA
356
Arkadios Wealth Advisors
Georgia
$435K +$209K +4,101 +93%
IP
357
Investment Partners
Ohio
$426K +$1.27K +25 +0.3%
B
358
Bellecapital
Switzerland
$423K -$229K -4,490 -35%
VCA
359
Verdence Capital Advisors
Maryland
$420K -$20.4K -401 -5%
EWA
360
Evolution Wealth Advisors
Florida
$417K -$12.7K -250 -3%
CWP
361
Cyndeo Wealth Partners
Florida
$410K -$21.1K -415 -5%
PFWA
362
Paces Ferry Wealth Advisors
Georgia
$409K +$406K +7,977 New
GFS
363
GYL Financial Synergies
Connecticut
$394K
EIG
364
Ellenbecker Investment Group
Wisconsin
$382K -$82.1K -1,613 -18%
MAWAG
365
Mid-American Wealth Advisory Group
Missouri
$378K -$105K -2,066 -22%
BFA
366
Bragg Financial Advisors
North Carolina
$377K
CB
367
Commerce Bank
Missouri
$369K +$366K +7,196 New
KAS
368
KPP Advisory Services
Kentucky
$367K +$52.2K +1,025 +17%
AG
369
Ascent Group
Virginia
$364K +$81.4K +1,599 +29%
ClearBridge Investments
370
ClearBridge Investments
New York
$361K -$14.8K -290 -4%
NB
371
NBT Bank
New York
$360K -$41.8K -820 -10%
WTC
372
WhitTier Trust Company
Nevada
$360K +$2.44K +48 +0.7%
CPRC
373
Consolidated Portfolio Review Corp
New York
$359K +$18.7K +368 +6%
WIA
374
World Investment Advisors
California
$355K +$352K +6,922 New
PWM
375
Perigon Wealth Management
California
$351K +$87.9K +1,727 +34%

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.