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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
CCFCSB
376
Cape Cod Five Cents Savings Bank
Massachusetts
$350K -$12.7K -250 -4%
RFM
377
Royal Fund Management
Florida
$347K +$112K +2,193 +48%
MPW
378
MGO Private Wealth
California
$344K
BAM
379
Belpointe Asset Management
Nevada
$344K -$48.5K -953 -12%
FA
380
FC Advisory
Pennsylvania
$335K -$21.5K -422 -6%
PCMC
381
Paragon Capital Management (Colorado)
Colorado
$332K
CAG
382
Crestwood Advisors Group
Massachusetts
$332K +$458 +9 +0.1%
WWM
383
Western Wealth Management
Colorado
$331K -$29.8K -586 -8%
OWP
384
Obermeyer Wealth Partners
Colorado
$329K
TIAA Trust, National Association
385
TIAA Trust, National Association
North Carolina
$326K +$3.26K +64 +1%
HA
386
Hofer & Associates
California
$318K +$2.5K +49 +0.8%
AA
387
Ancora Advisors
Ohio
$315K
PAG
388
Paladin Advisory Group
Iowa
$315K -$17.9K -351 -5%
1WM
389
1900 Wealth Management
Texas
$314K -$5.95M -116,768 -95%
FCH
390
Freestone Capital Holdings
Washington
$312K +$18.7K +367 +6%
CCG
391
Ceeto Capital Group
Florida
$308K
MM
392
Meridian Management
Arkansas
$308K -$4.68K -92 -2%
SWP
393
SIMA Wealth Partners
Virginia
$307K +$305K +5,984 New
GA
394
Greytown Advisors
Florida
$305K +$303K +5,942 New
SCA
395
Snowden Capital Advisors
New York
$304K +$662 +13 +0.2%
PWW
396
Pettyjohn Wood & White
Virginia
$300K -$3.82K -75 -1%
LFAS
397
Level Four Advisory Services
Texas
$300K +$61.9K +1,215 +26%
ACM
398
AlphaStar Capital Management
North Carolina
$299K +$297K +5,832 New
SSWM
399
Sheets Smith Wealth Management
North Carolina
$297K +$35.6K +700 +14%
NFG
400
Nations Financial Group
Iowa
$297K +$2.14K +42 +0.7%

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.