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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
TW
401
Transform Wealth
Colorado
$293K +$291K +5,717 New
MF
402
Meridian Financial
Massachusetts
$292K -$9.88K -194 -3%
FA
403
Fiduciary Alliance
South Carolina
$290K +$3.67K +72 +1%
SWM
404
Seaside Wealth Management
California
$279K
FIA
405
Foundations Investment Advisors
Arizona
$277K +$43.5K +855 +19%
WS
406
Wedbush Securities
California
$277K +$22.8K +448 +9%
WMA
407
West Michigan Advisors
Michigan
$276K +$3.82K +75 +1%
AFP
408
Ausdal Financial Partners
Iowa
$276K +$274K +5,389 New
AC
409
Arjuna Capital
North Carolina
$273K +$271K +5,325 New
EWA
410
EverSource Wealth Advisors
Alabama
$272K +$95.1K +1,867 +56%
BFW
411
Brady Family Wealth
Missouri
$266K -$20.5K -403 -7%
IAIM
412
International Assets Investment Management
Florida
$262K +$1.02K +20 +0.4%
AA
413
Apriem Advisors
California
$261K -$36.3K -713 -12%
RW
414
Rede Wealth
Virginia
$259K -$12.9K -253 -5%
CAG
415
Csenge Advisory Group
Florida
$259K +$21.6K +425 +9%
ZIM
416
Zacks Investment Management
Illinois
$259K -$1.97M -38,607 -88%
AWA
417
Acorn Wealth Advisors
Michigan
$258K
CC
418
Courier Capital
New York
$258K
LF
419
Lee Financial
Texas
$257K -$67.2K -1,320 -21%
EAM
420
Evanson Asset Management
California
$257K
CIS
421
Custom Index Systems
New York
$256K
PA
422
PFG Advisors
Arizona
$254K +$20.3K +399 +9%
LNB
423
Ledyard National Bank
$250K
BB
424
Berkshire Bank
Massachusetts
$249K -$43.9K -862 -15%
WDC
425
Woodward Diversified Capital
California
$239K -$3.06K -60 -1%

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.