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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
BAM
426
Berkshire Asset Management
Pennsylvania
$238K +$237K +4,648 New
HNB
427
Huntington National Bank
Ohio
$234K
Prudential Financial
428
Prudential Financial
New Jersey
$234K +$232K +4,555 New
IWM
429
IHT Wealth Management
Illinois
$233K -$66.6K -1,309 -22%
AWM
430
AE Wealth Management
Kansas
$232K -$560 -11 -0.2%
SSB
431
Sandy Spring Bank
Maryland
$225K
PA
432
Parallel Advisors
California
$221K +$202K +3,963 +1,142%
AIM
433
Alhambra Investment Management
Florida
$218K -$6.47K -127 -3%
AWA
434
Arete Wealth Advisors
Illinois
$218K +$216K +4,246 New
EH
435
Equitable Holdings
New York
$217K +$5.19K +102 +2%
VIM
436
Vista Investment Management
Pennsylvania
$215K +$214K +4,195 New
TC
437
Trilogy Capital
California
$214K -$2.09K -41 -1%
NWA
438
New World Advisors
Massachusetts
$214K +$1.17K +23 +0.6%
CWM
439
Congress Wealth Management
Massachusetts
$214K +$212K +4,167 New
FF
440
Farrell Financial
New York
$211K +$1.48K +29 +0.7%
WQ
441
Wealth Quarterback
New Jersey
$211K -$24.9K -489 -11%
FWIA
442
Fort Washington Investment Advisors
Ohio
$210K -$15.3K -300 -7%
CAI
443
Capital Advisors Inc
Oklahoma
$210K +$209K +4,103 New
JFL
444
Jarislowsky, Fraser Ltd
Quebec, Canada
$210K
SFA
445
Sequoia Financial Advisors
Ohio
$210K -$5.86K -115 -3%
LFS
446
Lutz Financial Services
Nebraska
$208K
AAS
447
Ameritas Advisory Services
Nebraska
$208K +$207K +4,062 New
HI
448
Harbour Investments
Wisconsin
$207K -$110K -2,165 -35%
RFC
449
Regions Financial Corp
Alabama
$207K +$2.9K +57 +1%
GWM
450
GDS Wealth Management
Texas
$206K +$102 +2 +0%

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.