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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
PFBT
451
Parkside Financial Bank & Trust
Missouri
$202K
RFO
452
RiverGlades Family Offices
Florida
$200K +$199K +3,910 New
WB
453
Webster Bank
Connecticut
$184K -$1.02K -20 -0.6%
TCM
454
TD Capital Management
Tennessee
$174K +$1.32K +26 +0.8%
William Blair & Company
455
William Blair & Company
Illinois
$170K +$142K +2,781 +523%
ITIM
456
Indiana Trust & Investment Management
Indiana
$168K
PS
457
Principal Securities
Iowa
$167K +$60.4K +1,186 +57%
CB
458
CNB Bank
Pennsylvania
$166K
Qube Research & Technologies (QRT)
459
Qube Research & Technologies (QRT)
United Kingdom
$156K +$155K +3,043 New
SS
460
Sunbelt Securities
Texas
$154K +$153K +3,000 New
FAM
461
Family Asset Management
South Carolina
$140K +$139K +2,732 New
EWA
462
EP Wealth Advisors
California
$140K -$130K -2,556 -48%
S
463
Sachetta
Massachusetts
$134K +$29.6K +581 +29%
HGERS
464
Householder Group Estate & Retirement Specialist
Arizona
$133K +$916 +18 +0.7%
PTC
465
Private Trust Company
Ohio
$132K +$14.5K +285 +12%
TSWM
466
Tyler-Stone Wealth Management
Ohio
$130K +$356 +7 +0.3%
MBFW
467
Morton Brown Family Wealth
Pennsylvania
$129K +$127K +2,486 New
NS
468
NBC Securities
Alabama
$129K +$458 +9 +0.4%
HDIM
469
Hanson & Doremus Investment Management
Vermont
$122K +$51 +1 +0%
LFA
470
LGT Financial Advisors
Texas
$115K +$114K +2,246 New
SWM
471
Spire Wealth Management
Virginia
$107K -$190K -3,728 -64%
FCA
472
FinTrust Capital Advisors
South Carolina
$97.5K
BHWM
473
Beaird Harris Wealth Management
Texas
$93.3K
RPCA
474
Running Point Capital Advisors
California
$93.1K
CTC
475
Central Trust Company
Missouri
$91.3K

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.