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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
KFAA
26
Klaas Financial Asset Advisors
Illinois
$76.9M +$5.09M +99,956 +7%
BlackRock
27
BlackRock
New York
$76.2M -$21.8M -428,089 -22%
Stifel Financial
28
Stifel Financial
Missouri
$67.4M +$12.1M +238,210 +22%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$64M -$1.49M -29,325 -2%
AIM
30
Acropolis Investment Management
Missouri
$63.8M +$2.56M +50,347 +4%
LPL Financial
31
LPL Financial
California
$63M +$9.86M +193,587 +19%
KeyBank National Association
32
KeyBank National Association
Ohio
$58.5M -$1.08M -21,269 -2%
HTC
33
Haverford Trust Company
Pennsylvania
$56.2M +$1.77M +34,852 +3%
JP Morgan Chase
34
JP Morgan Chase
New York
$53.7M -$5.74M -112,735 -10%
GG
35
Greenwood Gearhart
Arkansas
$53.2M +$1.41M +27,782 +3%
AIA
36
Ally Invest Advisors
North Carolina
$44.4M +$1.12M +21,994 +3%
Truist Financial
37
Truist Financial
North Carolina
$41.6M +$1.32M +26,005 +3%
AFI
38
American Family Investments
Wisconsin
$38.5M +$38.2M +751,159 New
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$37.3M +$3.05M +59,851 +9%
TPCW
40
TD Private Client Wealth
New York
$36.7M +$2.91M +57,078 +9%
State Farm Mutual Automobile Insurance
41
State Farm Mutual Automobile Insurance
Illinois
$34.9M
DW
42
Dodds Wealth
Colorado
$34.8M +$890K +17,489 +3%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$32.1M +$6M +117,868 +23%
KAS
44
Kestra Advisory Services
Texas
$31.5M +$23.9M +470,230 +313%
COCM
45
Charter Oak Capital Management
New Hampshire
$31.1M +$28.6M +562,373 +1,282%
Kovitz Investment Group Partners
46
Kovitz Investment Group Partners
Illinois
$30.5M +$30.3M +594,855 New
FFM
47
Flagstone Financial Management
Nebraska
$28.1M +$9.59M +188,384 +52%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$28.1M -$24.2M -475,316 -46%
BB
49
Busey Bank
Illinois
$25.5M -$1.67M -32,721 -6%
BWAM
50
Boyd Watterson Asset Management
Ohio
$25.3M +$24.4M +479,161 +3,499%

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.