We are live on ! Find out more
IGIB icon

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
BNP Paribas Financial Markets
476
BNP Paribas Financial Markets
France
$90.3K -$21.6M -424,988 -100%
MG
477
Mather Group
Illinois
$89K +$87.1K +1,710 +11,400%
SRCM
478
Signature Resources Capital Management
California
$85.3K
GM
479
GeoWealth Management
Illinois
$85K -$866 -17 -1%
ANBT
480
American National Bank & Trust
Texas
$80.9K -$8.91K -175 -10%
BF
481
BOK Financial
Oklahoma
$78K -$294K -5,782 -79%
GWM
482
Geneos Wealth Management
Colorado
$76.2K -$34.8K -683 -31%
PB
483
Pinnacle Bancorp
Nebraska
$75.4K
MFC
484
Mechanics Financial Corp
Ohio
$67.9K
IA
485
IFP Advisors
Florida
$67.5K +$51.1K +1,003 +318%
CA
486
Clearstead Advisors
Ohio
$64K
NRC
487
New Republic Capital
North Carolina
$62.1K +$61.7K +1,212 New
CFO
488
CVA Family Office
Colorado
$61.3K
OW
489
Olistico Wealth
Oklahoma
$55.3K +$54.9K +1,079 New
BCV
490
Banque Cantonale Vaudoise
Switzerland
$51K
NP
491
NorthRock Partners
Minnesota
$46.6K -$124K -2,445 -73%
GJIA
492
Glass Jacobson Investment Advisors
Maryland
$43.9K +$305 +6 +0.7%
EW
493
Element Wealth
Mississippi
$41K +$102 +2 +0.3%
GWSG
494
GPS Wealth Strategies Group
Colorado
$40.3K +$3.11K +61 +8%
SFC
495
Strategic Financial Concepts
Texas
$40.1K +$1.21M +23,687 New
TWP
496
Triad Wealth Partners
Kansas
$39.8K +$39.5K +776 New
VAG
497
VisionPoint Advisory Group
Texas
$37.8K -$178K -3,490 -83%
VWWMG
498
Vermillion & White Wealth Management Group
Pennsylvania
$35.4K
1IA
499
1620 Investment Advisors
Massachusetts
$35.2K +$34.9K +686 New
AWM
500
AllSquare Wealth Management
New York
$33.3K

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.