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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
EWM
501
EPG Wealth Management
Georgia
$33K -$44.8K -879 Closed
WWP
502
WR Wealth Planners
Missouri
$32K -$153 -3 -0.5%
JAM
503
JCIC Asset Management
Ontario, Canada
$31.8K
FFA
504
Founders Financial Alliance
North Carolina
$31.3K -$29.8K -585 -49%
SOS
505
Silver Oak Securities
Tennessee
$31.2K +$102 +2 +0.3%
HIIFS
506
Harel Insurance Investments & Financial Services
Israel
$30K
CPA
507
Cardiff Park Advisors
California
$29.2K
Fifth Third Bancorp
508
Fifth Third Bancorp
Ohio
$25.6K -$399K -7,846 -94%
CB
509
Community Bank
New York
$25.4K
HCA
510
Heck Capital Advisors
Wisconsin
$24.6K +$255 +5 +1%
SWA
511
SOA Wealth Advisors
New York
$24.4K +$255 +5 +1%
TWC
512
TD Waterhouse Canada
Ontario, Canada
$23.8K -$15.3K -300 -39%
RIL
513
Rothschild Investment LLC
Illinois
$23.3K +$23.2K +455 New
USB
514
Union Savings Bank
Connecticut
$23.1K
CSC
515
Caldwell Sutter Capital
California
$22.3K
PA
516
PSI Advisors
Florida
$22K +$21.8K +429 New
FF
517
Friedenthal Financial
New Jersey
$18.4K +$1.53K +30 +9%
AIM
518
Astor Investment Management
Illinois
$17.8K +$17.7K +348 New
CTA
519
Colonial Trust Advisors
South Carolina
$16.9K
CAS
520
Coppell Advisory Solutions
Texas
$16.1K +$16K +314 New
POIA
521
Pin Oak Investment Advisors
Texas
$15K
WWM
522
Wolff Wiese Magana
California
$14.8K +$14.7K +289 New
KFS
523
Kelly Financial Services
Massachusetts
$13.3K +$13.2K +259 New
TCM
524
Tradewinds Capital Management
Washington
$11.6K +$11.5K +226 New
TJHA
525
Thomas J. Herzfeld Advisors
Florida
$11.4K +$11.3K +222 New

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.