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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
RWMG
526
Redwood Wealth Management Group
New Jersey
$10.8K +$10.7K +210 New
LWANC
527
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.3K
AFWM
528
Abich Financial Wealth Management
Virginia
$9.53K -$55.6K -1,092 -85%
RFS
529
Richardson Financial Services
Massachusetts
$9.23K -$305 -6 -3%
NL
530
NEPC LLC
Massachusetts
$9.18K -$10.1K -199 -53%
CHC
531
City Holding Co
West Virginia
$8.71K
RF
532
Robinswood Financial
Washington
$8.66K
SIS
533
Sound Income Strategies
Florida
$8.1K -$3.16K -62 -28%
SWM
534
Sugarloaf Wealth Management
Georgia
$7.59K +$102 +2 +1%
VCM
535
Viewpoint Capital Management
Washington
$7.28K
MLA
536
MB, Levis & Associates
Pennsylvania
$6.77K
CPG
537
Cornerstone Planning Group
New Jersey
$6.5K +$5.09K +100 +417%
IRC
538
Investors Research Corp
Georgia
$6.15K
MIA
539
MeadowBrook Investment Advisors
Michigan
$5.64K
ACA
540
Aptus Capital Advisors
Alabama
$5.59K -$11.6K -227 -68%
BCMLT
541
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.59K
SC
542
Stephens Consulting
Michigan
$4.92K
CIAS
543
Capital Investment Advisory Services
North Carolina
$4.41K
ATS
544
Ashton Thomas Securities
New York
$4.18K +$4.12K +81 New
TAM
545
Tucker Asset Management
Colorado
$3.33K
GEA
546
Glen Eagle Advisors
New Jersey
$3.28K -$1.58K -31 -33%
MHR
547
Matthew Hamilton Rosenberg
$2.9K
PO
548
Private Ocean
California
$2.51K
AIC
549
Archer Investment Corporation
Indiana
$2.43K -$8.86K -174 -79%
CFD
550
Creative Financial Designs
Indiana
$2.17K

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.