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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
ACM
551
Anfield Capital Management
California
$2.15K
FCAS
552
First Command Advisory Services
Texas
$1.95K +$1.94K +38 New
HI
553
Horizon Investments
North Carolina
$1.27K
FWP
554
FAS Wealth Partners
Kansas
$1.11K
CAM
555
Clarity Asset Management
Iowa
$1.02K
GLR
556
Great Lakes Retirement
Ohio
$1.02K +$1.02K +20 New
TFA
557
Transamerica Financial Advisors
Florida
$1K
LFG
558
Larson Financial Group
Missouri
$718
CWA
559
Carolina Wealth Advisors
South Carolina
$564
KFI
560
Key Financial Inc
Pennsylvania
$426
CAM
561
Creekmur Asset Management
Illinois
$256
RFG
562
REAP Financial Group
Texas
$54 -$35.9K -705 -100%
RS
563
Rakuten Securities
Japan
$51
IWP
564
IAG Wealth Partners
Wisconsin
$51 +$51 +1 New
CC
565
Cypress Capital
Tennessee
$44 +$51 +1 New
AWM
566
Atticus Wealth Management
Florida
$1
CMA
567
Cedar Mountain Advisors
Oregon
$1
BP
568
BNP Paribas
France
-$13M -252,563 Closed
FFM
569
Forum Financial Management
Illinois
-$8.88M -172,084 Closed
WA
570
Wealthstar Advisors
Texas
-$5.9M -114,357 Closed
FTS
571
Fifth Third Securities
Ohio
-$2.31M -44,780 Closed
CA
572
CoreCap Advisors
Michigan
-$2.24M -43,418 Closed
LNC
573
Lincoln National Corp
Pennsylvania
-$1.99M -38,591 Closed
BS
574
Banco Santander
Spain
-$1.68M -32,510 Closed
RL
575
Retireful LLC
Michigan
-$1.1M -21,232 Closed

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.