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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
AWM
576
Axxcess Wealth Management
California
-$1.03M -19,914 Closed
DIA
577
Davidson Investment Advisors
Montana
-$948K -18,376 Closed
KIG
578
Kowal Investment Group
Wisconsin
-$656K -12,710 Closed
WPC
579
White Pine Capital
Minnesota
-$517K -10,295 Closed
TPWA
580
TRUE Private Wealth Advisors
Oregon
-$384K -7,442 Closed
PA
581
Probity Advisors
Texas
-$383K -7,428 Closed
FWP
582
Falcon Wealth Planning
California
-$363K -7,028 Closed
PI
583
PFG Investments
New York
-$342K -6,636 Closed
AWM
584
Accurate Wealth Management
Florida
-$304K -6,061 Closed
CFB
585
Cullen/Frost Bankers
Texas
-$297K -5,748 Closed
Squarepoint
586
Squarepoint
New York
-$288K -5,576 Closed
CSIA
587
Charles Schwab Investment Advisory
California
-$261K -5,058 Closed
MWM
588
Meridian Wealth Management
Kentucky
-$253K -4,901 Closed
ECA
589
Elevated Capital Advisors
Utah
-$250K -4,840 Closed
HIC
590
Hartline Investment Corp
Illinois
-$246K -4,771 Closed
BRWA
591
B. Riley Wealth Advisors
Florida
-$226K -4,650 Closed
TC
592
TownSquare Capital
Utah
-$230K -4,466 Closed
FGAM
593
Financial Gravity Asset Management
Texas
-$215K -4,159 Closed
CCA
594
Clearwater Capital Advisors
Illinois
-$200K -3,883 Closed
HR
595
Howe & Rusling
New York
-$59.3K -1,150 Closed
PVH
596
Psagot Value Holdings
Israel
-$58K -1,129 Closed
WIC
597
Woodmont Investment Counsel
Tennessee
-$39K -755 Closed
WA
598
WestEnd Advisors
North Carolina
-$22.1K -429 Closed
MAM
599
MMA Asset Management
Pennsylvania
-$19.6K -379 Closed
OSAM
600
O'Shaughnessy Asset Management
Connecticut
-$15.7K -304 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.