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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
RJFSA
51
Raymond James Financial Services Advisors
Florida
$25M +$836K +16,416 +3%
AFG
52
Albion Financial Group
Utah
$24.8M +$982K +19,279 +4%
PMG
53
ProVise Management Group
Florida
$24.7M +$2.76M +54,112 +13%
PJSIMP
54
P.J. Schmidt Investment Management (PJS)
Wisconsin
$24.6M +$366K +7,198 +2%
PG
55
Proffitt & Goodson
Tennessee
$24.5M -$155K -3,052 -0.6%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$24.3M +$10.6M +208,937 +79%
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$23.8M +$14.8M +290,978 +168%
ST
58
Sabal Trust
Florida
$23.3M -$9.51M -186,704 -29%
AAS
59
Avantax Advisory Services
Texas
$22.4M +$3.74M +73,376 +20%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$22.2M +$1.54M +30,234 +7%
GL
61
Graypoint LLC
New York
$21.1M +$3.6M +70,629 +21%
BP
62
BCK Partners
New York
$20.5M +$1.52M +29,912 +8%
AFG
63
Arkansas Financial Group
Arkansas
$20.2M -$1.73M -33,908 -8%
FLPIM
64
F.L. Putnam Investment Management
Massachusetts
$20.1M +$19.9M +391,771 New
LG
65
Leuthold Group
Minnesota
$20M -$76K -1,493 -0.4%
DIP
66
DT Investment Partners
Pennsylvania
$19.8M +$8.41M +165,191 +75%
FPGK
67
Financial Partners Group (Kansas)
Kansas
$18.4M +$451K +8,856 +3%
CPSC
68
Carl P. Sherr & Co
Massachusetts
$17.8M +$2.53M +49,631 +17%
TFA
69
TPG Financial Advisors
Oregon
$17.6M +$17.5M +343,771 New
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$17.3M
SPC
71
Sigma Planning Corp
Michigan
$16.7M +$6.24M +122,576 +60%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$16.4M +$774K +15,202 +5%
Legacy Financial Group (Iowa)
73
Legacy Financial Group (Iowa)
Iowa
$16.2M +$172K +3,382 +1%
B
74
Birchbrook
Maine
$16.1M +$189K +3,721 +1%
Deutsche Bank
75
Deutsche Bank
Germany
$15.9M +$50.9K +1,000 +0.3%

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.