We are live on ! Find out more
IGIB icon

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
NC
76
NewSquare Capital
Pennsylvania
$15.4M +$392K +7,694 +3%
Toronto Dominion Bank
77
Toronto Dominion Bank
Ontario, Canada
$15.4M +$15.3M +300,000 New
RC
78
Roundview Capital
New Jersey
$15.2M +$327K +6,428 +2%
BHWM
79
Bar Harbor Wealth Management
New Hampshire
$15.1M -$451K -8,865 -3%
ACA
80
Anchor Capital Advisors
Massachusetts
$15M -$93.2K -1,830 -0.6%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$14.7M -$788K -15,480 -5%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$14.5M +$1.65M +32,468 +13%
DWM
83
Dakota Wealth Management
Florida
$13.2M +$2.04M +39,974 +18%
Mariner
84
Mariner
Kansas
$13.1M -$1.74M -34,168 -12%
MFG
85
Mendota Financial Group
Wisconsin
$13.1M +$2.18M +42,897 +20%
AWE
86
Avidian Wealth Enterprises
Texas
$13M -$147K -2,892 -1%
Osaic Holdings
87
Osaic Holdings
Arizona
$13M +$2.1M +41,314 +19%
Jones Financial Companies
88
Jones Financial Companies
Missouri
$12.6M +$2.33M +45,720 +23%
SWP
89
Summit Wealth Partners
Florida
$12.6M +$416K +8,171 +3%
HW
90
Hancock Whitney
Mississippi
$12.3M -$112K -2,208 -0.9%
MML Investors Services
91
MML Investors Services
Massachusetts
$12.2M -$238K -4,678 -2%
GGS
92
Galvin Gaustad & Stein
Arizona
$11.9M +$151K +2,965 +1%
CIBC Private Wealth Group
93
CIBC Private Wealth Group
Georgia
$11.7M -$1.02M -20,129 -8%
PCIA
94
Prime Capital Investment Advisors
Kansas
$11.3M -$9.16M -179,999 -45%
RWP
95
RWA Wealth Partners
Massachusetts
$11.2M +$535K +10,517 +5%
AC
96
Asio Capital
Kentucky
$11M +$888K +17,440 +9%
DAS
97
Diversify Advisory Services
Utah
$10.5M +$3.77M +74,070 +57%
AWM
98
Ameliora Wealth Management
Switzerland
$10.4M +$623K +12,245 +6%
MWM
99
Mittelman Wealth Management
Massachusetts
$9.65M +$485K +9,522 +5%
DADC
100
D.A. Davidson & Co
Montana
$9.6M +$630K +12,374 +7%

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.