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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
BDF
101
Black Diamond Financial
Maryland
$9.54M +$9.47M +186,050 New
WAS
102
WESPAC Advisors SoCal
California
$9.45M +$2.99M +58,658 +47%
PF
103
Phoenix Financial
Israel
$9.14M +$2.59M +50,958 +40%
CIP
104
Capital Insight Partners
Arizona
$9.14M +$110K +2,159 +1%
QS
105
Quantitative Strategies
California
$9.1M +$9.04M +177,553 New
LSIA
106
LaSalle St. Investment Advisors
Illinois
$8.96M +$104K +2,034 +1%
R
107
Rebalance
California
$8.67M +$891K +17,492 +12%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$8.48M +$2.65M +52,081 +46%
SI
109
Stephens Inc
Arkansas
$8.26M +$77K +1,513 +0.9%
MA
110
Mutual Advisors
Nebraska
$8.22M +$582K +11,437 +8%
FAIM
111
Financial Advocates Investment Management
Washington
$8.04M +$2.43M +47,793 +44%
GFG
112
Goldstone Financial Group
Illinois
$7.92M +$335K +6,574 +4%
B
113
Bailard
California
$7.8M +$253K +4,971 +3%
Capstone Investment Advisors
114
Capstone Investment Advisors
New York
$7.66M -$8.51M -167,200 -53%
First Trust Advisors
115
First Trust Advisors
Illinois
$7.62M +$1.1M +21,701 +17%
CWM
116
Concentric Wealth Management
California
$7.55M -$41.3K -811 -0.5%
CPIG
117
Chicago Partners Investment Group
Illinois
$7.51M +$1.08M +21,167 +17%
DC
118
Davenport & Co
Virginia
$7.46M -$129K -2,542 -2%
Creative Planning
119
Creative Planning
Kansas
$7.32M -$40.8K -802 -0.6%
Comerica Bank
120
Comerica Bank
Texas
$7.28M +$66.9K +1,314 +0.9%
NA
121
NewEdge Advisors
Louisiana
$7.24M +$510K +10,009 +8%
CT
122
Caldwell Trust
Florida
$7.21M +$1.01M +19,787 +16%
SPIA
123
Steward Partners Investment Advisory
New York
$7.14M +$154K +3,019 +2%
DC
124
Destiny Capital
Colorado
$7.06M +$227K +4,466 +3%
Baird Financial Group
125
Baird Financial Group
Wisconsin
$6.95M -$99.7K -1,959 -1%

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.