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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
TF
126
Theory Financial
Colorado
$6.92M -$564K -11,078 -8%
GB
127
Gunma Bank
Japan
$6.66M +$6.62M +130,000 New
JE
128
JMAC Enterprises
Pennsylvania
$6.51M +$705K +13,843 +12%
Citigroup
129
Citigroup
New York
$6.5M +$671K +13,180 +12%
HighTower Advisors
130
HighTower Advisors
Illinois
$6.48M +$342K +6,710 +6%
CCA
131
Checchi Capital Advisers
California
$6.47M -$314K -6,165 -5%
AWS
132
Atria Wealth Solutions
New York
$6.26M +$490K +9,629 +9%
BCWM
133
Bartlett & Co Wealth Management
Ohio
$6.23M -$239K -4,696 -4%
PAG
134
Private Advisor Group
New Jersey
$6.21M -$658K -12,915 -10%
SWG
135
Summit Wealth Group
Vermont
$6.17M +$6.13M +120,375 New
BCM
136
Becker Capital Management
Oregon
$5.92M +$159K +3,117 +3%
JIR
137
James Investment Research
Ohio
$5.9M -$146K -2,875 -2%
AIM
138
Aspen Investment Management
Michigan
$5.88M +$248K +4,866 +4%
BFA
139
Brown Financial Advisors
Ohio
$5.67M +$5.64M +110,684 New
AWA
140
Adapt Wealth Advisors
Georgia
$5.62M +$1.24M +24,357 +29%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$5.54M +$391K +7,680 +8%
MWAM
142
Manhattan West Asset Management
California
$5.54M -$1.16M -22,831 -17%
BFC
143
Blue Fin Capital
Rhode Island
$5.43M +$888K +17,438 +20%
DWM
144
Destination Wealth Management
California
$5.38M +$133K +2,614 +3%
Fisher Asset Management
145
Fisher Asset Management
Washington
$5.25M +$498K +9,783 +11%
JC
146
JB Capital
Connecticut
$5.17M +$1.09M +21,484 +27%
PIMG
147
Patriot Investment Management Group
Tennessee
$5.14M +$389K +7,635 +8%
IDBONY
148
Israel Discount Bank of New York
New York
$5.07M -$2.14M -42,125 -30%
HHRDM
149
H&H Retirement Design & Management
Nevada
$5.04M +$6.16K +121 +0.1%
SMI
150
Shelter Mutual Insurance
Missouri
$4.99M

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.