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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
GIM
151
Goelzer Investment Management
Indiana
$4.99M +$248K +4,866 +5%
HWAM
152
Hennion & Walsh Asset Management
New Jersey
$4.89M +$318K +6,236 +7%
UB
153
UMB Bank
Missouri
$4.83M -$39.9K -783 -0.8%
PBO
154
Peoples Bank (Ohio)
Ohio
$4.82M +$142K +2,796 +3%
SAG
155
SageView Advisory Group
California
$4.81M
DC
156
Darrow Company
Massachusetts
$4.72M +$224K +4,401 +5%
BCA
157
Bray Capital Advisors
Florida
$4.68M
VW
158
Veridan Wealth
Oregon
$4.67M +$4.46M +87,628 New
VHAM
159
Van Hulzen Asset Management
California
$4.59M -$21.4K -421 -0.5%
Renaissance Technologies
160
Renaissance Technologies
New York
$4.59M +$4.56M +89,600 New
OAM
161
Oppenheimer Asset Management
New York
$4.58M +$543K +10,658 +14%
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$4.51M +$740K +14,535 +20%
Lido Advisors
163
Lido Advisors
California
$4.48M +$2.45M +48,216 +123%
HCP
164
Holt Capital Partners
Texas
$4.47M +$92.3K +1,813 +2%
AFG
165
Atomi Financial Group
New York
$4.4M +$2.55M +50,147 +141%
FAM
166
Forte Asset Management
New York
$4.36M +$273K +5,360 +7%
RFS
167
Retirement Financial Solutions
Tennessee
$4.21M +$179K +3,515 +4%
BCG
168
Breakwater Capital Group
New Jersey
$4.21M -$987K -19,382 -19%
FIM
169
Freedom Investment Management
Connecticut
$4.12M -$2.52M -49,547 -38%
RWM
170
Revisor Wealth Management
Ohio
$4.08M -$3.95M -77,628 -49%
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$4.07M +$2.27M +44,600 +125%
EPP
172
ETF Portfolio Partners
Kansas
$4.03M -$1.56M -30,665 -28%
LFASL
173
Lugano Financial Advisors SA (LFA)
Switzerland
$3.92M -$200K -3,930 -5%
FA
174
FDx Advisors
Illinois
$3.88M -$25.8K -507 -0.7%
RIA
175
Regal Investment Advisors
Michigan
$3.86M +$132K +2,591 +4%

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.