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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
MPM
176
Meritage Portfolio Management
Kansas
$3.84M -$143K -2,807 -4%
SSWM
177
Smith Salley Wealth Management
North Carolina
$3.82M +$3.79M +74,495 New
Cambridge Investment Research Advisors
178
Cambridge Investment Research Advisors
Iowa
$3.79M +$672K +13,207 +22%
WCWM
179
Wooster Corthell Wealth Management
Connecticut
$3.77M -$47.3K -929 -1%
MCM
180
MV Capital Management
Maryland
$3.77M +$298K +5,849 +9%
TPW
181
Transatlantique Private Wealth
New York
$3.75M +$2.31M +45,322 +162%
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$3.73M -$1.76M -34,634 -32%
MFS
183
Mattson Financial Services
Michigan
$3.72M +$3.7M +72,613 New
WA
184
Waverly Advisors
Alabama
$3.53M +$2.88M +56,474 +457%
ANTB
185
AMG National Trust Bank
Colorado
$3.47M +$446K +8,750 +15%
RMDI
186
R.M. Davis Inc
Maine
$3.29M -$52.6K -1,033 -2%
APIM
187
Agate Pass Investment Management
Washington
$3.23M +$68.9K +1,354 +2%
PAS
188
Park Avenue Securities
New York
$3.22M +$1.72M +33,827 +117%
CTA
189
Chesley Taft & Associates
Illinois
$3.21M +$45.8K +900 +1%
ACA
190
Ackerman Capital Advisors
Texas
$3.18M +$94.8K +1,862 +3%
CSB
191
City State Bank
Iowa
$3.07M +$952K +18,705 +45%
CFAM
192
Center For Asset Management
Florida
$3M +$2.56M +50,270 +616%
NRI
193
NFP Retirement Inc
California
$2.92M -$6.52K -128 -0.2%
DG
194
DMC Group
Alabama
$2.86M +$320K +6,276 +13%
BTI
195
Blue Trust Inc
Georgia
$2.83M +$2.79M +54,751 New
FPFS
196
First Personal Financial Services
North Carolina
$2.82M -$25.8K -507 -0.9%
VT
197
Vise Technologies
New York
$2.81M +$623K +12,236 +29%
PFM
198
Phillips Financial Management
Indiana
$2.76M -$215K -4,215 -7%
HWP
199
Highline Wealth Partners
California
$2.71M +$2.69M +52,928 New
IFG
200
Independent Financial Group
California
$2.68M +$1.29M +25,259 +93%

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.