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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
FWM
201
Forza Wealth Management
Florida
$2.68M
KPWS
202
Kestra Private Wealth Services
Texas
$2.66M -$316K -6,211 -11%
NGA
203
Naples Global Advisors
Florida
$2.62M +$345K +6,772 +15%
PPC
204
Park Place Capital
Alabama
$2.61M -$261K -5,120 -9%
SP
205
SWS Partners
Ohio
$2.57M -$3.36K -66 -0.1%
SAM
206
Smartleaf Asset Management
Massachusetts
$2.53M -$737K -14,477 -23%
SWA
207
Stratos Wealth Advisors
Ohio
$2.49M -$103K -2,032 -4%
ACM
208
Absolute Capital Management
Pennsylvania
$2.45M -$56.8K -1,116 -2%
Susquehanna International Group
209
Susquehanna International Group
Pennsylvania
$2.43M +$2.41M +47,358 New
SGI
210
Summit Global Investments
Utah
$2.35M -$1.94K -38 -0.1%
CMP
211
Courage Miller Partners
Virginia
$2.34M -$3.46K -68 -0.1%
RB
212
Renasant Bank
Mississippi
$2.34M -$257K -5,049 -10%
IFA
213
Interactive Financial Advisors
Illinois
$2.33M -$11.9K -233 -0.5%
EDRH
214
Edmond de Rothschild Holding
Switzerland
$2.29M -$186K -3,658 -8%
SA
215
Sanctuary Advisors
Indiana
$2.25M +$2.28M +44,842 New
OC
216
Oppenheimer & Co
New York
$2.25M +$2.23M +43,826 New
KWM
217
Kingsview Wealth Management
Oregon
$2.18M +$532K +10,449 +32%
MSWMA
218
Market Street Wealth Management Advisors
Indiana
$2.17M -$103K -2,014 -5%
CWM
219
Calamos Wealth Management
Illinois
$1.97M -$647K -12,702 -25%
RJT
220
Raymond James Trust
Florida
$1.96M -$174K -3,409 -8%
Lazard Asset Management
221
Lazard Asset Management
New York
$1.94M
VFA
222
Voya Financial Advisors
Connecticut
$1.88M +$55.9K +1,098 +3%
BP
223
Ballentine Partners
Massachusetts
$1.86M +$36.4K +715 +2%
EGA
224
Eagle Global Advisors
Texas
$1.81M -$12.2K -240 -0.7%
TC
225
TAGStone Capital
North Carolina
$1.81M +$2.7K +53 +0.2%

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.