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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.69B +$102M +2,003,826 +4%
PP
2
Prudential plc
United Kingdom
$702M +$217M +4,258,021 +45%
US Bancorp
3
US Bancorp
Minnesota
$412M +$106M +2,076,805 +35%
Northern Trust
4
Northern Trust
Illinois
$389M -$4.69M -92,024 -1%
Charles Schwab
5
Charles Schwab
California
$373M +$4.6M +90,409 +1%
JSTA
6
Japan Science & Technology Agency
Japan
$371M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$279M +$30M +589,325 +12%
Bank of America
8
Bank of America
North Carolina
$273M +$38.4M +753,680 +16%
Goldman Sachs
9
Goldman Sachs
New York
$272M +$2.15M +42,169 +0.8%
AssetMark Inc
10
AssetMark Inc
California
$237M +$37.6M +739,173 +19%
Morgan Stanley
11
Morgan Stanley
New York
$219M -$8.06M -158,388 -4%
AC
12
Allstate Corporation
Illinois
$213M -$51.3M -1,007,510 -19%
OCM
13
One Capital Management
California
$203M +$31.5M +619,092 +19%
Ameriprise
14
Ameriprise
Minnesota
$197M +$28.9M +567,543 +17%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$172M -$5.98M -117,448 -3%
MMI
16
Matson Money Inc
Ohio
$171M +$2.68M +52,562 +2%
UBS Group
17
UBS Group
Switzerland
$167M +$11.7M +229,396 +8%
Wells Fargo
18
Wells Fargo
California
$167M +$5.72M +112,293 +4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$144M +$6.12M +120,270 +4%
RJA
20
Raymond James & Associates
Florida
$114M +$9.89M +194,188 +10%
UCFA
21
United Capital Financial Advisors
Texas
$102M +$605K +11,873 +0.6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$96.9M -$2.38M -46,775 -2%
GI
23
Gradient Investments
Minnesota
$95.7M -$65.3M -1,283,374 -41%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$95.4M -$1.68M -32,966 -2%
Franklin Resources
25
Franklin Resources
California
$81.3M +$829K +16,278 +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.