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iShares 5-10 Year Investment Grade Corporate Bond ETF

487 hedge funds and large institutions have $7.67B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 151 increasing their positions, 181 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,447% more call options, than puts

Call options by funds: $144M | Put options by funds: $4.06M

21% more capital invested

Capital invested by funds: $6.32B → $7.67B (+$1.35B)

1% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 70

1% less funds holding

Funds holding: 491487 (-4)

6.69% less ownership

Funds ownership: 81.17%74.49% (-6.7%)

16% less funds holding in top 10

Funds holding in top 10: 5849 (-9)

17% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 181

Holders
487
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
9.99%
Holding in Top 10
49
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.52%
% of All Funds
1%
New
71
Increased
151
Reduced
181
Closed
70
Calls
$144M
Puts
$4.06M
Net Calls
+$140M
Net Calls Change
-$2.93M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
226
Autus Asset Management
Arizona
$1.09M +$37.5K +644 +4%
LWM
227
Loveless Wealth Management
Montana
$1.08M +$1.04M +17,849 New
PFM
228
Phillips Financial Management
Indiana
$1.06M +$7.57K +130 +0.7%
RWA
229
Redhawk Wealth Advisors
Minnesota
$1.06M +$1.02M +17,507 New
State Street
230
State Street
Massachusetts
$1.05M -$47.6K -817 -4%
PMG
231
ProVise Management Group
Florida
$1.01M +$979K +16,800 New
SIC
232
Shoker Investment Counsel
Ohio
$1M +$297K +5,096 +44%
EAM
233
Eagle Asset Management
Florida
$976K -$2.62K -45 -0.3%
ACM
234
Advisors Capital Management
New Jersey
$975K -$27.4K -471 -3%
IA
235
IFP Advisors
Florida
$964K -$1.3M -22,312 -58%
VWA
236
Visionary Wealth Advisors
Illinois
$946K -$3.28M -56,328 -78%
AA
237
Apriem Advisors
California
$929K -$183K -3,146 -17%
ATC
238
Argent Trust Co
Tennessee
$916K
LF
239
Lee Financial
Texas
$913K -$83.8K -1,438 -9%
AF
240
Allworth Financial
California
$905K +$82.2K +1,410 +10%
FA
241
FC Advisory
Pennsylvania
$901K -$11.9K -205 -1%
FHA
242
First Horizon Advisors
Tennessee
$900K +$261K +4,472 +43%
GVAG
243
Great Valley Advisor Group
Delaware
$882K +$18.1K +310 +2%
FPCM
244
Financial Partners Capital Management
New York
$875K +$844K +14,485 New
CG
245
Colony Group
Massachusetts
$874K -$27.5K -472 -3%
ECA
246
Elevated Capital Advisors
Utah
$871K +$827K +14,200 New
OWP
247
Obermeyer Wealth Partners
Colorado
$869K
CAM
248
Concorde Asset Management
Michigan
$861K -$2.84M -48,828 -77%
ACS
249
Archford Capital Strategies
Illinois
$857K +$827K +14,186 New
JWCA
250
J.W. Cole Advisors
Florida
$850K +$820K +14,080 New

IGIB Hedge Fund Activity: Q2 2020 in Review

487 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2020, worth a combined $7.67B — up 21% from $6.32B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IGIB positions and 70 closed out — a net gain of 1 holder — while 151 added to existing stakes and 181 trimmed.

The largest buyer was Bank of America, adding an estimated $417M. The largest seller was Envestnet Asset Management, cutting an estimated $571M.

  • 487 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2020, down from 491 in Q1 2020.
  • Funds reported $7.67B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2020, up 21% quarter-over-quarter.
  • 71 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2020 and 70 closed out, a net change of +1 holder.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2020 was Bank of America, an estimated $417M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $571M sold.

Based on aggregated 13F filings for Q2 2020.