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iShares 5-10 Year Investment Grade Corporate Bond ETF

543 hedge funds and large institutions have $8.7B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 204 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 37

40% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 146

16% more funds holding in top 10

Funds holding in top 10: 4552 (+7)

10% more funds holding

Funds holding: 493543 (+50)

4.12% more ownership

Funds ownership: 78.47%82.59% (+4.1%)

1% more capital invested

Capital invested by funds: $8.6B → $8.7B (+$92M)

Holders
543
Holders Change
+50
Holders Change %
+10.14%
% of All Funds
9.61%
Holding in Top 10
52
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.56%
% of All Funds
0.92%
New
92
Increased
204
Reduced
146
Closed
37
Calls
$162M
Puts
Net Calls
+$162M
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
FFWM
226
Future Financial Wealth Management
Ohio
$1.47M +$1.45M +23,772 New
ACP
227
Ashfield Capital Partners
California
$1.44M +$22.2K +363 +2%
SAS
228
Sage Advisory Services
Texas
$1.43M -$1.67M -27,270 -54%
CPO
229
Cerity Partners OCIO
New York
$1.43M +$1.71K +28 +0.1%
PFM
230
Phillips Financial Management
Indiana
$1.42M +$239K +3,912 +20%
CAS
231
Coppell Advisory Solutions
Texas
$1.4M +$1.39M +22,676 New
JWCA
232
J.W. Cole Advisors
Florida
$1.38M +$475K +7,766 +53%
IP
233
Investment Partners
Ohio
$1.37M +$1.1K +18 +0.1%
M&T Bank
234
M&T Bank
New York
$1.37M +$30.3K +495 +2%
AR
235
Advisory Research
Illinois
$1.37M +$677K +11,070 +100%
MM
236
Meridian Management
Arkansas
$1.36M +$8.14K +133 +0.6%
AFP
237
Ausdal Financial Partners
Iowa
$1.35M +$6.24K +102 +0.5%
BTWM
238
Baker Tilly Wealth Management
Wisconsin
$1.31M +$1.3M +21,287 New
AFS
239
Annapolis Financial Services
Maryland
$1.3M +$1.29M +21,026 New
UFA
240
US Financial Advisors
Massachusetts
$1.28M +$1.27M +20,731 New
SCA
241
Snowden Capital Advisors
New York
$1.28M +$19.3K +315 +2%
RFN
242
RDA Financial Network
Iowa
$1.27M +$107K +1,754 +9%
DP
243
Dearborn Partners
Illinois
$1.25M -$28.1K -460 -2%
SAS
244
Sanford Advisory Services
Michigan
$1.23M +$1.22M +19,912 New
SFG
245
StrategIQ Financial Group
Indiana
$1.2M -$6K -98 -0.5%
MSS
246
Mitchell Sinkler & Starr
Pennsylvania
$1.16M -$34.9K -570 -3%
BA
247
Bellwether Advisors
Nebraska
$1.14M +$1.13M +18,479 New
CWA
248
Centennial Wealth Advisory
Michigan
$1.14M +$1.13M +18,419 New
AA
249
Apriem Advisors
California
$1.13M +$132K +2,155 +13%
AAM
250
Autus Asset Management
Arizona
$1.1M

IGIB Hedge Fund Activity: Q4 2020 in Review

543 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2020, worth a combined $8.7B — up 1.1% from $8.6B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new IGIB positions and 37 closed out — a net gain of 55 holders — while 204 added to existing stakes and 146 trimmed.

The largest buyer was Dai-ichi Life Insurance Company, opening a new position worth an estimated $353M. The largest seller was Bank of America, cutting an estimated $479M.

  • 543 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2020, up from 493 in Q3 2020.
  • Funds reported $8.7B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2020, up 1.1% quarter-over-quarter.
  • 92 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2020 and 37 closed out, a net change of +55 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2020 was Dai-ichi Life Insurance Company, an estimated $353M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2020 was Bank of America, an estimated $479M sold.

Based on aggregated 13F filings for Q4 2020.