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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
CFG
251
Cooper Financial Group
California
$825K +$285K +4,886 +56%
WQ
252
Wealth Quarterback
New Jersey
$781K -$967K -16,601 -56%
KC
253
Knuff & Co
California
$772K +$523K +8,985 +236%
IWC
254
Integrated Wealth Concepts
Massachusetts
$725K -$599K -10,278 -46%
BCA
255
Bray Capital Advisors
Florida
$725K
CC
256
Courier Capital
New York
$713K
FG
257
Fiduciary Group
Georgia
$709K
Fisher Asset Management
258
Fisher Asset Management
Washington
$706K +$171K +2,942 +34%
FWP
259
FAS Wealth Partners
Kansas
$695K -$51.2K -878 -7%
RFO
260
RiverGlades Family Offices
Florida
$694K
CF
261
Centaurus Financial
California
$687K +$663K +11,377 New
HIS
262
Horizon Investment Services
Indiana
$680K -$15.7K -270 -2%
HNB
263
Huntington National Bank
Ohio
$668K
AR
264
Advisory Research
Illinois
$668K +$645K +11,070 New
LFG
265
LifePlan Financial Group
Ohio
$665K -$2.57M -44,060 -80%
22CM
266
20/20 Capital Management
California
$663K
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$660K +$296K +5,080 +87%
Bank Julius Baer & Co
268
Bank Julius Baer & Co
Switzerland
$648K +$625K +10,730 New
TNBTD
269
Trustmark National Bank Trust Department
Mississippi
$647K -$10.2K -175 -2%
William Blair & Company
270
William Blair & Company
Illinois
$640K +$50.6K +869 +9%
CFGS
271
Concourse Financial Group Securities
Alabama
$617K -$4.85M -83,224 -89%
RIA
272
Realta Investment Advisors
Delaware
$617K -$13.3K -228 -2%
KF
273
Krilogy Financial
Missouri
$610K +$589K +10,103 New
PCIA
274
Prime Capital Investment Advisors
Kansas
$600K +$54.9K +942 +10%
AUB
275
Atlantic Union Bankshares
Virginia
$591K -$43.1K -739 -7%

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.