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iShares 5-10 Year Investment Grade Corporate Bond ETF

493 hedge funds and large institutions have $8.6B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 209 increasing their positions, 130 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

21,480% more call options, than puts

Call options by funds: $161M | Put options by funds: $745K

61% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 130

23% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 40

12% more capital invested

Capital invested by funds: $7.67B → $8.6B (+$938M)

3.99% more ownership

Funds ownership: 74.49%78.47% (+4%)

1% more funds holding

Funds holding: 487493 (+6)

8% less funds holding in top 10

Funds holding in top 10: 4945 (-4)

Holders
493
Holders Change
+6
Holders Change %
+1.23%
% of All Funds
9.95%
Holding in Top 10
45
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.16%
% of All Funds
0.91%
New
49
Increased
209
Reduced
130
Closed
40
Calls
$161M
Puts
$745K
Net Calls
+$160M
Net Calls Change
+$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
251
Centaurus Financial
California
$850K +$159K +2,602 +23%
RIA
252
Realta Investment Advisors
Delaware
$847K +$226K +3,709 +36%
BJL
253
Brighton Jones LLC
Washington
$842K +$254K +4,171 +43%
TC
254
Trilogy Capital
California
$836K +$349K +5,722 +71%
CFG
255
Cooper Financial Group
California
$827K -$3.23K -53 -0.4%
AAS
256
Avantax Advisory Services
Texas
$826K +$626K +10,255 +306%
AF
257
Allworth Financial
California
$811K -$100K -1,645 -11%
RFO
258
RiverGlades Family Offices
Florida
$791K +$92.7K +1,520 +13%
GL
259
Graypoint LLC
New York
$789K +$791K +12,976 New
WQ
260
Wealth Quarterback
New Jersey
$781K
MIH
261
Meitav Investment House
Israel
$776K +$779K +12,772 New
Susquehanna International Group
262
Susquehanna International Group
Pennsylvania
$770K +$772K +12,664 New
CAM
263
Concorde Asset Management
Michigan
$764K -$103K -1,684 -12%
AWE
264
Avidian Wealth Enterprises
Texas
$762K +$453K +7,434 +146%
IA
265
IFP Advisors
Florida
$733K -$243K -3,984 -25%
BCA
266
Bray Capital Advisors
Florida
$730K
CC
267
Courier Capital
New York
$722K
FG
268
Fiduciary Group
Georgia
$714K
William Blair & Company
269
William Blair & Company
Illinois
$698K +$53.9K +883 +8%
AR
270
Advisory Research
Illinois
$673K
FWP
271
FAS Wealth Partners
Kansas
$669K -$31K -509 -4%
HIS
272
Horizon Investment Services
Indiana
$669K -$15.2K -250 -2%
HNB
273
Huntington National Bank
Ohio
$669K
SW
274
SVB Wealth
Massachusetts
$665K +$162K +2,658 +32%
ACM
275
Advisors Capital Management
New Jersey
$662K -$321K -5,267 -33%

IGIB Hedge Fund Activity: Q3 2020 in Review

493 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2020, worth a combined $8.6B — up 12% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IGIB positions and 40 closed out — a net gain of 9 holders — while 209 added to existing stakes and 130 trimmed.

The largest buyer was BlackRock, adding an estimated $491M. The largest seller was Prudential plc, exiting entirely with an estimated $220M sold.

  • 493 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2020, up from 487 in Q2 2020.
  • Funds reported $8.6B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2020, up 12% quarter-over-quarter.
  • 49 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2020 and 40 closed out, a net change of +9 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2020 was BlackRock, an estimated $491M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2020 was Prudential plc, an estimated $220M sold.

Based on aggregated 13F filings for Q3 2020.