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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
LWM
251
Loveless Wealth Management
Montana
$1.1M +$306 +5 +0%
State Street
252
State Street
Massachusetts
$1.08M +$28.7K +469 +3%
BHWM
253
Bar Harbor Wealth Management
New Hampshire
$1.07M -$4.28K -70 -0.4%
RIA
254
Realta Investment Advisors
Delaware
$1.06M +$198K +3,233 +23%
BFG
255
Barber Financial Group
Kansas
$1.04M -$328K -5,363 -24%
ACS
256
Archford Capital Strategies
Illinois
$1.04M +$41.4K +676 +4%
GL
257
Graypoint LLC
New York
$1.04M +$236K +3,857 +30%
CAM
258
Concorde Asset Management
Michigan
$1.03M +$255K +4,166 +33%
FPCM
259
Financial Partners Capital Management
New York
$1.02M +$39.8K +650 +4%
SIC
260
Shoker Investment Counsel
Ohio
$1.02M -$26.7K -436 -3%
BJL
261
Brighton Jones LLC
Washington
$1.01M +$153K +2,502 +18%
FA
262
FC Advisory
Pennsylvania
$1.01M +$1.65K +27 +0.2%
SMG
263
Spectrum Management Group
Indiana
$991K +$529K +8,653 +117%
SIA
264
Strategic Investment Advisors
Michigan
$979K -$345K -5,643 -26%
ATC
265
Argent Trust Co
Tennessee
$972K +$34.4K +563 +4%
HIM
266
HawsGoodwin Investment Management
Tennessee
$948K
CAN
267
Cetera Advisor Networks
California
$933K -$35.6K -582 -4%
BEI
268
Benjamin Edwards Inc
Missouri
$927K -$244K -3,988 -21%
CCA
269
Clearwater Capital Advisors
Illinois
$919K -$51.8K -847 -5%
LF
270
Lee Financial
Texas
$917K
FFS
271
Founders Financial Securities
Maryland
$917K +$907K +14,833 New
Renaissance Technologies
272
Renaissance Technologies
New York
$915K +$905K +14,801 New
FWM
273
Foresight Wealth Management
Utah
$905K -$18.4K -300 -2%
AWE
274
Avidian Wealth Enterprises
Texas
$904K +$128K +2,100 +17%
ECA
275
Elevated Capital Advisors
Utah
$898K +$33.5K +547 +4%

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.