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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
EWM
276
Empirical Wealth Management
Washington
$590K -$11.7K -200 -2%
DE
277
Day & Ennis
Georgia
$588K -$2.25M -38,598 -80%
BJL
278
Brighton Jones LLC
Washington
$585K -$15K -257 -3%
RA
279
RFG Advisory
Alabama
$574K -$1.93M -33,070 -78%
WIA
280
Westbourne Investment Advisors
Maryland
$566K -$80.4K -1,380 -13%
MIFH
281
Migdal Insurance & Financial Holdings
Israel
$555K
IWM
282
IHT Wealth Management
Illinois
$543K -$433K -7,437 -45%
LF
283
LifeSteps Financial
California
$539K -$86.2K -1,480 -14%
WP
284
WealthPLAN Partners
Nebraska
$537K +$513K +8,806 New
SSB
285
Sandy Spring Bank
Maryland
$531K +$17.8K +305 +4%
KA
286
Kovack Advisors
Florida
$527K -$154K -2,636 -23%
CB
287
Community Bank
New York
$524K +$349K +5,989 +222%
KIA
288
KCM Investment Advisors
California
$512K +$494K +8,480 New
Wealth Enhancement Advisory Services
289
Wealth Enhancement Advisory Services
Minnesota
$509K +$485K +8,326 New
SW
290
SVB Wealth
Massachusetts
$501K +$199K +3,412 +70%
SSWM
291
Sheets Smith Wealth Management
North Carolina
$500K +$219K +3,753 +83%
TC
292
Trilogy Capital
California
$489K +$2.16K +37 +0.5%
TF
293
TimeScale Financial
Massachusetts
$475K +$233 +4 +0.1%
FCA
294
FLC Capital Advisors
California
$470K -$294K -5,039 -39%
WWM
295
Western Wealth Management
Colorado
$470K -$83.2K -1,428 -15%
OAM
296
Oppenheimer Asset Management
New York
$470K +$134K +2,303 +42%
B
297
Bailard
California
$461K -$484K -8,299 -52%
SBL
298
Sargent Bickham Lagudis
Colorado
$457K
PAS
299
Park Avenue Securities
New York
$457K +$441K +7,561 New
CAM
300
Caprin Asset Management
Virginia
$456K

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.