We are live on ! Find out more
IGIB icon

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
GVAG
276
Great Valley Advisor Group
Delaware
$654K -$235K -3,859 -26%
TNBTD
277
Trustmark National Bank Trust Department
Mississippi
$652K
SIM
278
Stratos Investment Management
Ohio
$648K +$439K +7,196 +208%
FHA
279
First Horizon Advisors
Tennessee
$630K -$277K -4,549 -30%
EAM
280
Eagle Asset Management
Florida
$625K -$364K -5,975 -37%
MA
281
MUFG Americas
New York
$610K
AFG
282
Albion Financial Group
Utah
$610K +$612K +10,027 New
SSG
283
Summit Securities Group
New York
$608K -$915K -15,000 -60%
NA
284
Nottingham Advisors
New York
$608K
EWM
285
Empirical Wealth Management
Washington
$594K
DE
286
Day & Ennis
Georgia
$594K +$1.34K +22 +0.2%
WP
287
WealthPLAN Partners
Nebraska
$579K +$42.1K +691 +8%
PCIA
288
Prime Capital Investment Advisors
Kansas
$568K -$36.5K -599 -6%
MIFH
289
Migdal Insurance & Financial Holdings
Israel
$559K
LF
290
LifeSteps Financial
California
$543K
PAS
291
Park Avenue Securities
New York
$525K +$65.4K +1,073 +14%
AWMS
292
Advocacy Wealth Management Services
Georgia
$524K -$16.4M -268,911 -97%
WWM
293
Western Wealth Management
Colorado
$524K +$50.7K +832 +11%
SSWM
294
Sheets Smith Wealth Management
North Carolina
$518K +$14.8K +243 +3%
SSB
295
Sandy Spring Bank
Maryland
$516K -$18.6K -305 -3%
SP
296
Successful Portfolios
Florida
$515K +$102K +1,675 +25%
NFG
297
Nations Financial Group
Iowa
$511K +$92.3K +1,513 +22%
WIA
298
World Investment Advisors
California
$497K +$122K +1,998 +32%
Wealth Enhancement Advisory Services
299
Wealth Enhancement Advisory Services
Minnesota
$496K -$12.3K -201 -2%
LFG
300
LifePlan Financial Group
Ohio
$493K -$177K -2,898 -26%

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.