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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
3AM
301
3D Asset Management
Connecticut
$451K +$3.5K +60 +0.8%
GBT
302
Grove Bank & Trust
Florida
$448K -$4.72M -80,965 -92%
SI
303
Shaker Investments
Ohio
$444K +$175 +3 +0%
GIC
304
GFI Investment Counsel
Ontario, Canada
$441K +$7.17K +123 +2%
RCIM
305
Red Cedar Investment Management
Michigan
$441K +$232K +3,987 +120%
EWM
306
Endurance Wealth Management
Rhode Island
$431K +$35.9K +616 +9%
SCG
307
Sonata Capital Group
Washington
$429K -$233K -4,000 -36%
FFBTD
308
First Financial Bank - Trust Division
Ohio
$427K
NFG
309
Nations Financial Group
Iowa
$416K +$19.2K +330 +5%
FFG
310
Fullen Financial Group
Ohio
$416K +$402K +6,894 New
SP
311
Successful Portfolios
Florida
$411K -$225K -3,858 -36%
CAPTRUST Financial Advisors
312
CAPTRUST Financial Advisors
North Carolina
$398K -$3.91M -67,133 -91%
RFC
313
Regions Financial Corp
Alabama
$391K
AIC
314
Ameritas Investment Company
Nebraska
$391K +$22.1K +379 +6%
KWM
315
Kingsview Wealth Management
Oregon
$386K +$38.5K +661 +12%
EWA
316
EP Wealth Advisors
California
$384K -$34.9K -599 -9%
WIA
317
World Investment Advisors
California
$378K -$129K -2,220 -26%
RFN
318
RDA Financial Network
Iowa
$373K +$360K +6,173 New
NB
319
Nicolet Bankshares
Wisconsin
$365K +$139K +2,391 +65%
VC
320
Vicus Capital
Pennsylvania
$363K -$1.23M -21,118 -78%
BCM
321
Boltwood Capital Management
California
$362K
VWM
322
Vigilare Wealth Management
Arizona
$359K +$117 +2 +0%
RCAG
323
Rehmann Capital Advisory Group
Michigan
$358K +$345K +5,929 New
ASN
324
Advisory Services Network
Georgia
$355K -$825K -14,166 -71%
FNT
325
First National Trust
Pennsylvania
$355K

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.