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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
Fisher Asset Management
301
Fisher Asset Management
Washington
$485K -$227K -3,718 -32%
IWM
302
IHT Wealth Management
Illinois
$481K -$66.1K -1,083 -12%
TF
303
TimeScale Financial
Massachusetts
$480K +$732 +12 +0.2%
VC
304
Vicus Capital
Pennsylvania
$479K +$114K +1,873 +31%
FCA
305
FLC Capital Advisors
California
$473K
DIA
306
Dana Investment Advisors
Wisconsin
$473K +$475K +7,783 New
AUB
307
Atlantic Union Bankshares
Virginia
$471K -$124K -2,041 -21%
LNC
308
Lincoln National Corp
Pennsylvania
$467K +$193K +3,161 +70%
KA
309
Kovack Advisors
Florida
$464K -$67.2K -1,101 -13%
ASN
310
Advisory Services Network
Georgia
$462K +$105K +1,717 +29%
CAM
311
Caprin Asset Management
Virginia
$460K
SBL
312
Sargent Bickham Lagudis
Colorado
$460K
GBT
313
Grove Bank & Trust
Florida
$452K
B
314
Bailard
California
$450K -$13.7K -225 -3%
SMG
315
Spectrum Management Group
Indiana
$449K -$750K -12,301 -63%
EWM
316
Endurance Wealth Management
Rhode Island
$448K +$13.7K +224 +3%
SI
317
Shaker Investments
Ohio
$447K +$183 +3 +0%
RFC
318
Regions Financial Corp
Alabama
$446K +$53.3K +874 +14%
RCIM
319
Red Cedar Investment Management
Michigan
$444K
NB
320
Nicolet Bankshares
Wisconsin
$443K +$75K +1,230 +20%
KWM
321
Kingsview Wealth Management
Oregon
$441K +$52.5K +860 +13%
TFS
322
TrustCore Financial Services
Tennessee
$435K +$156K +2,556 +56%
WIA
323
Westbourne Investment Advisors
Maryland
$434K -$136K -2,236 -24%
SCG
324
Sonata Capital Group
Washington
$432K
SWA
325
Stratos Wealth Advisors
Ohio
$421K +$70.5K +1,155 +20%

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.