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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
NFG
301
Nations Financial Group
Iowa
$639K +$119K +1,940 +23%
ACM
302
Advisors Capital Management
New Jersey
$637K -$33.7K -551 -5%
Creative Planning
303
Creative Planning
Kansas
$633K +$257K +4,209 +70%
TFS
304
TrustCore Financial Services
Tennessee
$628K +$185K +3,022 +42%
MA
305
MUFG Americas
New York
$620K
NA
306
Nottingham Advisors
New York
$618K
T
307
TRUADVICE
Florida
$617K +$615K +10,047 New
OBWG
308
Onyx Bridge Wealth Group
New York
$615K +$609K +9,954 New
WIA
309
World Investment Advisors
California
$610K +$109K +1,781 +22%
DE
310
Day & Ennis
Georgia
$605K +$1.35K +22 +0.2%
EWM
311
Empirical Wealth Management
Washington
$604K
LNC
312
Lincoln National Corp
Pennsylvania
$602K +$126K +2,065 +27%
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$594K -$284K -4,648 -33%
PWLP
314
Prio Wealth Limited Partnership
Massachusetts
$590K +$584K +9,546 New
WP
315
WealthPLAN Partners
Nebraska
$582K
PCIA
316
Prime Capital Investment Advisors
Kansas
$566K -$11.2K -183 -2%
NB
317
Nicolet Bankshares
Wisconsin
$562K +$111K +1,814 +25%
SW
318
SVB Wealth
Massachusetts
$558K -$116K -1,903 -17%
FWP
319
FAS Wealth Partners
Kansas
$556K -$123K -2,004 -18%
Fisher Asset Management
320
Fisher Asset Management
Washington
$554K +$60.2K +984 +12%
LF
321
LifeSteps Financial
California
$552K
CAM
322
Caprin Asset Management
Virginia
$551K +$83.3K +1,361 +18%
VC
323
Vicus Capital
Pennsylvania
$535K +$47.2K +771 +10%
BFS
324
Bickling Financial Services
Massachusetts
$531K +$525K +8,589 New
WWM
325
Western Wealth Management
Colorado
$530K -$2.88K -47 -0.5%

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.