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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
HCA
326
Heck Capital Advisors
Wisconsin
$354K +$342K +5,862 New
HFS
327
Haverford Financial Services
Pennsylvania
$353K -$5.65K -97 -2%
COF
328
Capital One Financial
Virginia
$352K -$370K -6,344 -52%
BRWA
329
B. Riley Wealth Advisors
Florida
$350K -$3.23M -55,430 -91%
SFS
330
Sowell Financial Services
Arkansas
$349K -$1M -17,200 -75%
SWA
331
Stratos Wealth Advisors
Ohio
$349K +$179K +3,072 +114%
WF
332
Welch & Forbes
Massachusetts
$346K
ClearBridge Investments
333
ClearBridge Investments
New York
$343K -$4.14K -71 -1%
GRP
334
Global Retirement Partners
California
$342K -$93.9K -1,611 -22%
SWP
335
Stratos Wealth Partners
Ohio
$341K -$72K -1,236 -18%
JLBC
336
J.L. Bainbridge & Co
Florida
$340K
V
337
Veritable
Delaware
$338K
CWM
338
Chesapeake Wealth Management
Virginia
$334K -$20.9K -359 -6%
CB
339
Commerce Bank
Missouri
$325K
BPA
340
Beacon Pointe Advisors
California
$319K +$307K +5,261 New
AWE
341
Avidian Wealth Enterprises
Texas
$308K -$1.25M -21,434 -81%
MOS
342
MGO One Seven
Ohio
$307K -$14.6K -250 -5%
SXL
343
Summit X LLC
Missouri
$300K -$1.94M -33,346 -87%
WS
344
Wedbush Securities
California
$299K +$288K +4,948 New
EAM
345
Evanson Asset Management
California
$293K
FCA
346
FinTrust Capital Advisors
South Carolina
$291K -$643K -11,029 -70%
GLA
347
Good Life Advisors
Pennsylvania
$284K -$39.7K -681 -13%
BFG
348
Beacon Financial Group
Texas
$280K -$6.99K -120 -3%
HR
349
Hayden Royal
North Carolina
$278K -$88.1K -1,512 -25%
TFS
350
TrustCore Financial Services
Tennessee
$277K +$87.4K +1,500 +49%

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.