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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
FFG
326
Fullen Financial Group
Ohio
$419K +$305 +5 +0.1%
OAM
327
Oppenheimer Asset Management
New York
$410K -$63.6K -1,043 -13%
CAPTRUST Financial Advisors
328
CAPTRUST Financial Advisors
North Carolina
$402K +$366 +6 +0.1%
AIC
329
Ameritas Investment Company
Nebraska
$391K
EWA
330
EP Wealth Advisors
California
$387K +$122 +2 +0%
WS
331
Wedbush Securities
California
$376K +$74.8K +1,227 +25%
IFG
332
Independent Financial Group
California
$372K +$373K +6,123 New
EAMA
333
EFG Asset Management (Americas)
Florida
$371K -$1.09M -17,904 -75%
WA
334
Wambolt & Associates
Colorado
$368K +$123K +2,015 +50%
Creative Planning
335
Creative Planning
Kansas
$367K +$368K +6,037 New
SFS
336
Sowell Financial Services
Arkansas
$363K +$11.5K +189 +3%
VWM
337
Vigilare Wealth Management
Arizona
$362K +$122 +2 +0%
FNT
338
First National Trust
Pennsylvania
$358K
HCA
339
Heck Capital Advisors
Wisconsin
$357K +$183 +3 +0.1%
WF
340
Welch & Forbes
Massachusetts
$348K
BMM
341
Buffington Mohr McNeal
Idaho
$348K +$349K +5,725 New
ClearBridge Investments
342
ClearBridge Investments
New York
$343K -$2.13K -35 -0.6%
JLBC
343
J.L. Bainbridge & Co
Florida
$342K
V
344
Veritable
Delaware
$341K
CB
345
Community Bank
New York
$339K -$189K -3,100 -36%
HFS
346
Haverford Financial Services
Pennsylvania
$333K -$22.3K -365 -6%
BRWA
347
B. Riley Wealth Advisors
Florida
$333K -$19K -312 -5%
GRP
348
Global Retirement Partners
California
$331K -$13.7K -225 -4%
BCV
349
Banque Cantonale Vaudoise
Switzerland
$331K +$87.2K +1,430 +36%
CB
350
Commerce Bank
Missouri
$327K

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.