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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
SP
326
Successful Portfolios
Florida
$530K +$6.49K +106 +1%
SSB
327
Sandy Spring Bank
Maryland
$525K
PAS
328
Park Avenue Securities
New York
$524K -$9.79K -160 -2%
BAM
329
Barrett Asset Management
New York
$518K +$203K +3,315 +65%
SIM
330
Stratos Investment Management
Ohio
$514K -$143K -2,339 -22%
TF
331
TimeScale Financial
Massachusetts
$510K +$23.1K +377 +5%
MCWS
332
McKinley Carter Wealth Services
West Virginia
$493K +$488K +7,983 New
IWM
333
IHT Wealth Management
Illinois
$487K -$2.08K -34 -0.4%
AUB
334
Atlantic Union Bankshares
Virginia
$478K
AIC
335
Ameritas Investment Company
Nebraska
$476K +$76K +1,243 +19%
WQ
336
Wealth Quarterback
New Jersey
$475K -$320K -5,233 -40%
UWM
337
Urban Wealth Management
California
$475K +$471K +7,695 New
SBL
338
Sargent Bickham Lagudis
Colorado
$468K
KWM
339
Kingsview Wealth Management
Oregon
$467K +$18.7K +305 +4%
GBT
340
Grove Bank & Trust
Florida
$459K
SI
341
Shaker Investments
Ohio
$455K +$245 +4 +0.1%
RFC
342
Regions Financial Corp
Alabama
$454K
EWM
343
Endurance Wealth Management
Rhode Island
$452K -$3.06K -50 -0.7%
DIA
344
Dana Investment Advisors
Wisconsin
$448K -$32.1K -525 -7%
ODIJL
345
One Day In July LLC
Vermont
$442K +$438K +7,156 New
IFG
346
Independent Financial Group
California
$441K +$62.4K +1,020 +17%
SCG
347
Sonata Capital Group
Washington
$439K
FCA
348
FLC Capital Advisors
California
$436K -$44.1K -721 -9%
OAM
349
Oppenheimer Asset Management
New York
$433K +$16.5K +269 +4%
SSWM
350
Sheets Smith Wealth Management
North Carolina
$430K -$95.1K -1,554 -18%

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.