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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
HPC
351
Hobart Private Capital
North Carolina
$274K -$4.75M -81,477 -95%
LNC
352
Lincoln National Corp
Pennsylvania
$273K +$28K +480 +12%
VCA
353
Verdence Capital Advisors
Maryland
$263K +$14.6K +250 +6%
KP
354
Keel Point
Alabama
$259K +$250K +4,289 New
CWS
355
Cypress Wealth Services
California
$258K -$3.22M -55,327 -93%
HWMG
356
Hurlow Wealth Management Group
Indiana
$258K -$727K -12,485 -75%
HS
357
Horan Securities
United States
$256K -$40.4K -693 -14%
SAM
358
S.A. Mason
Michigan
$256K +$247K +4,234 New
MAA
359
Matrix Asset Advisors
New York
$254K +$245K +4,206 New
CAG
360
Crestwood Advisors Group
Massachusetts
$247K -$65.5K -1,125 -22%
BHB
361
Bank Hapoalim BM
Israel
$247K
NL
362
NEPC LLC
Massachusetts
$247K -$11.4M -194,982 -98%
WA
363
Wambolt & Associates
Colorado
$244K -$1.22K -21 -0.5%
BAM
364
Barrett Asset Management
New York
$243K +$235K +4,030 New
FHB
365
First Hawaiian Bank
Hawaii
$242K
BCV
366
Banque Cantonale Vaudoise
Switzerland
$242K +$181K +3,113 +346%
S
367
SignatureFD
Georgia
$241K +$176K +3,026 +316%
IIC
368
Integrated Investment Consultants
Michigan
$237K -$142K -2,444 -38%
Lazard Asset Management
369
Lazard Asset Management
New York
$235K
DSN
370
D. Scott Neal
Kentucky
$235K +$227K +3,895 New
PCS
371
Personal CFO Solutions
New Jersey
$233K -$3.5M -60,063 -94%
CAG
372
Curtis Advisory Group
California
$232K
CWP
373
CFM Wealth Partners
Texas
$231K
PSUF
374
People's United Financial
Connecticut
$228K -$103K -1,766 -32%
SWM
375
Sugarloaf Wealth Management
Georgia
$227K -$59K -1,012 -21%

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.