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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
IWC
351
Integrated Wealth Concepts
Massachusetts
$326K -$405K -6,641 -55%
MOS
352
MGO One Seven
Ohio
$323K +$13.4K +220 +4%
MCIA
353
Mountain Capital Investment Advisors
Colorado
$314K -$18.7M -306,747 -98%
GIA
354
Gladstone Institutional Advisory
Florida
$313K -$1.68M -27,478 -84%
W
355
WealthOne
New York
$312K +$313K +5,135 New
BAM
356
Barrett Asset Management
New York
$308K +$63.4K +1,040 +26%
CWM
357
Chesapeake Wealth Management
Virginia
$305K -$32K -525 -9%
BWCS
358
Beirne Wealth Consulting Services
Connecticut
$303K +$304K +4,986 New
RCAG
359
Rehmann Capital Advisory Group
Michigan
$300K -$60.8K -997 -17%
BCM
360
Boltwood Capital Management
California
$295K -$69.5K -1,140 -19%
EAM
361
Evanson Asset Management
California
$295K
MAA
362
Matrix Asset Advisors
New York
$289K +$33.2K +545 +13%
Lido Advisors
363
Lido Advisors
California
$288K +$289K +4,738 New
HR
364
Hayden Royal
North Carolina
$285K +$5.49K +90 +2%
GLA
365
Good Life Advisors
Pennsylvania
$283K -$1.4K -23 -0.5%
BFG
366
Beacon Financial Group
Texas
$280K
FFBTD
367
First Financial Bank - Trust Division
Ohio
$275K -$155K -2,539 -36%
PSUF
368
People's United Financial
Connecticut
$272K +$42.5K +696 +18%
HS
369
Horan Securities
United States
$265K +$6.89K +113 +3%
VCA
370
Verdence Capital Advisors
Maryland
$264K
SAM
371
S.A. Mason
Michigan
$257K
PPW
372
Parcion Private Wealth
Washington
$254K +$25.2K +413 +11%
NL
373
NEPC LLC
Massachusetts
$249K
S
374
SignatureFD
Georgia
$244K +$1.77K +29 +0.7%
FHB
375
First Hawaiian Bank
Hawaii
$243K

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.