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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
FFG
351
Fullen Financial Group
Ohio
$428K +$1.83K +30 +0.4%
AWMS
352
Advocacy Wealth Management Services
Georgia
$426K -$105K -1,719 -20%
MP
353
McDonald Partners
Ohio
$415K +$411K +6,712 New
SFS
354
Sowell Financial Services
Arkansas
$412K +$42.7K +698 +12%
CAPTRUST Financial Advisors
355
CAPTRUST Financial Advisors
North Carolina
$407K -$367 -6 -0.1%
WIA
356
Westbourne Investment Advisors
Maryland
$398K -$42.8K -700 -10%
SWA
357
Stratos Wealth Advisors
Ohio
$388K -$39.3K -642 -9%
WS
358
Wedbush Securities
California
$382K +$673 +11 +0.2%
WF
359
Welch & Forbes
Massachusetts
$379K +$24.5K +400 +7%
EAMA
360
EFG Asset Management (Americas)
Florida
$377K
CB
361
Community Bank
New York
$372K +$27.5K +450 +8%
OPWM
362
Oxinas Partners Wealth Management
Indiana
$370K +$366K +5,981 New
JAG
363
Journey Advisory Group
Kentucky
$366K +$362K +5,925 New
VWM
364
Vigilare Wealth Management
Arizona
$364K -$3.61K -59 -1%
HCA
365
Heck Capital Advisors
Wisconsin
$361K -$1.04K -17 -0.3%
EWA
366
EP Wealth Advisors
California
$356K -$37K -605 -9%
GRP
367
Global Retirement Partners
California
$353K +$16.3K +266 +5%
BHB
368
Bank Hapoalim BM
Israel
$350K
JLBC
369
J.L. Bainbridge & Co
Florida
$348K
V
370
Veritable
Delaware
$346K
Fidelity Investments
371
Fidelity Investments
Massachusetts
$346K +$199K +3,257 +139%
WP
372
WealthSource Partners
California
$346K +$342K +5,594 New
ClearBridge Investments
373
ClearBridge Investments
New York
$340K -$8.14K -133 -2%
HFS
374
Haverford Financial Services
Pennsylvania
$338K
BCV
375
Banque Cantonale Vaudoise
Switzerland
$337K

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.