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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
PPW
376
Parcion Private Wealth
Washington
$227K +$219K +3,759 New
CIA
377
Choate Investment Advisors
Massachusetts
$226K
LFA
378
Lighthouse Financial Advisors
Maryland
$219K +$212K +3,636 New
SIM
379
Stratos Investment Management
Ohio
$209K +$201K +3,457 New
Fidelity Investments
380
Fidelity Investments
Massachusetts
$206K -$99.7K -1,712 -33%
CCA
381
Cobblestone Capital Advisors
New York
$206K +$199K +3,420 New
GCMG
382
Gyroscope Capital Management Group
Florida
$205K -$1.96M -33,681 -91%
MYIA
383
Mount Yale Investment Advisors
Colorado
$205K -$323K -5,546 -62%
AIM
384
AMI Investment Management
Indiana
$205K -$80.1K -1,375 -29%
Renaissance Technologies
385
Renaissance Technologies
New York
$205K +$198K +3,400 New
VCM
386
Vivaldi Capital Management
Illinois
$204K +$194K +3,330 New
AAS
387
Avantax Advisory Services
Texas
$203K -$49.5K -849 -20%
AWM
388
Avior Wealth Management
Nebraska
$191K +$1.46K +25 +0.8%
HIIFS
389
Harel Insurance Investments & Financial Services
Israel
$189K -$45.6K -782 -20%
WP
390
WealthShield Partners
North Carolina
$155K -$954K -16,381 -86%
FNBOSM
391
First National Bank of South Miami
Florida
$150K
LWM
392
Lenox Wealth Management
Ohio
$148K -$173K -2,961 -55%
GWM
393
Geneos Wealth Management
Colorado
$142K -$144K -2,470 -51%
KPW
394
Kore Private Wealth
New York
$137K
GC
395
Grace Capital
Massachusetts
$133K
Kayne Anderson Rudnick Investment Management
396
Kayne Anderson Rudnick Investment Management
California
$124K +$466 +8 +0.4%
CL
397
Cabana LLC
Arkansas
$123K +$119K +2,037 New
BAM
398
Belpointe Asset Management
Nevada
$122K +$118K +2,022 New
SCA
399
Stonebridge Capital Advisors
Minnesota
$120K
RFA
400
Reilly Financial Advisors
California
$108K -$7.28K -125 -7%

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.