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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
IIC
376
Integrated Investment Consultants
Michigan
$239K +$671 +11 +0.3%
KP
377
Keel Point
Alabama
$238K -$23.2K -381 -9%
Lazard Asset Management
378
Lazard Asset Management
New York
$237K
RA
379
RFG Advisory
Alabama
$235K -$344K -5,645 -59%
CAG
380
Curtis Advisory Group
California
$234K
CWP
381
CFM Wealth Partners
Texas
$233K
CIA
382
Choate Investment Advisors
Massachusetts
$227K
LFA
383
Lighthouse Financial Advisors
Maryland
$220K -$366 -6 -0.2%
SFA
384
Sequoia Financial Advisors
Ohio
$216K +$217K +3,558 New
SG
385
StoneX Group
New York
$213K +$213K +3,495 New
BCM
386
Brookstone Capital Management
Illinois
$213K +$214K +3,507 New
TF
387
Trek Financial
Arizona
$212K +$212K +3,480 New
CAG
388
Crestwood Advisors Group
Massachusetts
$210K -$38.1K -625 -15%
CCA
389
Cobblestone Capital Advisors
New York
$209K +$1.22K +20 +0.6%
CIBC Private Wealth Group
390
CIBC Private Wealth Group
Georgia
$209K +$210K +3,450 New
GCMG
391
Gyroscope Capital Management Group
Florida
$207K
MYIA
392
Mount Yale Investment Advisors
Colorado
$207K
AIM
393
AMI Investment Management
Indiana
$206K
AWM
394
Avior Wealth Management
Nebraska
$206K +$14.4K +236 +7%
VCM
395
Vivaldi Capital Management
Illinois
$203K
HCP
396
Hexagon Capital Partners
Arkansas
$199K +$201K +3,288 New
SWM
397
Sugarloaf Wealth Management
Georgia
$193K -$35.9K -588 -16%
HIIFS
398
Harel Insurance Investments & Financial Services
Israel
$190K
RFA
399
Reilly Financial Advisors
California
$189K +$80.7K +1,323 +74%
SV
400
Sturgeon Ventures
United Kingdom
$179K +$180K +2,946 New

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.