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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
RIG
376
RiverFront Investment Group
Virginia
$335K +$331K +5,414 New
BWCS
377
Beirne Wealth Consulting Services
Connecticut
$328K +$19.5K +318 +6%
EDRH
378
Edmond de Rothschild Holding
Switzerland
$327K +$279K +4,557 +624%
BRWA
379
B. Riley Wealth Advisors
Florida
$322K -$16.9K -277 -5%
CS
380
Credit Suisse
Switzerland
$322K +$319K +5,210 New
B
381
Bailard
California
$314K -$142K -2,319 -31%
MOS
382
MGO One Seven
Ohio
$314K -$13.6K -223 -4%
BFA
383
Beaumont Financial Advisors
Massachusetts
$303K -$817K -13,357 -73%
Wealth Enhancement Advisory Services
384
Wealth Enhancement Advisory Services
Minnesota
$303K -$195K -3,181 -39%
BCM
385
Boltwood Capital Management
California
$300K
EAM
386
Evanson Asset Management
California
$300K
GIA
387
Gladstone Institutional Advisory
Florida
$299K -$18.4K -300 -6%
ASN
388
Advisory Services Network
Georgia
$295K -$173K -2,821 -37%
CWM
389
Chesapeake Wealth Management
Virginia
$295K -$14.1K -230 -5%
PSUF
390
People's United Financial
Connecticut
$295K +$18.5K +302 +7%
GLA
391
Good Life Advisors
Pennsylvania
$289K +$551 +9 +0.2%
MAA
392
Matrix Asset Advisors
New York
$288K -$5.32K -87 -2%
SG
393
StoneX Group
New York
$285K +$67.9K +1,110 +32%
VCA
394
Verdence Capital Advisors
Maryland
$284K +$15K +245 +6%
FFBTD
395
First Financial Bank - Trust Division
Ohio
$280K
RBA
396
Richard Bernstein Advisors
New York
$279K -$371M -6,069,823 -100%
COF
397
Capital One Financial
Virginia
$265K +$262K +4,285 New
HS
398
Horan Securities
United States
$264K -$5.26K -86 -2%
CC
399
Copperleaf Capital
North Carolina
$262K -$4.82M -78,715 -95%
SAM
400
S.A. Mason
Michigan
$262K

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.