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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
CCM
401
Covington Capital Management
California
$105K
LWM
402
Liberty Wealth Management
California
$104K -$1.9M -32,669 -95%
GCM
403
Gables Capital Management
Florida
$96K
SIAP
404
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$96K
BCM
405
Bourgeon Capital Management
Connecticut
$89K
PB
406
Pinnacle Bancorp
Nebraska
$89K +$82.3K +1,412 +2,434%
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$88K
LFASL
408
Lugano Financial Advisors SA (LFA)
Switzerland
$87K
JCM
409
Jacobi Capital Management
Pennsylvania
$85K -$24.3K -417 -30%
BWP
410
Baldwin Wealth Partners
Massachusetts
$85K
FHA
411
Flagship Harbor Advisors
Massachusetts
$85K
FANJ
412
Financial Architects (New Jersey)
New Jersey
$81K
JAM
413
JCIC Asset Management
Ontario, Canada
$79K
APA
414
American Portfolios Advisors
New York
$76.3K -$66.4K -1,139 -47%
CAL
415
Capital Analysts LLC
Pennsylvania
$76K -$67K -1,150 -48%
EDRH
416
Edmond de Rothschild Holding
Switzerland
$75K +$15.7K +270 +28%
AF
417
Advisornet Financial
Minnesota
$74K -$22.4K -384 -24%
CFO
418
CVA Family Office
Colorado
$72K
WCG
419
Weaver Consulting Group
California
$70K -$1.75K -30 -3%
VFA
420
Valeo Financial Advisors
Indiana
$69K +$44.5K +764 +198%
HDIM
421
Hanson & Doremus Investment Management
Vermont
$65K
RIM
422
Rockbridge Investment Management
New York
$63K +$60.4K +1,036 New
SL
423
Savior LLC
Massachusetts
$62K
CFN
424
Cordasco Financial Network
Florida
$60K
Simplex Trading
425
Simplex Trading
Illinois
$59K -$3.44K -59 -6%

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.