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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
FFA
401
Founders Financial Alliance
North Carolina
$155K +$155K +2,547 New
Fidelity Investments
402
Fidelity Investments
Massachusetts
$143K -$65.1K -1,067 -31%
GC
403
Grace Capital
Massachusetts
$133K
Kayne Anderson Rudnick Investment Management
404
Kayne Anderson Rudnick Investment Management
California
$126K +$427 +7 +0.3%
GWM
405
Geneos Wealth Management
Colorado
$124K -$19.6K -322 -14%
HFA
406
Hoover Financial Advisors
Pennsylvania
$123K +$123K +2,016 New
WP
407
WealthShield Partners
North Carolina
$120K -$35.9K -589 -23%
CCM
408
Covington Capital Management
California
$106K
LWM
409
Liberty Wealth Management
California
$105K +$488 +8 +0.5%
SQA
410
Simon Quick Advisors
New Jersey
$105K +$105K +1,729 New
GCM
411
Gables Capital Management
Florida
$97K
SIAP
412
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$97K
BCM
413
Bourgeon Capital Management
Connecticut
$89K
LFASL
414
Lugano Financial Advisors SA (LFA)
Switzerland
$89K
PB
415
Pinnacle Bancorp
Nebraska
$89K
FHA
416
Flagship Harbor Advisors
Massachusetts
$89K +$3.84K +63 +4%
Carson Wealth (CWM LLC)
417
Carson Wealth (CWM LLC)
Nebraska
$88K
KCM
418
Kathmere Capital Management
Pennsylvania
$88K +$88K +1,443 New
BWP
419
Baldwin Wealth Partners
Massachusetts
$85K
JCM
420
Jacobi Capital Management
Pennsylvania
$85K +$25.4K +417 +42%
FNBOSM
421
First National Bank of South Miami
Florida
$80K -$71.1K -1,165 -47%
JAM
422
JCIC Asset Management
Ontario, Canada
$79K
APA
423
American Portfolios Advisors
New York
$76.9K
CFO
424
CVA Family Office
Colorado
$73K
WCG
425
Weaver Consulting Group
California
$70K

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.