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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
BWA
426
Burt Wealth Advisors
Maryland
$59K
FA
427
Faithward Advisors
Pennsylvania
$57K +$408 +7 +0.8%
IA
428
Independence Advisors
Pennsylvania
$54K +$49.4K +848 +1,600%
AIM
429
Anchor Investment Management
South Carolina
$51.3K
BBA
430
Braun-Bostich & Associates
Pennsylvania
$51K
FWM
431
Focused Wealth Management
New York
$51K
CFA
432
Carroll Financial Associates
North Carolina
$46K
CFB
433
Cullen/Frost Bankers
Texas
$46K +$29.5K +506 +196%
AWM
434
Atticus Wealth Management
Florida
$44K -$238K -4,092 -85%
PVH
435
Psagot Value Holdings
Israel
$42K -$23.3K -400 -37%
BCA
436
Berman Capital Advisors
Georgia
$42K +$40.6K +697 New
BFEC
437
Benjamin F. Edwards & Company
Missouri
$40K -$20.4K -350 -35%
AWM
438
AllSquare Wealth Management
New York
$40K
IFAM
439
Institutional & Family Asset Management
Colorado
$38K +$37K +635 New
EP
440
Eudaimonia Partners
Tennessee
$36K -$101K -1,740 -74%
KTC
441
Kistler-Tiffany Companies
Pennsylvania
$31K +$408 +7 +1%
CAAS
442
Capital Asset Advisory Services
Michigan
$30K +$13.2K +227 +84%
FCM
443
Firestone Capital Management
Florida
$29K
BW
444
Bison Wealth
Georgia
$27K
TCM
445
TD Capital Management
Tennessee
$22K
TRCT
446
Tower Research Capital (TRC)
New York
$22K +$8.33K +143 +66%
CHA
447
Carmichael Hill & Associates
Maryland
$21K -$16.2K -278 -45%
BFO
448
Biltmore Family Office
North Carolina
$20K
OPS
449
Orion Portfolio Solutions
Nebraska
$20K +$1.57K +27 +9%
AIA
450
Armor Investment Advisors
North Carolina
$19K

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.