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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
HDIM
426
Hanson & Doremus Investment Management
Vermont
$66K
RIM
427
Rockbridge Investment Management
New York
$63K
SL
428
Savior LLC
Massachusetts
$62K
CFN
429
Cordasco Financial Network
Florida
$61K
ADL
430
Asset Dedication LLC
California
$61K +$61.6K +1,010 New
BWA
431
Burt Wealth Advisors
Maryland
$59K
FA
432
Faithward Advisors
Pennsylvania
$57K +$366 +6 +0.6%
IA
433
Independence Advisors
Pennsylvania
$55K
FWM
434
Focused Wealth Management
New York
$52K
AIM
435
Anchor Investment Management
South Carolina
$51.7K
PVH
436
Psagot Value Holdings
Israel
$51K +$9.45K +155 +23%
CFA
437
Carroll Financial Associates
North Carolina
$46K
CFB
438
Cullen/Frost Bankers
Texas
$46K
EDRH
439
Edmond de Rothschild Holding
Switzerland
$44K -$31.7K -520 -42%
AWM
440
AllSquare Wealth Management
New York
$44K +$3.17K +52 +8%
BFEC
441
Benjamin F. Edwards & Company
Missouri
$42K +$1.65K +27 +4%
AWM
442
Atticus Wealth Management
Florida
$39K -$4.58K -75 -10%
IFAM
443
Institutional & Family Asset Management
Colorado
$39K
EP
444
Eudaimonia Partners
Tennessee
$37K
Simplex Trading
445
Simplex Trading
Illinois
$33K -$26.6K -436 -44%
KTC
446
Kistler-Tiffany Companies
Pennsylvania
$32K +$183 +3 +0.6%
APC
447
Aspire Private Capital
North Carolina
$31K +$29.2K +478 +1,366%
HCA
448
Horan Capital Advisors
Ohio
$31K +$30.9K +506 New
CAAS
449
Capital Asset Advisory Services
Michigan
$30K
FCM
450
Firestone Capital Management
Florida
$29K

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.