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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
HWA
451
HCR Wealth Advisors
California
$19K
BFIM
452
Beese Fulmer Investment Management
Ohio
$19K +$18.1K +310 New
OIA
453
Optimum Investment Advisors
Illinois
$18K
PP
454
Pacifica Partners
Canada
$18K
HWA
455
HHM Wealth Advisors
Tennessee
$16K
VRM
456
Vectors Research Management
New York
$16K
PFGIA
457
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$64K -1,098 -81%
CIAS
458
Capital Investment Advisory Services
North Carolina
$15K
MAM
459
Meeder Asset Management
Ohio
$15K +$1.57K +27 +12%
GEA
460
Glen Eagle Advisors
New Jersey
$14.6K -$4.89K -84 -26%
FDCDDQ
461
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.2K
DAM
462
Delta Asset Management
Tennessee
$12K
LWANC
463
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K
CAM
464
Costello Asset Management
Pennsylvania
$12K +$11.2K +192 New
WR
465
Watson Rebecca
$12K +$11.7K +200 New
SIS
466
Sound Income Strategies
Florida
$11K -$21.8K -375 -67%
AIC
467
Archer Investment Corporation
Indiana
$10.5K
SF
468
Synovus Financial
Georgia
$9K -$50.2K -862 -85%
TWA
469
TCI Wealth Advisors
Arizona
$9K
MRCM
470
M&R Capital Management
New Jersey
$9K +$8.74K +150 New
PFBT
471
Parkside Financial Bank & Trust
Missouri
$8K
OC
472
Oakworth Capital
Alabama
$8K +$8.16K +140 New
BWA
473
BDO Wealth Advisors
Florida
$7K
APWA
474
Atlas Private Wealth Advisors
New Jersey
$7K +$6.99K +120 New
BFC
475
Bedel Financial Consulting
Indiana
$6K

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.