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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
BW
451
Bison Wealth
Georgia
$27K
CHAM
452
Clear Harbor Asset Management
Connecticut
$23.7K +$23.8K +390 New
VFA
453
Valeo Financial Advisors
Indiana
$23K -$46.6K -764 -66%
TCM
454
TD Capital Management
Tennessee
$22K
CHA
455
Carmichael Hill & Associates
Maryland
$21K
AIM
456
Astor Investment Management
Illinois
$20K +$20.4K +334 New
AIA
457
Armor Investment Advisors
North Carolina
$19K
HWA
458
HCR Wealth Advisors
California
$19K
SIM
459
Sonora Investment Management
Arizona
$19K +$19.2K +314 New
PFS
460
Prospera Financial Services
Texas
$19K +$19.3K +316 New
BFO
461
Biltmore Family Office
North Carolina
$18K -$1.71K -28 -9%
OIA
462
Optimum Investment Advisors
Illinois
$18K
VRM
463
Vectors Research Management
New York
$17K
HWA
464
HHM Wealth Advisors
Tennessee
$16K
CIAS
465
Capital Investment Advisory Services
North Carolina
$15K
MAM
466
Meeder Asset Management
Ohio
$15K
GEA
467
Glen Eagle Advisors
New Jersey
$14.3K -$366 -6 -2%
FDCDDQ
468
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.3K
NNP
469
Nachman Norwood & Parrott
South Carolina
$13K +$12.9K +212 New
TRCT
470
Tower Research Capital (TRC)
New York
$12K -$10.2K -167 -46%
PP
471
Pacifica Partners
Canada
$12K -$6.1K -100 -33%
CAM
472
Costello Asset Management
Pennsylvania
$12K
DAM
473
Delta Asset Management
Tennessee
$12K
LWANC
474
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K
CSPIA
475
Cary Street Partners Investment Advisory
Virginia
$12K +$11.9K +195 New

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.