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iShares 5-10 Year Investment Grade Corporate Bond ETF

543 hedge funds and large institutions have $8.7B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 204 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 37

40% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 146

16% more funds holding in top 10

Funds holding in top 10: 4552 (+7)

10% more funds holding

Funds holding: 493543 (+50)

4.12% more ownership

Funds ownership: 78.47%82.59% (+4.1%)

1% more capital invested

Capital invested by funds: $8.6B → $8.7B (+$92M)

Holders
543
Holders Change
+50
Holders Change %
+10.14%
% of All Funds
9.61%
Holding in Top 10
52
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.56%
% of All Funds
0.92%
New
92
Increased
204
Reduced
146
Closed
37
Calls
$162M
Puts
Net Calls
+$162M
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
451
Baldwin Wealth Partners
Massachusetts
$87K
JCM
452
Jacobi Capital Management
Pennsylvania
$87K
GIA
453
Goodwin Investment Advisory
Georgia
$82K +$81.4K +1,330 New
JAM
454
JCIC Asset Management
Ontario, Canada
$81K
APA
455
American Portfolios Advisors
New York
$78.1K
CFO
456
CVA Family Office
Colorado
$74K
PGAM
457
Princeton Global Asset Management
New Jersey
$72K +$71.5K +1,168 New
HDIM
458
Hanson & Doremus Investment Management
Vermont
$67K
HIIFS
459
Harel Insurance Investments & Financial Services
Israel
$65K -$127K -2,074 -66%
RIM
460
Rockbridge Investment Management
New York
$64K
SL
461
Savior LLC
Massachusetts
$63K
CFN
462
Cordasco Financial Network
Florida
$62K
ADL
463
Asset Dedication LLC
California
$61K -$1.16K -19 -2%
BWA
464
Burt Wealth Advisors
Maryland
$60K
AIM
465
Anchor Investment Management
South Carolina
$52.5K
PVH
466
Psagot Value Holdings
Israel
$52K
AF
467
Advisornet Financial
Minnesota
$52K +$40.1K +656 +357%
TAM
468
Tucker Asset Management
Colorado
$48.3K +$47.8K +782 New
KCM
469
Kathmere Capital Management
Pennsylvania
$48K -$40.5K -662 -46%
CFA
470
Carroll Financial Associates
North Carolina
$47K
CFB
471
Cullen/Frost Bankers
Texas
$47K
COCM
472
Charter Oak Capital Management
New Hampshire
$45K +$44.5K +728 New
LFASL
473
Lugano Financial Advisors SA (LFA)
Switzerland
$44K -$45.3K -740 -51%
AWM
474
AllSquare Wealth Management
New York
$44K
AWM
475
Atticus Wealth Management
Florida
$40K

IGIB Hedge Fund Activity: Q4 2020 in Review

543 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2020, worth a combined $8.7B — up 1.1% from $8.6B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new IGIB positions and 37 closed out — a net gain of 55 holders — while 204 added to existing stakes and 146 trimmed.

The largest buyer was Dai-ichi Life Insurance Company, opening a new position worth an estimated $353M. The largest seller was Bank of America, cutting an estimated $479M.

  • 543 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2020, up from 493 in Q3 2020.
  • Funds reported $8.7B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2020, up 1.1% quarter-over-quarter.
  • 92 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2020 and 37 closed out, a net change of +55 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2020 was Dai-ichi Life Insurance Company, an estimated $353M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2020 was Bank of America, an estimated $479M sold.

Based on aggregated 13F filings for Q4 2020.