iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
491 hedge funds and large institutions have $6.32B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 183 increasing their positions, 164 reducing their positions, and 71 closing their positions.
18,297% more call options, than puts
Call options by funds: $143M | Put options by funds: $780K
41% more funds holding in top 10
Funds holding in top 10: 41 → 58 (+17)
12% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 164
8% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 71
2.52% less ownership
Funds ownership: 83.7% → 81.17% (-2.5%)
3% less funds holding
Funds holding: 506 → 491 (-15)
18% less capital invested
Capital invested by funds: $7.7B → $6.32B (-$1.38B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$137M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$136M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$133M |
| 4 |
Jane Street
New York
|
+$74.5M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$40.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
-$1.03B |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$183M |
| 3 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$140M |
| 4 |
BlackRock
New York
|
-$72.9M |
| 5 |
PAS
Park Avenue Securities
New York
|
-$57.6M |
IGIB Hedge Fund Activity: Q1 2020 in Review
491 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2020, worth a combined $6.32B — down 18% from $7.7B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of IGIB and 65 opened new positions — a net loss of 6 holders — while 164 trimmed existing stakes and 183 added.
The largest buyer was Financial Engines Advisors, adding an estimated $137M. The largest seller was Prudential plc, cutting an estimated $1.03B.
- 491 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2020, down from 506 in Q4 2019.
- Funds reported $6.32B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2020, down 18% quarter-over-quarter.
- 65 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2020 and 71 closed out, a net change of -6 holders.
- The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2020 was Financial Engines Advisors, an estimated $137M added.
- The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2020 was Prudential plc, an estimated $1.03B sold.
Based on aggregated 13F filings for Q1 2020.