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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$47.1M +$24.7M +423,313 +119%
HTC
27
Haverford Trust Company
Pennsylvania
$45.5M +$1.3M +22,362 +3%
CWM
28
Campbell Wealth Management
Virginia
$43.4M +$1.37M +23,597 +3%
Truist Financial
29
Truist Financial
North Carolina
$42.4M +$13.4M +230,679 +49%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.9M +$4.12M +70,660 +13%
Goldman Sachs
31
Goldman Sachs
New York
$36.7M +$696K +11,950 +2%
US Bancorp
32
US Bancorp
Minnesota
$36.6M +$1.47M +25,279 +4%
ST
33
Sabal Trust
Florida
$31.5M -$488K -8,376 -2%
DIP
34
DT Investment Partners
Pennsylvania
$30.4M +$6.69M +114,792 +29%
NAM
35
NorthCoast Asset Management
Connecticut
$29.8M +$4.29M +73,546 +18%
FLA
36
Financial Life Advisors
Texas
$28.9M +$1.69M +29,078 +6%
Deutsche Bank
37
Deutsche Bank
Germany
$27.6M +$235K +4,033 +0.9%
Osaic Holdings
38
Osaic Holdings
Arizona
$27.2M -$88.6M -1,521,431 -77%
BSB
39
Bangor Savings Bank
Maine
$26.7M +$1.85M +31,829 +8%
HW
40
Hancock Whitney
Mississippi
$26.5M +$81.3K +1,395 +0.3%
FWIA
41
Fort Washington Investment Advisors
Ohio
$26.1M
Citadel Advisors
42
Citadel Advisors
Florida
$24M +$23.1M +396,929 New
GG
43
Greenwood Gearhart
Arkansas
$23.3M +$13.6M +233,829 +153%
PG
44
Proffitt & Goodson
Tennessee
$22.8M +$8.73M +149,829 +66%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$20.9M -$3.79M -65,070 -16%
MAFM
46
Mid Atlantic Financial Management
Pennsylvania
$20.9M +$18.7M +320,845 +1,266%
PI
47
PFS Investments
Georgia
$20M +$9.9M +169,857 +106%
AIA
48
Ally Invest Advisors
North Carolina
$19.8M +$1.59M +27,293 +9%
SI
49
Stephens Inc
Arkansas
$19.4M +$969K +16,627 +5%
AFG
50
Arkansas Financial Group
Arkansas
$19.2M -$69.4K -1,191 -0.4%

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.