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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
Truist Financial
26
Truist Financial
North Carolina
$50.7M +$8.04M +131,785 +19%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$50.2M +$2.8M +45,823 +6%
RJA
28
Raymond James & Associates
Florida
$47M -$7.95M -130,367 -14%
HTC
29
Haverford Trust Company
Pennsylvania
$46.7M +$838K +13,739 +2%
CWM
30
Campbell Wealth Management
Virginia
$45.1M +$1.41M +23,090 +3%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.3M +$3.68M +60,281 +9%
US Bancorp
32
US Bancorp
Minnesota
$42.1M +$5.22M +85,575 +14%
Goldman Sachs
33
Goldman Sachs
New York
$37.6M +$619K +10,142 +2%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$36.5M +$19.6M +321,780 +116%
ST
35
Sabal Trust
Florida
$33.6M +$1.92M +31,521 +6%
JP Morgan Chase
36
JP Morgan Chase
New York
$32.7M +$17.7M +290,073 +117%
Osaic Holdings
37
Osaic Holdings
Arizona
$31.9M +$4.54M +74,354 +16%
FLA
38
Financial Life Advisors
Texas
$29.5M +$391K +6,417 +1%
BSB
39
Bangor Savings Bank
Maine
$29M +$2.17M +35,555 +8%
HW
40
Hancock Whitney
Mississippi
$28.9M +$2.25M +36,824 +8%
MAFM
41
Mid Atlantic Financial Management
Pennsylvania
$28.5M +$7.45M +122,128 +35%
AWM
42
Affinity Wealth Management
Delaware
$26.9M +$27M +442,815 New
FWIA
43
Fort Washington Investment Advisors
Ohio
$26.6M +$256K +4,200 +1%
DSN
44
D. Scott Neal
Kentucky
$26.2M +$26.1M +427,563 +10,977%
TPWA
45
TRUE Private Wealth Advisors
Oregon
$26.1M +$26.1M +428,435 New
Deutsche Bank
46
Deutsche Bank
Germany
$24.1M -$3.71M -60,896 -13%
PG
47
Proffitt & Goodson
Tennessee
$23.8M +$817K +13,387 +4%
GG
48
Greenwood Gearhart
Arkansas
$23.2M -$273K -4,478 -1%
PI
49
PFS Investments
Georgia
$23.2M +$3.06M +50,121 +15%
AIA
50
Ally Invest Advisors
North Carolina
$23M +$3.14M +51,515 +16%

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.