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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
AIMU
26
Allianz Investment Management US
Minnesota
$59.9M
LPL Financial
27
LPL Financial
California
$59.4M +$4.74M +77,554 +9%
NAM
28
NorthCoast Asset Management
Connecticut
$58.6M +$4.72M +77,145 +9%
Truist Financial
29
Truist Financial
North Carolina
$55.2M +$3.67M +60,059 +7%
PI
30
PFS Investments
Georgia
$54.7M +$31.5M +514,423 +135%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$54.2M +$3.19M +52,169 +6%
CWM
32
Campbell Wealth Management
Virginia
$48.4M +$2.59M +42,266 +6%
HTC
33
Haverford Trust Company
Pennsylvania
$48.4M +$927K +15,151 +2%
US Bancorp
34
US Bancorp
Minnesota
$41.4M -$1.32M -21,645 -3%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.2M -$2.71M -44,368 -6%
ST
36
Sabal Trust
Florida
$39.2M +$4.99M +81,589 +15%
AssetMark Inc
37
AssetMark Inc
California
$38M -$32.8M -536,956 -47%
Goldman Sachs
38
Goldman Sachs
New York
$35.7M -$2.44M -39,931 -6%
BSB
39
Bangor Savings Bank
Maine
$33.9M +$4.39M +71,692 +15%
Osaic Holdings
40
Osaic Holdings
Arizona
$30.4M -$2.07M -33,905 -6%
FLA
41
Financial Life Advisors
Texas
$30.3M +$266K +4,350 +0.9%
DSN
42
D. Scott Neal
Kentucky
$29.9M +$3.22M +52,685 +12%
TFA
43
TPG Financial Advisors
Oregon
$28.5M +$5.84M +95,427 +26%
AIA
44
Ally Invest Advisors
North Carolina
$28M +$4.58M +74,946 +20%
HW
45
Hancock Whitney
Mississippi
$27.9M -$1.41M -22,978 -5%
FWIA
46
Fort Washington Investment Advisors
Ohio
$27M
TPWA
47
TRUE Private Wealth Advisors
Oregon
$26.2M -$261K -4,263 -1%
GG
48
Greenwood Gearhart
Arkansas
$25.6M +$1.93M +31,558 +8%
BB
49
Berkshire Bank
Massachusetts
$25.6M +$2.91M +47,630 +13%
Deutsche Bank
50
Deutsche Bank
Germany
$25M +$460K +7,520 +2%

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.