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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
AF
476
Advisornet Financial
Minnesota
$11K -$63.6K -1,042 -85%
SIS
477
Sound Income Strategies
Florida
$11K
GI
478
Gradient Investments
Minnesota
$11K +$11.2K +184 New
AIC
479
Archer Investment Corporation
Indiana
$10.6K
MRCM
480
M&R Capital Management
New Jersey
$9K
TWA
481
TCI Wealth Advisors
Arizona
$9K
PFBT
482
Parkside Financial Bank & Trust
Missouri
$8K
UWM
483
USAdvisors Wealth Management
Minnesota
$7.95K +$128K +2,103 +2%
APWA
484
Atlas Private Wealth Advisors
New Jersey
$7K -$610 -10 -8%
BWA
485
BDO Wealth Advisors
Florida
$7K
BFC
486
Bedel Financial Consulting
Indiana
$6K
CA
487
Clearstead Advisors
Ohio
$5K
First Manhattan
488
First Manhattan
New York
$5K
Millennium Management
489
Millennium Management
New York
$4.29K +$1.26M +20,587 +41%
IRC
490
Investors Research Corp
Georgia
$4K
VNA
491
Valley National Advisers
Pennsylvania
$3K
WT
492
Washington Trust
Rhode Island
$3K +$2.62K +43 New
IF
493
Ironwood Financial
Arizona
$2K
LAS
494
Lloyd Advisory Services
Georgia
$1K
SXL
495
Summit X LLC
Missouri
$791 -$19.8K -324 -7%
BHB
496
Bank Hapoalim BM
Israel
$286
FCA
497
FinTrust Capital Advisors
South Carolina
$254 -$38.8K -636 -13%
PP
498
Prudential plc
United Kingdom
-$220M -3,636,169 Closed
PWAG
499
Polaris Wealth Advisory Group
California
-$56.3M -933,456 Closed
Citadel Advisors
500
Citadel Advisors
Florida
-$24M -396,929 Closed

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.