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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
BWM
476
Baystate Wealth Management
Massachusetts
$40K +$39.4K +644 New
SQA
477
Simon Quick Advisors
New Jersey
$38K -$68.3K -1,117 -65%
EP
478
Eudaimonia Partners
Tennessee
$37K
FMB
479
Field & Main Bank
Kentucky
$36K +$35.5K +580 New
MCC
480
Money Concepts Capital
Florida
$34K +$33.6K +550 New
KTC
481
Kistler-Tiffany Companies
Pennsylvania
$33K +$306 +5 +1%
CAAS
482
Capital Asset Advisory Services
Michigan
$32K +$1.65K +27 +5%
MIM
483
Merrion Investment Management
New Jersey
$31K +$30.5K +499 New
AWA
484
Arkadios Wealth Advisors
Georgia
$31K +$31.4K +513 New
FCM
485
Firestone Capital Management
Florida
$30K
TI
486
tru Independence
Oregon
$27.6K +$27.3K +447 New
BW
487
Bison Wealth
Georgia
$27K
TWA
488
TCI Wealth Advisors
Arizona
$26K +$16.8K +275 +194%
SWA
489
SOA Wealth Advisors
New York
$26K +$26.2K +428 New
SFA
490
Stewardship Financial Advisors
Georgia
$25K +$24.5K +400 New
VFA
491
Valeo Financial Advisors
Indiana
$24K
TCM
492
TD Capital Management
Tennessee
$23K
CWP
493
Concord Wealth Partners
Virginia
$23K +$23.2K +380 New
IA
494
Inspire Advisors
Idaho
$21K +$20.9K +342 New
AIA
495
Armor Investment Advisors
North Carolina
$20K
AIM
496
Astor Investment Management
Illinois
$20K
HWA
497
HCR Wealth Advisors
California
$20K
BFO
498
Biltmore Family Office
North Carolina
$19K
OIA
499
Optimum Investment Advisors
Illinois
$19K
CIAS
500
Capital Investment Advisory Services
North Carolina
$18K +$2.57K +42 +17%

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.