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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
BWP
501
Bernardo Wealth Planning
Pennsylvania
-$2.56M -46,592 Closed
SHIM
502
Stone House Investment Management
Pennsylvania
-$2.5M -45,443 Closed
OMC
503
Old Mission Capital
Illinois
-$2.49M -45,321 Closed
CCT
504
Country Club Trust
Missouri
-$2.4M -43,609 Closed
FAIM
505
Financial Advocates Investment Management
Washington
-$2.53M -43,379 Closed
SP
506
SWS Partners
Ohio
-$2.33M -42,519 Closed
MG
507
Mather Group
Illinois
-$2.17M -39,581 Closed
BHWM
508
Bay Harbor Wealth Management
Maryland
-$1.88M -34,227 Closed
MC
509
Moors & Cabot
Massachusetts
-$1.84M -33,606 Closed
EH
510
Equitable Holdings
New York
-$1.72M -31,351 Closed
TPWA
511
TRUE Private Wealth Advisors
Oregon
-$1.67M -30,325 Closed
TF
512
Trek Financial
Arizona
-$1.43M -26,114 Closed
JSA
513
Jacobson & Schmitt Advisors
Wisconsin
-$1.39M -25,291 Closed
I
514
INVST
Indiana
-$1.3M -23,869 Closed
OC
515
Oppenheimer & Co
New York
-$1.12M -20,333 Closed
VC
516
Veracity Capital
Georgia
-$1.05M -19,086 Closed
LFPWM
517
Leicht Financial Planning & Wealth Management
New Jersey
-$1.02M -18,576 Closed
AWM
518
Alterna Wealth Management
Texas
-$873K -15,902 Closed
HC
519
HNP Capital
New York
-$679K -11,824 Closed
BNP Paribas Financial Markets
520
BNP Paribas Financial Markets
France
-$579K -10,543 Closed
HFA
521
High Falls Advisors
New York
-$520K -9,466 Closed
VWA
522
V Wealth Advisors
Kansas
-$499K -9,082 Closed
WP
523
WealthSource Partners
California
-$498K -9,073 Closed
DIA
524
Dana Investment Advisors
Wisconsin
-$449K -8,173 Closed
PTC
525
Private Trust Company
Ohio
-$398K -7,261 Closed

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.