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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
HWA
501
HHM Wealth Advisors
Tennessee
$17K
CHA
502
Carmichael Hill & Associates
Maryland
$16K -$5.08K -83 -24%
MAM
503
Meeder Asset Management
Ohio
$15K
AWG
504
Altus Wealth Group
Colorado
$15K +$15.3K +250 New
WEC
505
Winslow Evans & Crocker
Massachusetts
$15K +$15.3K +250 New
GEA
506
Glen Eagle Advisors
New Jersey
$14.5K
FDCDDQ
507
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.5K
HFA
508
Hoover Financial Advisors
Pennsylvania
$13K -$110K -1,806 -90%
GLLW
509
Graves Light Lenhart Wealth
Virginia
$13K +$12.5K +205 New
PAI
510
Pittenger & Anderson Inc
Nebraska
$13K +$12.8K +210 New
VRM
511
Vectors Research Management
New York
$12K -$5.02K -82 -30%
CAM
512
Costello Asset Management
Pennsylvania
$12K
LWANC
513
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K
PP
514
Pacifica Partners
Canada
$12K
SIS
515
Sound Income Strategies
Florida
$12K
TRCT
516
Tower Research Capital (TRC)
New York
$12K
PO
517
Private Ocean
California
$12K +$11.6K +189 New
GI
518
Gradient Investments
Minnesota
$11K
AIC
519
Archer Investment Corporation
Indiana
$10.8K
HFA
520
HC Financial Advisors
California
$10K +$10.3K +169 New
SIAG
521
Safeguard Investment Advisory Group
California
$10K +$10.3K +169 New
MRCM
522
M&R Capital Management
New Jersey
$9K
APWA
523
Atlas Private Wealth Advisors
New Jersey
$9K +$1.83K +30 +27%
IFAM
524
Institutional & Family Asset Management
Colorado
$8K -$30.8K -503 -79%
DAM
525
Delta Asset Management
Tennessee
$8K -$4.89K -80 -39%

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.