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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
PFPT
526
Pinnacle Financial Partners (Tennessee)
Tennessee
-$380K -6,925 Closed
TSS
527
Two Sigma Securities
New York
-$351K -6,388 Closed
LFAS
528
Level Four Advisory Services
Texas
-$344K -6,255 Closed
OWA
529
One Wealth Advisors
California
-$304K -5,540 Closed
FHC
530
First Heartland Consultants
Missouri
-$303K -5,515 Closed
OFG
531
OmniStar Financial Group
North Carolina
-$266K -4,850 Closed
HIM
532
Hanlon Investment Management
New Jersey
-$260K -4,735 Closed
DTL
533
Dynamic Technology Lab
Singapore
-$258K -4,689 Closed
SWM
534
SigFig Wealth Management
California
-$250K -4,559 Closed
APW
535
Aurora Private Wealth
New Jersey
-$240K -4,369 Closed
5L
536
55I LLC
Massachusetts
-$247K -4,320 Closed
AWM
537
Argent Wealth Management
Massachusetts
-$220K -3,982 Closed
CWM
538
Cornerstone Wealth Management
Missouri
-$219K -3,982 Closed
TCA
539
Transcend Capital Advisors
New Jersey
-$204K -3,719 Closed
GSWM
540
Golden State Wealth Management
California
-$153K -2,779 Closed
AT
541
Arden Trust
Delaware
-$135K -2,456 Closed
CCM
542
Cox Capital Management
Massachusetts
-$52K -900 Closed
EWM
543
EPG Wealth Management
Georgia
-$41K -754 Closed
VCS
544
Vaughan & Co Securities
New Jersey
-$22K -400 Closed
QCG
545
Quadrant Capital Group
Ohio
-$17K -308 Closed
AWA
546
Arkadios Wealth Advisors
Georgia
-$15.9K -289 Closed
CFFP
547
Center for Financial Planning
Michigan
-$13K -238 Closed
HF
548
Halpern Financial
Virginia
-$11.6K -212 Closed
CTC
549
Central Trust Company
Missouri
-$11K -203 Closed
TF
550
Tompkins Financial
New York
-$10K -186 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.