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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
BWA
526
BDO Wealth Advisors
Florida
$8K
PFBT
527
Parkside Financial Bank & Trust
Missouri
$8K
GA
528
GoalVest Advisory
New York
$8K +$8.38K +137 New
BFEC
529
Benjamin F. Edwards & Company
Missouri
$7K -$34.7K -567 -83%
CA
530
Clearstead Advisors
Ohio
$6K
IRAG
531
Investment Research & Advisory Group
Georgia
$6K +$5.51K +90 New
SFC
532
SYM Financial Corp
Indiana
$6K +$5.69K +93 New
First Manhattan
533
First Manhattan
New York
$5K
LAS
534
Lloyd Advisory Services
Georgia
$5K +$4.04K +66 +413%
TC
535
Truvestments Capital
Florida
$5K +$5.32K +87 New
IRC
536
Investors Research Corp
Georgia
$4K
VNA
537
Valley National Advisers
Pennsylvania
$4K
RG
538
Retirement Group
California
$4K +$4.77K +78 New
ASBI
539
American State Bank (Iowa)
Iowa
$3.46K +$3.43K +56 New
APC
540
Aspire Private Capital
North Carolina
$3K -$28.3K -463 -90%
WT
541
Washington Trust
Rhode Island
$3K
FGAM
542
Financial Gravity Asset Management
Texas
$3K +$2.88K +47 New
RIA
543
RPG Investment Advisory
California
$3K +$3K +49 New
TWM
544
Tradition Wealth Management
Minnesota
$3K +$3.24K +53 New
IF
545
Ironwood Financial
Arizona
$2K
FPCG
546
Fort Pitt Capital Group
Pennsylvania
$2K +$1.65K +27 New
PFGIA
547
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$734 +12 New
NI
548
NYL Investors
New York
-$12M -197,918 Closed
CCFM
549
Clear Creek Financial Management
Washington
-$5.84M -96,020 Closed
BPC
550
Banque Pictet & Cie
Switzerland
-$4.03M -66,300 Closed

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.