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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
ACP
551
Aveo Capital Partners
Colorado
-$4M -65,857 Closed
DT
552
Daniels + Tansey
Delaware
-$2.96M -48,762 Closed
VWM
553
Venturi Wealth Management
Texas
-$2.31M -37,953 Closed
PIMG
554
Patriot Investment Management Group
Tennessee
-$1.25M -20,496 Closed
AAS
555
Avantax Advisory Services
Texas
-$826K -13,608 Closed
Susquehanna International Group
556
Susquehanna International Group
Pennsylvania
-$775K -12,664 Closed
EAM
557
Eagle Asset Management
Florida
-$625K -10,276 Closed
SSG
558
Summit Securities Group
New York
-$608K -10,000 Closed
MIFH
559
Migdal Insurance & Financial Holdings
Israel
-$559K -9,192 Closed
FNT
560
First National Trust
Pennsylvania
-$358K -5,880 Closed
W
561
WealthOne
New York
-$312K -5,135 Closed
MCIA
562
Mountain Capital Investment Advisors
Colorado
-$314K -5,132 Closed
RCAG
563
Rehmann Capital Advisory Group
Michigan
-$300K -4,932 Closed
Lido Advisors
564
Lido Advisors
California
-$288K -4,738 Closed
HR
565
Hayden Royal
North Carolina
-$285K -4,694 Closed
BFG
566
Beacon Financial Group
Texas
-$280K -4,654 Closed
FHB
567
First Hawaiian Bank
Hawaii
-$243K -4,000 Closed
RA
568
RFG Advisory
Alabama
-$235K -3,860 Closed
TF
569
Trek Financial
Arizona
-$212K -3,480 Closed
CAG
570
Crestwood Advisors Group
Massachusetts
-$210K -3,460 Closed
GC
571
Grace Capital
Massachusetts
-$133K -2,200 Closed
WP
572
WealthShield Partners
North Carolina
-$120K -1,976 Closed
FHA
573
Flagship Harbor Advisors
Massachusetts
-$89K -1,471 Closed
FNBOSM
574
First National Bank of South Miami
Florida
-$80K -1,318 Closed
WCG
575
Weaver Consulting Group
California
-$70K -1,154 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.