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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
MCIA
51
Mountain Capital Investment Advisors
Colorado
$18.9M -$642K -11,019 -3%
OCM
52
One Capital Management
California
$18.8M -$1.09M -18,733 -6%
DC
53
Davenport & Co
Virginia
$18.4M -$103K -1,765 -0.6%
JIP
54
JBJ Investment Partners
South Carolina
$17.8M +$270K +4,627 +2%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$17.1M -$11.2M -192,535 -40%
BWM
56
BerganKDV Wealth Management
Minnesota
$16.9M +$2.29M +39,248 +16%
AWMS
57
Advocacy Wealth Management Services
Georgia
$16.8M -$12.6M -216,714 -44%
NC
58
NewSquare Capital
Pennsylvania
$16.4M +$90.8K +1,558 +0.6%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$15.3M
JP Morgan Chase
60
JP Morgan Chase
New York
$14.9M -$5.46M -93,775 -28%
ECM
61
ETrade Capital Management
Virginia
$14.7M -$31.1M -533,194 -69%
TFA
62
TPG Financial Advisors
Oregon
$13.9M +$13.4M +230,166 New
LG
63
Leuthold Group
Minnesota
$13.5M +$1.06M +18,191 +9%
FA
64
FDx Advisors
Illinois
$13.3M +$4.31M +74,052 +50%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$13.3M -$4.46M -76,470 -26%
FM
66
Family Management
New York
$13.1M +$1.98M +34,068 +19%
JIR
67
James Investment Research
Ohio
$12.6M -$2.43M -41,781 -17%
FPGK
68
Financial Partners Group (Kansas)
Kansas
$12M +$3.54M +60,776 +44%
NI
69
NYL Investors
New York
$11.9M -$3.57M -61,269 -24%
MPW
70
MA Private Wealth
California
$11.8M -$3.1M -53,125 -21%
IDBONY
71
Israel Discount Bank of New York
New York
$11.7M +$3.41M +58,605 +43%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$11.5M
BCI
73
Brinker Capital Investments
Pennsylvania
$11M -$2.8K -48 -0%
MML Investors Services
74
MML Investors Services
Massachusetts
$10.8M -$24.7M -424,273 -70%
PAG
75
Private Advisor Group
New Jersey
$10.7M +$70.9K +1,217 +0.7%

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.