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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
Legacy Financial Group (Iowa)
51
Legacy Financial Group (Iowa)
Iowa
$24.6M +$24.4M +398,874 New
PG
52
Proffitt & Goodson
Tennessee
$24.1M -$101K -1,653 -0.4%
AWM
53
Affinity Wealth Management
Delaware
$23.5M -$3.65M -59,728 -13%
OCM
54
One Capital Management
California
$22.8M +$2.31M +37,812 +11%
Verition Fund Management
55
Verition Fund Management
Connecticut
$22.6M +$13.8M +224,966 +161%
AFG
56
Arkansas Financial Group
Arkansas
$21.7M +$1.06M +17,401 +5%
JCM
57
Janney Capital Management
Pennsylvania
$21.2M -$1.2M -19,538 -5%
BWM
58
BerganKDV Wealth Management
Minnesota
$20M +$1.3M +21,205 +7%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$19.6M -$17.3M -283,242 -47%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$19M +$1.22M +19,968 +7%
DC
61
Davenport & Co
Virginia
$18.8M -$121K -1,971 -0.6%
BWL
62
Bogart Wealth LLC
Virginia
$18.8M +$18.6M +304,407 New
FC
63
Forte Capital
New York
$18.5M +$1.94M +31,780 +12%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$18.5M +$2.39M +39,047 +15%
SI
65
Stephens Inc
Arkansas
$18.2M -$2.59M -42,328 -13%
NC
66
NewSquare Capital
Pennsylvania
$18.2M +$341K +5,576 +2%
JIR
67
James Investment Research
Ohio
$15.7M +$924K +15,101 +6%
Bank of Nova Scotia
68
Bank of Nova Scotia
Ontario, Canada
$14.8M +$8.12M +132,812 +124%
OIM
69
Opus Investment Management
Massachusetts
$14.6M +$14.5M +236,702 New
FPGK
70
Financial Partners Group (Kansas)
Kansas
$14.6M +$1.42M +23,184 +11%
MAFM
71
Mid Atlantic Financial Management
Pennsylvania
$14.3M -$14.5M -236,673 -51%
TD Asset Management
72
TD Asset Management
Ontario, Canada
$14.3M +$4.4M +71,970 +45%
PAG
73
Private Advisor Group
New Jersey
$14.1M +$2.14M +35,032 +18%
MML Investors Services
74
MML Investors Services
Massachusetts
$13.8M +$86.6K +1,415 +0.6%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$13.2M -$9.02M -147,412 -41%

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.