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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
FC
76
Forte Capital
New York
$10.6M +$5.85M +100,343 +132%
MA
77
MUFG Americas
New York
$10.6M -$119K -2,038 -17%
AssetMark Inc
78
AssetMark Inc
California
$10.5M -$68.7M -1,179,938 -87%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$10.5M -$1.15M -19,678 -10%
EPP
80
ETF Portfolio Partners
Kansas
$10.4M +$204K +3,493 +2%
SWP
81
Summit Wealth Partners
Florida
$9.73M +$162K +2,786 +2%
SAS
82
Stelac Advisory Services
New York
$9.7M -$2.46M -42,288 -21%
HCP
83
Holt Capital Partners
Texas
$9.7M +$55.1K +945 +0.6%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$9.66M +$1.5M +25,763 +19%
SL
85
Systelligence LLC
Minnesota
$9.64M -$5.6M -96,101 -38%
EIG
86
Ellenbecker Investment Group
Wisconsin
$8.99M +$98.5K +1,690 +1%
TD Asset Management
87
TD Asset Management
Ontario, Canada
$8.48M +$4.58M +78,550 +127%
RC
88
Roundview Capital
New Jersey
$8.47M +$1.13M +19,379 +16%
PWPCM
89
Perella Weinberg Partners Capital Management
New York
$8.23M
Citigroup
90
Citigroup
New York
$7.8M +$532K +9,135 +8%
UWM
91
USAdvisors Wealth Management
Minnesota
$7.75M +$683K +11,721 +10%
VHAM
92
Van Hulzen Asset Management
California
$7.7M +$4.78M +82,081 +181%
First Trust Advisors
93
First Trust Advisors
Illinois
$7.47M +$571K +9,793 +9%
UB
94
UMB Bank
Missouri
$7.25M -$374K -6,419 -5%
CCA
95
Clearwater Capital Advisors
Illinois
$6.97M +$883K +15,160 +15%
ANTB
96
AMG National Trust Bank
Colorado
$6.51M +$6.28M +107,751 New
DADC
97
D.A. Davidson & Co
Montana
$6.5M -$322K -5,527 -5%
PA
98
PFG Advisors
Arizona
$6.38M +$104K +1,779 +2%
PF
99
Phoenix Financial
Israel
$6.37M +$1.49M +25,508 +30%
JCM
100
Janney Capital Management
Pennsylvania
$6.07M -$437K -7,502 -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.