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iShares 5-10 Year Investment Grade Corporate Bond ETF

493 hedge funds and large institutions have $8.6B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 209 increasing their positions, 130 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

21,480% more call options, than puts

Call options by funds: $161M | Put options by funds: $745K

61% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 130

23% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 40

12% more capital invested

Capital invested by funds: $7.67B → $8.6B (+$938M)

3.99% more ownership

Funds ownership: 74.49%78.47% (+4%)

1% more funds holding

Funds holding: 487493 (+6)

8% less funds holding in top 10

Funds holding in top 10: 4945 (-4)

Holders
493
Holders Change
+6
Holders Change %
+1.23%
% of All Funds
9.95%
Holding in Top 10
45
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.16%
% of All Funds
0.91%
New
49
Increased
209
Reduced
130
Closed
40
Calls
$161M
Puts
$745K
Net Calls
+$160M
Net Calls Change
+$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EPP
76
ETF Portfolio Partners
Kansas
$11.3M +$838K +13,733 +8%
SWP
77
Summit Wealth Partners
Florida
$11.3M +$1.46M +23,999 +15%
BCI
78
Brinker Capital Investments
Pennsylvania
$11M
VHAM
79
Van Hulzen Asset Management
California
$10.7M +$2.96M +48,528 +38%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$10.6M -$10.4K -171 -0.1%
RC
81
Roundview Capital
New Jersey
$10.2M +$1.73M +28,295 +20%
SAS
82
Stelac Advisory Services
New York
$10.1M +$334K +5,470 +3%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$9.8M +$78K +1,278 +0.8%
SL
84
Systelligence LLC
Minnesota
$9.74M +$30.6K +501 +0.3%
HCP
85
Holt Capital Partners
Texas
$9.71M -$61K -1,000 -0.6%
TD Asset Management
86
TD Asset Management
Ontario, Canada
$9.68M +$1.14M +18,700 +13%
Verition Fund Management
87
Verition Fund Management
Connecticut
$8.51M +$8.54M +139,979 New
PWPCM
88
Perella Weinberg Partners Capital Management
New York
$8.29M
Citigroup
89
Citigroup
New York
$7.99M +$133K +2,182 +2%
UB
90
UMB Bank
Missouri
$7.25M
RMDI
91
R.M. Davis Inc
Maine
$7.17M +$3.26M +53,447 +83%
LWA
92
Lineweaver Wealth Advisors
Ohio
$6.92M +$5.04M +82,633 +265%
DADC
93
D.A. Davidson & Co
Montana
$6.74M +$198K +3,249 +3%
PBO
94
Peoples Bank (Ohio)
Ohio
$6.61M +$528K +8,650 +9%
First Trust Advisors
95
First Trust Advisors
Illinois
$6.6M -$925K -15,164 -12%
EIG
96
Ellenbecker Investment Group
Wisconsin
$6.52M -$2.54M -41,638 -28%
Bank of Nova Scotia
97
Bank of Nova Scotia
Ontario, Canada
$6.51M +$6.53M +107,000 New
FM
98
Family Management
New York
$6.4M -$6.84M -112,177 -52%
ACA
99
Ackerman Capital Advisors
Texas
$6.32M +$644K +10,562 +11%
QAM
100
QCI Asset Management
New York
$6.27M +$240K +3,932 +4%

IGIB Hedge Fund Activity: Q3 2020 in Review

493 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2020, worth a combined $8.6B — up 12% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IGIB positions and 40 closed out — a net gain of 9 holders — while 209 added to existing stakes and 130 trimmed.

The largest buyer was BlackRock, adding an estimated $491M. The largest seller was Prudential plc, exiting entirely with an estimated $220M sold.

  • 493 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2020, up from 487 in Q2 2020.
  • Funds reported $8.6B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2020, up 12% quarter-over-quarter.
  • 49 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2020 and 40 closed out, a net change of +9 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2020 was BlackRock, an estimated $491M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2020 was Prudential plc, an estimated $220M sold.

Based on aggregated 13F filings for Q3 2020.