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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
SWP
76
Summit Wealth Partners
Florida
$12.4M +$924K +15,098 +8%
CCC
77
Crescent Capital Consulting
Louisiana
$12.3M +$12.2M +198,921 New
LG
78
Leuthold Group
Minnesota
$12.1M -$449K -7,346 -4%
DIP
79
DT Investment Partners
Pennsylvania
$12M -$3.59M -58,706 -23%
EPP
80
ETF Portfolio Partners
Kansas
$11.9M +$378K +6,180 +3%
Mitsubishi UFJ Trust & Banking
81
Mitsubishi UFJ Trust & Banking
Japan
$11.7M
FA
82
FDx Advisors
Illinois
$11.7M -$964K -15,758 -8%
IDBONY
83
Israel Discount Bank of New York
New York
$11.4M -$761K -12,435 -6%
MPW
84
MA Private Wealth
California
$11.2M -$1.01M -16,523 -8%
BCI
85
Brinker Capital Investments
Pennsylvania
$11.2M -$1.47K -24 -0%
KAS
86
Kestra Advisory Services
Texas
$10.9M +$6.29M +102,872 +141%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$10.8M +$74.5K +1,217 +0.7%
RC
88
Roundview Capital
New Jersey
$10.7M +$289K +4,721 +3%
RMDI
89
R.M. Davis Inc
Maine
$10.6M +$3.24M +53,040 +45%
VHAM
90
Van Hulzen Asset Management
California
$10.2M -$700K -11,435 -6%
SAS
91
Stelac Advisory Services
New York
$10.1M -$136K -2,225 -1%
HCP
92
Holt Capital Partners
Texas
$10M +$168K +2,750 +2%
PI
93
Parkside Investments
Illinois
$10M +$4.63M +75,650 +88%
GGS
94
Galvin Gaustad & Stein
Arizona
$9.77M +$9.67M +158,039 New
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$8.66M -$1.29M -21,048 -13%
PWPCM
96
Perella Weinberg Partners Capital Management
New York
$8.42M
Citigroup
97
Citigroup
New York
$7.76M -$351K -5,745 -4%
RA
98
RiverTree Advisors
Florida
$7.74M +$7.66M +125,271 New
LWA
99
Lineweaver Wealth Advisors
Ohio
$7.59M +$559K +9,133 +8%
PBO
100
Peoples Bank (Ohio)
Ohio
$7.59M +$862K +14,088 +13%

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.