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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
PBO
101
Peoples Bank (Ohio)
Ohio
$6.04M +$60.2K +1,033 +1%
PI
102
PineBridge Investments
New York
$6.04M +$5.83M +100,000 New
QAM
103
QCI Asset Management
New York
$5.99M +$5.78M +99,163 New
EWM
104
Evercore Wealth Management
New York
$5.93M -$69K -1,185 -1%
WCWM
105
Wooster Corthell Wealth Management
Connecticut
$5.81M -$54.1K -929 -1%
ACA
106
Ackerman Capital Advisors
Texas
$5.64M +$2.63M +45,104 +93%
PIMG
107
Patriot Investment Management Group
Tennessee
$5.58M -$82.7K -1,420 -2%
IFA
108
Interactive Financial Advisors
Illinois
$5.53M +$873K +14,984 +20%
BPC
109
Banque Pictet & Cie
Switzerland
$5.45M +$5.26M +90,200 New
CT
110
Caldwell Trust
Florida
$5.43M -$92K -1,579 -2%
DWM
111
Destination Wealth Management
California
$5.36M +$245K +4,206 +5%
CC
112
Copperleaf Capital
North Carolina
$5.24M -$354K -6,083 -7%
FPFS
113
First Personal Financial Services
North Carolina
$5.23M -$144K -2,476 -3%
EGA
114
Eagle Global Advisors
Texas
$5.05M +$203K +3,484 +4%
CCFM
115
Clear Creek Financial Management
Washington
$4.73M +$4.57M +78,362 New
CTA
116
Chesley Taft & Associates
Illinois
$4.71M +$255K +4,385 +6%
WAS
117
Wealth Advisory Solutions
Indiana
$4.63M -$273K -4,678 -6%
1IA
118
1834 Investment Advisors
Wisconsin
$4.55M -$1.35M -23,154 -23%
VFA
119
Voya Financial Advisors
Connecticut
$4.53M +$1.45M +24,926 +49%
DWM
120
Dakota Wealth Management
Florida
$4.43M +$437K +7,497 +11%
CWA
121
Carolina Wealth Advisors
South Carolina
$4.37M +$70K +1,201 +2%
PP
122
Palladium Partners
Virginia
$4.36M +$3.12M +53,476 +285%
BS
123
Banco Santander
Spain
$4.16M
GFPC
124
Global Financial Private Capital
Florida
$4.13M -$24.1M -413,744 -86%
NFG
125
Next Financial Group
Texas
$4.1M -$1.31M -22,445 -25%

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.