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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
UWM
101
USAdvisors Wealth Management
Minnesota
$7.51M -$548K -8,966 -7%
CT
102
Caldwell Trust
Florida
$7.21M +$1.14M +18,610 +19%
First Trust Advisors
103
First Trust Advisors
Illinois
$6.66M -$47K -769 -0.7%
PP
104
Palladium Partners
Virginia
$6.64M +$1.58M +25,848 +32%
QAM
105
QCI Asset Management
New York
$6.57M +$194K +3,164 +3%
BP
106
BCK Partners
New York
$6.45M +$6.39M +104,409 New
FTUS
107
Flow Traders U.S.
New York
$6.43M +$6.36M +104,029 New
UB
108
UMB Bank
Missouri
$6.27M -$1.14M -18,662 -16%
ANTB
109
AMG National Trust Bank
Colorado
$6.22M -$119K -1,945 -2%
EWM
110
Evercore Wealth Management
New York
$6.19M +$32.2K +526 +0.5%
EIG
111
Ellenbecker Investment Group
Wisconsin
$6.17M -$453K -7,410 -7%
PF
112
Phoenix Financial
Israel
$6.14M -$534K -8,724 -8%
DADC
113
D.A. Davidson & Co
Montana
$6.12M -$729K -11,910 -11%
DWM
114
Destination Wealth Management
California
$5.91M -$52.1K -851 -0.9%
WCWM
115
Wooster Corthell Wealth Management
Connecticut
$5.9M -$14.9K -243 -0.3%
MPM
116
Meritage Portfolio Management
Kansas
$5.73M +$5.67M +92,735 New
CWA
117
Carolina Wealth Advisors
South Carolina
$5.49M +$655K +10,702 +14%
IFA
118
Interactive Financial Advisors
Illinois
$5.42M -$108K -1,769 -2%
PMG
119
ProVise Management Group
Florida
$5.18M +$1.38M +22,617 +37%
FPFS
120
First Personal Financial Services
North Carolina
$5.11M -$88.5K -1,446 -2%
VFA
121
Voya Financial Advisors
Connecticut
$5.1M +$378K +6,182 +8%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$5.08M +$733K +11,976 +17%
FF
123
Friedenthal Financial
New Jersey
$5.05M +$5M +81,721 New
WI
124
WrapManager Inc
California
$4.98M +$797K +13,032 +19%
CTA
125
Chesley Taft & Associates
Illinois
$4.93M +$186K +3,035 +4%

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.