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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
RMDI
126
R.M. Davis Inc
Maine
$3.89M +$236K +4,046 +7%
WB
127
Webster Bank
Connecticut
$3.77M -$13.1K -224 -0.4%
WI
128
WrapManager Inc
California
$3.69M +$1.8M +30,933 +102%
Northern Trust
129
Northern Trust
Illinois
$3.69M +$45.5M +780,721 +15%
BWM
130
Buckley Wealth Management
Nevada
$3.67M
BF
131
BOK Financial
Oklahoma
$3.6M +$703K +12,065 +25%
AWM
132
AE Wealth Management
Kansas
$3.57M -$3.98M -68,254 -54%
WT
133
Whittier Trust
California
$3.56M +$298K +5,117 +9%
NAM
134
Nationwide Asset Management
Ohio
$3.52M
Capstone Investment Advisors
135
Capstone Investment Advisors
New York
$3.52M +$3.4M +58,277 New
PCM
136
Pointe Capital Management
Michigan
$3.29M
GDP
137
Great Diamond Partners
Maine
$3.29M +$506K +8,690 +19%
PPA
138
Parametric Portfolio Associates
Washington
$3.24M
RJT
139
Raymond James Trust
Florida
$3.2M -$614K -10,533 -17%
VWM
140
Venturi Wealth Management
Texas
$3.16M +$2.05M +35,120 +204%
AIP
141
Ameritas Investment Partners
Nebraska
$3.1M -$88.9K -1,525 -3%
CMP
142
Courage Miller Partners
Virginia
$3.07M +$15.8K +271 +0.5%
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$3.07M -$49.8M -855,313 -94%
WPC
144
White Pine Capital
Minnesota
$3.03M +$176K +3,022 +6%
CPSC
145
Carl P. Sherr & Co
Massachusetts
$3.02M +$622K +10,676 +27%
Millennium Management
146
Millennium Management
New York
$3.01M +$2.91M +49,886 New
A
147
AdvicePeriod
California
$3M +$116K +1,988 +4%
AIM
148
Acropolis Investment Management
Missouri
$2.99M -$181K -3,099 -6%
CS
149
Comerica Securities
Michigan
$2.97M -$6.23M -106,940 -69%
FWM
150
Foresight Wealth Management
Utah
$2.95M -$5.31M -91,178 -65%

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.