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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
Mariner
126
Mariner
Kansas
$4.89M +$2.48M +40,478 +105%
Man Group
127
Man Group
United Kingdom
$4.83M +$1M +16,381 +27%
SL
128
Systelligence LLC
Minnesota
$4.81M -$5.04M -82,393 -51%
BWAM
129
Boyd Watterson Asset Management
Ohio
$4.73M +$997K +16,301 +27%
CPSC
130
Carl P. Sherr & Co
Massachusetts
$4.69M +$774K +12,655 +20%
DP
131
DDD Partners
Washington
$4.65M +$4.6M +75,238 New
EGA
132
Eagle Global Advisors
Texas
$4.62M -$557K -9,106 -11%
NFG
133
Next Financial Group
Texas
$4.55M +$693K +11,322 +18%
Northern Trust
134
Northern Trust
Illinois
$4.5M +$27.6M +451,115 +7%
DWM
135
Dakota Wealth Management
Florida
$4.42M +$142K +2,326 +3%
GDP
136
Great Diamond Partners
Maine
$4.25M +$530K +8,658 +14%
SB
137
Simmons Bank
Arkansas
$4.24M +$258K +4,210 +7%
AWM
138
AE Wealth Management
Kansas
$4.17M +$583K +9,536 +16%
BF
139
BOK Financial
Oklahoma
$4.07M +$372K +6,080 +10%
DAS
140
Dynamic Advisor Solutions
Arizona
$4.06M +$1.07M +17,475 +36%
RB
141
Renasant Bank
Mississippi
$4.05M +$4.02M +65,635 New
WB
142
Webster Bank
Connecticut
$4.04M
ACA
143
Ackerman Capital Advisors
Texas
$4.04M -$2.36M -38,527 -37%
AFG
144
Albion Financial Group
Utah
$3.96M +$3.31M +54,149 +540%
BS
145
Banco Santander
Spain
$3.94M -$308K -5,027 -7%
VAS
146
Vestmark Advisory Solutions
Massachusetts
$3.85M +$805K +13,153 +27%
Millennium Management
147
Millennium Management
New York
$3.84M -$512K -8,377 -12%
NAM
148
Nationwide Asset Management
Ohio
$3.81M
WAS
149
Wealth Advisory Solutions
Indiana
$3.79M -$240K -3,918 -6%
CF
150
Centaurus Financial
California
$3.77M +$2.88M +47,081 +337%

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.