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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
TC
151
TAP Consulting
Missouri
$2.87M +$22.2K +381 +0.8%
HPC
152
HM Payson & Co
Maine
$2.79M +$44.9K +770 +2%
BWAM
153
Boyd Watterson Asset Management
Ohio
$2.73M +$1.34M +23,063 +104%
SPIA
154
Steward Partners Investment Advisory
New York
$2.71M -$2.42M -41,544 -48%
DAS
155
Dynamic Advisor Solutions
Arizona
$2.61M +$163K +2,801 +7%
AI
156
Atria Investments
North Carolina
$2.61M +$2.52M +43,227 New
S
157
Surevest
California
$2.54M +$146K +2,512 +6%
PWW
158
Pettyjohn Wood & White
Virginia
$2.54M
GIM
159
Goelzer Investment Management
Indiana
$2.52M +$1.18M +20,270 +94%
GIA
160
Granite Investment Advisors
New Hampshire
$2.51M +$51.6K +885 +2%
Mariner
161
Mariner
Kansas
$2.5M +$140K +2,409 +6%
HighTower Advisors
162
HighTower Advisors
Illinois
$2.36M -$1.74M -29,902 -43%
Axa
163
Axa
France
$2.25M +$2.17M +37,285 New
Man Group
164
Man Group
United Kingdom
$2.23M +$2.15M +36,856 New
DSC
165
Duncker Streett & Co
Missouri
$2.22M -$42.9K -737 -2%
BIA
166
Bigelow Investment Advisors
Maine
$2.19M +$61.5K +1,055 +3%
Wolverine Trading
167
Wolverine Trading
Illinois
$2.16M +$2.1M +35,961 New
GM
168
GeoWealth Management
Illinois
$2.08M -$1.78M -30,607 -47%
CCM
169
Coe Capital Management
Illinois
$2.07M -$42.5K -729 -2%
Prudential Financial
170
Prudential Financial
New Jersey
$2.04M -$3.06M -52,455 -61%
SS
171
Simplicity Solutions
Minnesota
$2.04M +$731K +12,546 +59%
GIA
172
Gladstone Institutional Advisory
Florida
$1.97M +$117K +2,016 +7%
KWA
173
KCS Wealth Advisory
California
$1.96M -$13.5K -231 -0.7%
MA
174
Mutual Advisors
Nebraska
$1.93M +$27.1K +465 +1%
PI
175
Parkside Investments
Illinois
$1.9M +$1.84M +31,510 New

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.