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iShares 5-10 Year Investment Grade Corporate Bond ETF

493 hedge funds and large institutions have $8.6B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 209 increasing their positions, 130 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

21,480% more call options, than puts

Call options by funds: $161M | Put options by funds: $745K

61% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 130

23% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 40

12% more capital invested

Capital invested by funds: $7.67B → $8.6B (+$938M)

3.99% more ownership

Funds ownership: 74.49%78.47% (+4%)

1% more funds holding

Funds holding: 487493 (+6)

8% less funds holding in top 10

Funds holding in top 10: 4945 (-4)

Holders
493
Holders Change
+6
Holders Change %
+1.23%
% of All Funds
9.95%
Holding in Top 10
45
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.16%
% of All Funds
0.91%
New
49
Increased
209
Reduced
130
Closed
40
Calls
$161M
Puts
$745K
Net Calls
+$160M
Net Calls Change
+$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$3.04M +$316K +5,187 +12%
VAS
152
Vestmark Advisory Solutions
Massachusetts
$2.99M +$1.77M +29,068 +145%
Capstone Investment Advisors
153
Capstone Investment Advisors
New York
$2.98M -$565K -9,258 -16%
DT
154
Daniels + Tansey
Delaware
$2.96M +$2.97M +48,762 New
CS
155
Comerica Securities
Michigan
$2.96M -$29.4K -482 -1%
DAS
156
Dynamic Advisor Solutions
Arizona
$2.94M +$305K +4,999 +12%
A
157
AdvicePeriod
California
$2.92M -$102K -1,665 -3%
HighTower Advisors
158
HighTower Advisors
Illinois
$2.91M +$530K +8,681 +22%
TC
159
TAP Consulting
Missouri
$2.9M +$18.5K +303 +0.6%
FAIM
160
Financial Advocates Investment Management
Washington
$2.79M +$2.8M +45,840 New
HPC
161
HM Payson & Co
Maine
$2.77M -$31.7K -520 -1%
CCT
162
Country Club Trust
Missouri
$2.6M +$2.61M +42,811 New
S
163
Surevest
California
$2.48M -$82.4K -1,351 -3%
PWW
164
Pettyjohn Wood & White
Virginia
$2.47M -$85.4K -1,400 -3%
SP
165
SWS Partners
Ohio
$2.44M +$2.45M +40,157 New
Mariner
166
Mariner
Kansas
$2.35M -$164K -2,688 -7%
VWM
167
Venturi Wealth Management
Texas
$2.31M -$877K -14,383 -27%
BIA
168
Bigelow Investment Advisors
Maine
$2.27M +$66.5K +1,090 +3%
DSC
169
Duncker Streett & Co
Missouri
$2.27M +$29.6K +486 +1%
CCM
170
Coe Capital Management
Illinois
$2.2M +$112K +1,841 +5%
Prudential Financial
171
Prudential Financial
New Jersey
$2.16M +$103K +1,686 +5%
NAM
172
NTV Asset Management
West Virginia
$2.14M +$479K +7,853 +29%
GM
173
GeoWealth Management
Illinois
$2.05M -$42.6K -698 -2%
MA
174
Mutual Advisors
Nebraska
$2M +$52.2K +855 +3%
SS
175
Simplicity Solutions
Minnesota
$1.99M -$58.6K -961 -3%

IGIB Hedge Fund Activity: Q3 2020 in Review

493 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2020, worth a combined $8.6B — up 12% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IGIB positions and 40 closed out — a net gain of 9 holders — while 209 added to existing stakes and 130 trimmed.

The largest buyer was BlackRock, adding an estimated $491M. The largest seller was Prudential plc, exiting entirely with an estimated $220M sold.

  • 493 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2020, up from 487 in Q2 2020.
  • Funds reported $8.6B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2020, up 12% quarter-over-quarter.
  • 49 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2020 and 40 closed out, a net change of +9 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2020 was BlackRock, an estimated $491M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2020 was Prudential plc, an estimated $220M sold.

Based on aggregated 13F filings for Q3 2020.