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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
GIM
151
Goelzer Investment Management
Indiana
$3.76M +$137K +2,235 +4%
PA
152
PFG Advisors
Arizona
$3.71M -$1.71M -27,970 -32%
GIA
153
Granite Investment Advisors
New Hampshire
$3.7M -$89.3K -1,459 -2%
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$3.68M +$1.87M +30,505 +105%
WPC
155
White Pine Capital
Minnesota
$3.59M +$117K +1,915 +3%
RJT
156
Raymond James Trust
Florida
$3.57M +$299K +4,884 +9%
WT
157
Whittier Trust
California
$3.57M -$35.6K -582 -1%
PCM
158
Pointe Capital Management
Michigan
$3.37M
CS
159
Comerica Securities
Michigan
$3.36M +$351K +5,734 +12%
FM
160
Family Management
New York
$3.34M -$3.13M -51,089 -49%
A
161
AdvicePeriod
California
$3.32M +$346K +5,661 +12%
HighTower Advisors
162
HighTower Advisors
Illinois
$3.28M +$324K +5,300 +11%
AIP
163
Ameritas Investment Partners
Nebraska
$3.26M +$59.9K +979 +2%
22CM
164
20/20 Capital Management
California
$3.23M +$2.33M +38,063 +261%
SPIA
165
Steward Partners Investment Advisory
New York
$3.21M +$123K +2,014 +4%
AIM
166
Acropolis Investment Management
Missouri
$3.16M +$61 +1 +0%
CMP
167
Courage Miller Partners
Virginia
$3.13M -$15K -246 -0.5%
NGA
168
Naples Global Advisors
Florida
$3.02M +$997K +16,298 +50%
CFGS
169
Concourse Financial Group Securities
Alabama
$2.9M +$1.05M +17,232 +58%
SS
170
Simplicity Solutions
Minnesota
$2.89M +$855K +13,976 +43%
AI
171
Atria Investments
North Carolina
$2.87M -$280K -4,569 -9%
PPA
172
Parametric Portfolio Associates
Washington
$2.85M -$461K -7,528 -14%
HPC
173
HM Payson & Co
Maine
$2.79M -$25.7K -420 -0.9%
NAM
174
NTV Asset Management
West Virginia
$2.77M +$582K +9,513 +27%
Prudential Financial
175
Prudential Financial
New Jersey
$2.71M +$511K +8,355 +24%

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.