We are live on ! Find out more
IGIB icon

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
OWA
176
Outlook Wealth Advisors
Texas
$1.99M +$136K +2,229 +7%
SFP
177
Shepherd Financial Partners
Massachusetts
$1.98M +$92K +1,509 +5%
NGA
178
Naples Global Advisors
Florida
$1.98M +$108K +1,769 +6%
CA
179
Cetera Advisors
Colorado
$1.94M +$60.8K +996 +3%
BOTW
180
Bank of the West
California
$1.91M +$543K +8,910 +40%
CAL
181
Capital Analysts LLC
Pennsylvania
$1.85M +$1.78M +29,214 +2,328%
BC
182
Bartlett & Co
Ohio
$1.82M +$167K +2,735 +10%
BCWM
183
Bartlett & Co Wealth Management
Ohio
$1.82M +$167K +2,735 +10%
TIA
184
Tiemann Investment Advisors
California
$1.81M -$7.32K -120 -0.4%
CFGS
185
Concourse Financial Group Securities
Alabama
$1.81M +$1.19M +19,506 +191%
MMA
186
Miracle Mile Advisors
California
$1.78M +$1.79M +29,290 New
Cetera Investment Advisers
187
Cetera Investment Advisers
Illinois
$1.77M +$98.3K +1,612 +6%
SPC
188
Sigma Planning Corp
Michigan
$1.77M +$238K +3,909 +16%
Comerica Bank
189
Comerica Bank
Texas
$1.75M +$230K +3,778 +15%
FAAS
190
First Allied Advisory Services
California
$1.75M -$43.9K -720 -2%
LFS
191
Lutz Financial Services
Nebraska
$1.7M -$128K -2,101 -7%
PCM
192
Parsons Capital Management
Rhode Island
$1.69M +$61.1K +1,001 +4%
Barclays
193
Barclays
United Kingdom
$1.59M
KWA
194
KCS Wealth Advisory
California
$1.54M -$435K -7,130 -22%
MPWT
195
MassMutual Private Wealth & Trust
Connecticut
$1.5M +$83.9K +1,376 +6%
WTC
196
WhitTier Trust Company
Nevada
$1.5M -$45.7K -750 -3%
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$1.47M +$177K +2,908 +14%
PCG
198
Private Capital Group
Connecticut
$1.46M +$28.3K +464 +2%
PA
199
Probity Advisors
Texas
$1.45M +$195K +3,196 +16%
CPO
200
Cerity Partners OCIO
New York
$1.4M -$72.2K -1,183 -5%

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.