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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
S
176
Surevest
California
$2.69M +$162K +2,650 +6%
Capstone Investment Advisors
177
Capstone Investment Advisors
New York
$2.68M -$342K -5,594 -11%
SWP
178
Stratos Wealth Partners
Ohio
$2.68M +$1.33M +21,763 +101%
SP
179
SWS Partners
Ohio
$2.61M +$127K +2,070 +5%
BOTW
180
Bank of the West
California
$2.59M +$641K +10,475 +33%
CB
181
Commerce Bank
Missouri
$2.59M +$2.23M +36,499 +679%
CCT
182
Country Club Trust
Missouri
$2.57M -$75.6K -1,236 -3%
MIAN
183
Mariner Independent Advisor Network
Kansas
$2.56M +$1.65M +26,966 +186%
DSC
184
Duncker Streett & Co
Missouri
$2.48M +$168K +2,745 +7%
PWW
185
Pettyjohn Wood & White
Virginia
$2.46M -$45.9K -750 -2%
FAIM
186
Financial Advocates Investment Management
Washington
$2.44M -$398K -6,502 -14%
BIA
187
Bigelow Investment Advisors
Maine
$2.44M +$129K +2,106 +6%
OPWM
188
Oakwell Private Wealth Management
Texas
$2.4M +$2.37M +38,759 New
4WM
189
4J Wealth Management
Virginia
$2.25M +$2.23M +36,386 New
CCM
190
Coe Capital Management
Illinois
$2.25M +$10.9K +178 +0.5%
GM
191
GeoWealth Management
Illinois
$2.17M +$85.3K +1,394 +4%
SLWA
192
San Luis Wealth Advisors
California
$2.17M +$2.15M +35,146 New
1IA
193
1834 Investment Advisors
Wisconsin
$2.13M -$1.41M -23,130 -40%
CAL
194
Capital Analysts LLC
Pennsylvania
$2.12M +$230K +3,754 +12%
PFA
195
Pinnacle Family Advisors
Missouri
$2.08M +$778K +12,717 +61%
MA
196
Mutual Advisors
Nebraska
$2.02M -$8.2K -134 -0.4%
LWP
197
Lumature Wealth Partners
Georgia
$1.95M +$1.93M +31,574 New
CA
198
Cetera Advisors
Colorado
$1.93M -$37.9K -620 -2%
CWM
199
Calamos Wealth Management
Illinois
$1.91M +$689K +11,266 +57%
WA
200
Wambolt & Associates
Colorado
$1.9M +$1.51M +24,714 +408%

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.