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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
ACP
201
Ashfield Capital Partners
California
$1.39M -$233 -4 -0%
AFP
202
Ausdal Financial Partners
Iowa
$1.38M +$23.2K +398 +2%
SAS
203
Sage Advisory Services
Texas
$1.37M +$491K +8,424 +59%
BOTW
204
Bank of the West
California
$1.36M +$525K +9,006 +67%
DP
205
Dearborn Partners
Illinois
$1.34M +$1.3M +22,236 New
SFG
206
StrategIQ Financial Group
Indiana
$1.32M -$1.11K -19 -0.1%
MM
207
Meridian Management
Arkansas
$1.32M +$342K +5,865 +37%
M&T Bank
208
M&T Bank
New York
$1.31M +$247K +4,237 +24%
SIA
209
Strategic Investment Advisors
Michigan
$1.3M -$1.54M -26,492 -55%
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$1.28M +$178K +3,047 +17%
SCA
211
Snowden Capital Advisors
New York
$1.27M -$1.12M -19,294 -48%
PFA
212
Pinnacle Family Advisors
Missouri
$1.26M +$7.98K +137 +0.7%
BFG
213
Barber Financial Group
Kansas
$1.25M +$1.21M +20,732 New
PA
214
Probity Advisors
Texas
$1.24M -$17.2K -296 -1%
BEI
215
Benjamin Edwards Inc
Missouri
$1.23M +$1.19M +20,399 New
CWM
216
Calamos Wealth Management
Illinois
$1.22M +$273K +4,680 +30%
HIM
217
HawsGoodwin Investment Management
Tennessee
$1.22M -$7.23M -124,055 -86%
VAS
218
Vestmark Advisory Solutions
Massachusetts
$1.21M +$595K +10,216 +104%
SMG
219
Spectrum Management Group
Indiana
$1.19M +$1.15M +19,680 New
PG
220
Prostatis Group
Maryland
$1.17M -$3.71M -63,655 -77%
CAN
221
Cetera Advisor Networks
California
$1.16M -$3.87M -66,483 -78%
BHWM
222
Bar Harbor Wealth Management
New Hampshire
$1.12M -$108K -1,851 -9%
MSS
223
Mitchell Sinkler & Starr
Pennsylvania
$1.11M +$169K +2,900 +19%
Luther King Capital Management (LKCM)
224
Luther King Capital Management (LKCM)
Texas
$1.1M
MIAN
225
Mariner Independent Advisor Network
Kansas
$1.09M -$1.4M -24,011 -57%

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.