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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
ACP
201
Ashfield Capital Partners
California
$1.39M -$2.68K -44 -0.2%
LG
202
LaFleur & Godfrey
Michigan
$1.38M +$1.38M +22,615 New
BFG
203
Barber Financial Group
Kansas
$1.35M +$94.2K +1,544 +7%
IP
204
Investment Partners
Ohio
$1.35M -$201K -3,299 -13%
MM
205
Meridian Management
Arkansas
$1.33M +$3.66K +60 +0.3%
AFP
206
Ausdal Financial Partners
Iowa
$1.32M -$71.3K -1,169 -5%
M&T Bank
207
M&T Bank
New York
$1.32M -$4.51K -74 -0.3%
SWP
208
Stratos Wealth Partners
Ohio
$1.31M +$972K +15,934 +282%
SIA
209
Strategic Investment Advisors
Michigan
$1.31M -$4.27K -70 -0.3%
NA
210
NewEdge Advisors
Louisiana
$1.3M -$213K -3,493 -14%
PFA
211
Pinnacle Family Advisors
Missouri
$1.28M +$2.75K +45 +0.2%
DP
212
Dearborn Partners
Illinois
$1.26M -$93.6K -1,534 -7%
GIC
213
GFI Investment Counsel
Ontario, Canada
$1.25M +$779K +12,770 +166%
PIMG
214
Patriot Investment Management Group
Tennessee
$1.25M -$4.38M -71,865 -78%
SCA
215
Snowden Capital Advisors
New York
$1.24M -$41K -672 -3%
CWM
216
Calamos Wealth Management
Illinois
$1.2M -$33.3K -546 -3%
SFG
217
StrategIQ Financial Group
Indiana
$1.19M -$138K -2,263 -10%
MSS
218
Mitchell Sinkler & Starr
Pennsylvania
$1.18M +$60.4K +990 +5%
PFM
219
Phillips Financial Management
Indiana
$1.16M +$89.5K +1,467 +8%
BEI
220
Benjamin Edwards Inc
Missouri
$1.16M -$85.8K -1,407 -7%
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$1.14M -$282K -4,626 -20%
RFN
222
RDA Financial Network
Iowa
$1.14M +$770K +12,627 +205%
Luther King Capital Management (LKCM)
223
Luther King Capital Management (LKCM)
Texas
$1.12M
BFA
224
Beaumont Financial Advisors
Massachusetts
$1.11M +$1.11M +18,255 New
AAM
225
Autus Asset Management
Arizona
$1.09M -$7.14K -117 -0.7%

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.