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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
BC
201
Bartlett & Co
Ohio
$1.89M +$42.5K +694 +2%
BCWM
202
Bartlett & Co Wealth Management
Ohio
$1.89M +$42.5K +694 +2%
Comerica Bank
203
Comerica Bank
Texas
$1.86M +$92.2K +1,507 +5%
GIC
204
GFI Investment Counsel
Ontario, Canada
$1.85M +$612K +10,006 +49%
TIA
205
Tiemann Investment Advisors
California
$1.84M
SPC
206
Sigma Planning Corp
Michigan
$1.83M +$37.7K +617 +2%
CCA
207
Conservest Capital Advisors
Pennsylvania
$1.82M +$1.8M +29,430 New
TFA
208
Tranquilli Financial Advisor
New Jersey
$1.82M +$1.8M +29,401 New
MMA
209
Miracle Mile Advisors
California
$1.81M +$3.12K +51 +0.2%
OWA
210
Outlook Wealth Advisors
Texas
$1.77M -$245K -4,000 -12%
PCM
211
Parsons Capital Management
Rhode Island
$1.77M +$46.9K +766 +3%
RW
212
Rede Wealth
Virginia
$1.74M +$1.72M +28,113 New
Bank Julius Baer & Co
213
Bank Julius Baer & Co
Switzerland
$1.74M +$707K +11,564 +70%
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$1.66M +$168K +2,739 +11%
KWA
215
KCS Wealth Advisory
California
$1.61M +$51.9K +848 +3%
Barclays
216
Barclays
United Kingdom
$1.61M
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$1.57M +$407K +6,660 +35%
WTC
218
WhitTier Trust Company
Nevada
$1.57M +$43.1K +705 +3%
LFS
219
Lutz Financial Services
Nebraska
$1.53M -$194K -3,176 -11%
SFP
220
Shepherd Financial Partners
Massachusetts
$1.52M -$493K -8,062 -25%
NA
221
NewEdge Advisors
Louisiana
$1.49M +$174K +2,837 +13%
PCG
222
Private Capital Group
Connecticut
$1.49M +$7.46K +122 +0.5%
LG
223
LaFleur & Godfrey
Michigan
$1.49M +$91.8K +1,500 +7%
Luther King Capital Management (LKCM)
224
Luther King Capital Management (LKCM)
Texas
$1.48M
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$1.48M -$47.7K -779 -3%

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.