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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$813M +$209M +3,581,826 +36%
Bank of America
2
Bank of America
North Carolina
$636M +$417M +7,149,604 +211%
Ameriprise
3
Ameriprise
Minnesota
$632M +$415M +7,121,115 +214%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$435M -$571M -9,803,502 -58%
AC
5
Allstate Corporation
Illinois
$356M +$90M +1,545,297 +35%
RBA
6
Richard Bernstein Advisors
New York
$346M +$334M +5,737,944 New
UCFA
7
United Capital Financial Advisors
Texas
$331M +$7.93M +136,109 +3%
PP
8
Prudential plc
United Kingdom
$220M +$177M +3,036,782 +507%
Wells Fargo
9
Wells Fargo
California
$216M -$10.8M -184,657 -5%
UBS Group
10
UBS Group
Switzerland
$203M -$47.9M -822,473 -20%
BlackRock
11
BlackRock
New York
$194M +$28.3M +485,602 +18%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$163M +$23.2M +397,756 +17%
PAMU
13
Pictet Asset Management (UK)
United Kingdom
$163M +$157M +2,696,858 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$158M -$1.24M -21,241 -0.8%
Morgan Stanley
15
Morgan Stanley
New York
$154M -$2.62M -44,957 -2%
MMI
16
Matson Money Inc
Ohio
$140M -$24.3M -417,532 -15%
FI
17
FormulaFolio Investments
Michigan
$135M -$13.9M -238,774 -10%
Charles Schwab
18
Charles Schwab
California
$135M -$7.13M -122,326 -5%
Franklin Resources
19
Franklin Resources
California
$122M -$3.56M -61,168 -3%
KeyBank National Association
20
KeyBank National Association
Ohio
$91.1M -$1.06M -18,260 -1%
Stifel Financial
21
Stifel Financial
Missouri
$71.7M -$7.01M -120,310 -9%
AIMU
22
Allianz Investment Management US
Minnesota
$59.1M -$16.3M -280,000 -22%
PWAG
23
Polaris Wealth Advisory Group
California
$56.3M +$54.4M +933,456 New
RJA
24
Raymond James & Associates
Florida
$54.6M +$2.31M +39,636 +5%
LPL Financial
25
LPL Financial
California
$52.8M -$113M -1,936,413 -69%

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.