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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.22B +$186M +3,034,684 +18%
BlackRock
2
BlackRock
New York
$576M -$120M -1,955,701 -17%
FRBONY
3
Federal Reserve Bank of New York
New York
$497M +$492M +8,046,720 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$489M +$23.1M +378,356 +5%
UCFA
5
United Capital Financial Advisors
Texas
$366M +$15.9M +260,362 +5%
DILIC
6
Dai-ichi Life Insurance Company
Japan
$357M +$353M +5,775,700 New
AC
7
Allstate Corporation
Illinois
$300M -$13.8M -225,884 -4%
Ameriprise
8
Ameriprise
Minnesota
$297M -$367M -5,993,624 -56%
Wells Fargo
9
Wells Fargo
California
$238M +$6.72M +109,770 +3%
Bank of America
10
Bank of America
North Carolina
$210M -$479M -7,829,883 -70%
Morgan Stanley
11
Morgan Stanley
New York
$199M +$27.1M +443,701 +16%
MYLI
12
Meiji Yasuda Life Insurance
Japan
$191M +$23.9M +390,000 +14%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$166M -$2.29M -37,355 -1%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$164M +$1.28M +20,927 +0.8%
PAMU
15
Pictet Asset Management (UK)
United Kingdom
$160M -$15.2M -248,262 -9%
Charles Schwab
16
Charles Schwab
California
$152M +$7.09M +115,822 +5%
MMI
17
Matson Money Inc
Ohio
$141M +$357K +5,842 +0.3%
UBS Group
18
UBS Group
Switzerland
$127M -$101M -1,645,197 -45%
Franklin Resources
19
Franklin Resources
California
$118M +$4.18M +68,304 +4%
KeyBank National Association
20
KeyBank National Association
Ohio
$93M -$378K -6,184 -0.4%
FI
21
FormulaFolio Investments
Michigan
$85.8M -$12.3M -200,710 -13%
JP Morgan Chase
22
JP Morgan Chase
New York
$79.9M +$46.2M +755,321 +141%
Stifel Financial
23
Stifel Financial
Missouri
$75M +$964K +15,756 +1%
RJA
24
Raymond James & Associates
Florida
$70.6M +$22.6M +368,933 +48%
KFAA
25
Klaas Financial Asset Advisors
Illinois
$64.7M +$64.1M +1,047,565 New

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.