State Street SPDR Bloomberg International Corporate Bond ETF
IBND
55 hedge funds and large institutions have $151M invested in State Street SPDR Bloomberg International Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 5 closing their positions.
164% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 11
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
21% more capital invested
Capital invested by funds: $125M → $151M (+$25.9M)
6% more funds holding
Funds holding: 52 → 55 (+3)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.27% less ownership
Funds ownership: 54.29% → 54.02% (-0.27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$5.92M |
| 3 |
AssetMark Inc
Concord,
California
|
+$2.45M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.47M |
| 5 |
B
Baird
Milwaukee,
Wisconsin
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAG
Tactical Allocation Group
Birmingham,
Michigan
|
-$1.38M |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$1.16M |
| 3 |
SC
Stratford Consulting
Addison,
Texas
|
-$1.03M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$960K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$410K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $7K | +$7.39K | +200 | New |
|
|
PO
52
Private Ocean
San Rafael,
California
| $6K | +$3.77K | +102 | New |
|
|
VIA
53
Vantage Investment Advisors
State College,
Pennsylvania
| $4K | – | – | – |
|
|
JFA
54
JNBA Financial Advisors
Bloomington,
Minnesota
| $3K | +$2.7K | +73 | New |
|
|
TFA
55
Transamerica Financial Advisors
St. Petersburg,
Florida
| $2K | +$775 | +21 | +70% |
|
|
SC
56
Stratford Consulting
Addison,
Texas
| – | -$1.03M | -28,137 | Closed |
|
|
ASN
57
Advisory Services Network
Atlanta,
Georgia
| – | -$51K | -1,400 | Closed |
|
|
GI
58
Gradient Investments
Arden Hills,
Minnesota
| – | -$14K | -390 | Closed |
|
|
JG
59
Jefferies Group
New York
| – | -$3K | -69 | Closed |
|
|
WA
60
WFG Advisors
Dallas,
Texas
| – | -$2K | -66 | Closed |
|
IBND Hedge Fund Activity: Q1 2014 in Review
55 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Corporate Bond ETF (IBND) for Q1 2014, worth a combined $151M — up 21% from $125M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBND positions and 5 closed out — a net gain of 3 holders — while 29 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $11M. The largest seller was Tactical Allocation Group, cutting an estimated $1.38M.
- 55 institutional investors held State Street SPDR Bloomberg International Corporate Bond ETF (IBND) as of Q1 2014, up from 52 in Q4 2013.
- Funds reported $151M of State Street SPDR Bloomberg International Corporate Bond ETF stock for Q1 2014, up 21% quarter-over-quarter.
- 8 funds opened new State Street SPDR Bloomberg International Corporate Bond ETF positions in Q1 2014 and 5 closed out, a net change of +3 holders.
- The largest State Street SPDR Bloomberg International Corporate Bond ETF buyer in Q1 2014 was Morgan Stanley, an estimated $11M added.
- The largest State Street SPDR Bloomberg International Corporate Bond ETF seller in Q1 2014 was Tactical Allocation Group, an estimated $1.38M sold.
Based on aggregated 13F filings for Q1 2014.