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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

212 hedge funds and large institutions have $5.34B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 97 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $4.14B → $5.34B (+$1.2B)

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0.81% more ownership

Funds ownership: 113.76% → 114.56% (+0.81%)

0% less funds holding

Funds holding: 213 → 212 (-1)

13% less funds holding in top 10

Funds holding in top 10: 24 → 21 (-3)

24% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 97

Holders
212
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
6.87%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.68%
New
21
Increased
74
Reduced
97
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$70.3M
2
Goldman Sachs
Goldman Sachs
New York
+$27.9M
3
3AM
3D Asset Management
Connecticut
+$17.3M
4
EAM
Eagle Asset Management
Florida
+$13.6M
5
SMA
Simply Money Advisors
Ohio
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
BA
BlackRock Advisors
Delaware
-$71.2M
2
HTC
Haverford Trust Company
Pennsylvania
-$31M
3
Bank of America
Bank of America
North Carolina
-$27.3M
4
SR
Swiss Reinsurance
Switzerland
-$20M
5
EB
Eastern Bank
Massachusetts
-$19.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
226
Aspiriant LLC
California
– -$441K -8,194 Closed
AW
227
ACG Wealth
Georgia
– -$420K -7,798 Closed
BRWA
228
B. Riley Wealth Advisors
Florida
– -$335K -6,216 Closed
AWM
229
Affinity Wealth Management
Delaware
– -$247K -4,584 Closed
IFB
230
iAB Financial Bank
Indiana
– -$118K -2,200 Closed
BWM
231
Baystate Wealth Management
Massachusetts
– -$88K -1,630 Closed
JFA
232
JNBA Financial Advisors
Minnesota
– -$43K -800 Closed
FHC
233
First Heartland Consultants
Missouri
– -$27K -500 Closed
OWP
234
Obermeyer Wealth Partners
Colorado
– -$17K -310 Closed
BBHC
235
Brown Brothers Harriman & Co
New York
– -$3K -50 Closed
6 7 8 9
10

IGIB Hedge Fund Activity: Q3 2013 in Review

212 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2013, worth a combined $5.34B — up 29% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGIB positions and 20 closed out — a net gain of 1 holder — while 74 added to existing stakes and 97 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $70.3M. The largest seller was BlackRock Advisors, exiting entirely with an estimated $71.2M sold.

  • 212 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2013, down from 213 in Q2 2013.
  • Funds reported $5.34B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2013, up 29% quarter-over-quarter.
  • 21 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2013 and 20 closed out, a net change of +1 holder.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2013 was Charles Schwab Investment Advisory, an estimated $70.3M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2013 was BlackRock Advisors, an estimated $71.2M sold.

Based on aggregated 13F filings for Q3 2013.