iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
226 hedge funds and large institutions have $3.5B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 89 reducing their positions, and 14 closing their positions.
2,400% more call options, than puts
Call options by funds: $10.8M | Put options by funds: $432K
136% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 14
20.67% more ownership
Funds ownership: 114.56% → 135.23% (+21%)
7% more funds holding
Funds holding: 212 → 226 (+14)
5% more funds holding in top 10
Funds holding in top 10: 21 → 22 (+1)
18% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 89
35% less capital invested
Capital invested by funds: $5.34B → $3.5B (-$1.84B)
Top Buyers
| 1 |
Franklin Resources
San Mateo,
California
|
+$405M |
| 2 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
+$32.9M |
| 3 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$15.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$14.3M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$9.89M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$46.3M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$32.9M |
| 3 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
-$20.7M |
| 4 |
FBT
Founders Bank & Trust
Grand Rapids,
Michigan
|
-$15.5M |
| 5 |
CC
Curian Capital
Denver,
Colorado
|
-$15.4M |
IGIB Hedge Fund Activity: Q4 2013 in Review
226 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2013, worth a combined $3.5B — down 35% from $5.34B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IGIB positions and 14 closed out — a net gain of 19 holders — while 73 added to existing stakes and 89 trimmed.
The largest buyer was Franklin Resources, adding an estimated $405M. The largest seller was Goldman Sachs, cutting an estimated $46.3M.
- 226 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2013, up from 212 in Q3 2013.
- Funds reported $3.5B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2013, down 35% quarter-over-quarter.
- 33 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2013 and 14 closed out, a net change of +19 holders.
- The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2013 was Franklin Resources, an estimated $405M added.
- The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2013 was Goldman Sachs, an estimated $46.3M sold.
Based on aggregated 13F filings for Q4 2013.