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iShares 5-10 Year Investment Grade Corporate Bond ETF

230 hedge funds and large institutions have $3.88B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $3.25B → $3.88B (+$629M)

18.37% more ownership

Funds ownership: 118.03%136.4% (+18%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1% less funds holding

Funds holding: 232230 (-2)

3% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 90

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.66%
New
19
Increased
87
Reduced
90
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HR
226
Howe & Rusling
New York
$11K
WRM
227
Westport Resources Management
Connecticut
$10K
MPWT
228
MassMutual Private Wealth & Trust
Connecticut
$9.92K +$9.87K +180 New
S
229
SignatureFD
Georgia
$6K +$5.7K +104 New
WEC
230
Winslow Evans & Crocker
Massachusetts
$1.43K
CTC
231
Central Trust Company
Missouri
$1K +$1.1K +20 New
K
232
Kemper
Illinois
-$24.4M -446,934 Closed
CCMH
233
Cornerstone Capital Management Holdings
New York
-$9.31M -170,660 Closed
GAM
234
Gemmer Asset Management
California
-$1.82M -31,172 Closed
SCG
235
Strategic Capital Group
Washington
-$1.48M -27,164 Closed
WCM
236
Washington Capital Management
Washington
-$1.23M -22,580 Closed
SGCA
237
Steel Grove Capital Advisors
Tennessee
-$651K -11,930 Closed
BIA
238
Biondo Investment Advisors
Pennsylvania
-$560K -10,270 Closed
TU
239
TDAM USA
Ontario, Canada
-$405K -7,420 Closed
KFS
240
KMS Financial Services
Washington
-$291K -5,336 Closed
VKH
241
Virtu KCG Holdings
New York
-$286K -5,238 Closed
JA
242
JOYN Advisors
Georgia
-$229K -4,200 Closed
HighTower Advisors
243
HighTower Advisors
Illinois
-$210K -3,844 Closed
WA
244
WBH Advisory
Maryland
-$200K -3,680 Closed
ECM
245
ETrade Capital Management
Virginia
-$163K -2,988 Closed
HI
246
Hudock Inc
Pennsylvania
-$33K -604 Closed
CAL
247
Capital Analysts LLC
Pennsylvania
-$17.4K -320 Closed
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
-$9K -160 Closed
NMIS
249
Northwestern Mutual Investment Services
Wisconsin
-$3K -62 Closed
BCMIO
250
Beacon Capital Management Inc (Ohio)
Ohio
-$2K -36 Closed

IGIB Hedge Fund Activity: Q2 2014 in Review

230 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2014, worth a combined $3.88B — up 19% from $3.25B a quarter earlier.

Fund positioning in IGIB was balanced in Q2 2014: 19 funds opened new positions, 19 closed out, 87 added to existing stakes and 90 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $525M. The largest seller was Wells Fargo, cutting an estimated $62.2M.

  • 230 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2014, down from 232 in Q1 2014.
  • Funds reported $3.88B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2014, up 19% quarter-over-quarter.
  • 19 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2014 and 19 closed out, a net change of 0 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2014 was Franklin Resources, an estimated $525M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2014 was Wells Fargo, an estimated $62.2M sold.

Based on aggregated 13F filings for Q2 2014.