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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

235 hedge funds and large institutions have $4.62B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 115 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 73

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

19% more capital invested

Capital invested by funds: $3.88B → $4.62B (+$748M)

2% more funds holding

Funds holding: 230 → 235 (+5)

1.01% more ownership

Funds ownership: 136.4% → 137.41% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 23 → 23 (0)

Holders
235
Holders Change
+5
Holders Change %
+2.17%
% of All Funds
6.82%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
21
Increased
115
Reduced
73
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$56.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.2M
3
Wells Fargo
Wells Fargo
California
+$25.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$22.7M
5
SMA
Simply Money Advisors
Ohio
+$16.5M

Top Sellers

Rank Fund Capital Flow
1
BIM
BlackRock Investment Management
Delaware
-$14.6M
2
DADC
D.A. Davidson & Co
Montana
-$8.29M
3
LPL Financial
LPL Financial
California
-$7.53M
4
Bank of America
Bank of America
North Carolina
-$6.26M
5
JG
Jefferies Group
New York
-$5.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
226
Wealthcare Capital Management
Virginia
$23K +$23.3K +424 New
CIM
227
Contravisory Investment Management
Massachusetts
$18K +$17.8K +324 New
HF
228
Hoxton Financial
West Virginia
$16K – – –
MAM
229
Mizuho Asset Management
Japan
$15K -$549 -10 -3%
WRM
230
Westport Resources Management
Connecticut
$10K – – –
SNT
231
Security National Trust
West Virginia
$10K +$10.1K +184 New
FANJ
232
Financial Architects (New Jersey)
New Jersey
$9K +$9.22K +168 New
JG
233
Jefferies Group
New York
$8K -$5.55M -101,002 -100%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5.16K +94 New
WEC
235
Winslow Evans & Crocker
Massachusetts
$1.42K +$110 +2 +8%
Manulife (Manufacturers Life Insurance)
236
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40 -$8.57K -156 -18%
ASN
237
Advisory Services Network
Georgia
– -$4.25M -77,204 Closed
CS
238
Comerica Securities
Michigan
– -$883K -16,030 Closed
NCM
239
Novare Capital Management
North Carolina
– -$341K -6,186 Closed
AF
240
Allworth Financial
California
– -$304K -5,520 Closed
SCA
241
STALEY CAPITAL ADVISERS
Pennsylvania
– -$242K -4,400 Closed
CFB
242
Cullen/Frost Bankers
Texas
– -$218K -3,960 Closed
EGA
243
Eagle Global Advisors
Texas
– -$216K -3,920 Closed
CAL
244
Capital Advisors Ltd
Ohio
– -$216K -3,914 Closed
BRWA
245
B. Riley Wealth Advisors
Florida
– -$110K -2,002 Closed
Toronto Dominion Bank
246
Toronto Dominion Bank
Ontario, Canada
– -$110K -2,000 Closed
OIA
247
Optimum Investment Advisors
Illinois
– -$17K -300 Closed
HR
248
Howe & Rusling
New York
– -$11K -200 Closed
S
249
SignatureFD
Georgia
– -$6K -104 Closed
CTC
250
Central Trust Company
Missouri
– -$1K -20 Closed
6 7 8 9
10

IGIB Hedge Fund Activity: Q3 2014 in Review

235 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2014, worth a combined $4.62B — up 19% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGIB positions and 14 closed out — a net gain of 7 holders — while 115 added to existing stakes and 73 trimmed.

The largest buyer was Franklin Resources, adding an estimated $56.6M. The largest seller was BlackRock Investment Management, cutting an estimated $14.6M.

  • 235 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2014, up from 230 in Q2 2014.
  • Funds reported $4.62B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2014, up 19% quarter-over-quarter.
  • 21 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2014 and 14 closed out, a net change of +7 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2014 was Franklin Resources, an estimated $56.6M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2014 was BlackRock Investment Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q3 2014.