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iShares 5-10 Year Investment Grade Corporate Bond ETF

253 hedge funds and large institutions have $4.22B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 109 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $852K | Put options by funds: $277K

27% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 86

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

5.79% more ownership

Funds ownership: 138.48%144.28% (+5.8%)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 256253 (-3)

22% less capital invested

Capital invested by funds: $5.43B → $4.22B (-$1.21B)

Holders
253
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
6.74%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
28
Increased
109
Reduced
86
Closed
28
Calls
$852K
Puts
$277K
Net Calls
+$575K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
S
226
SignatureFD
Georgia
$85K +$85K +1,542 New
CLOS
227
Compagnie Lombard Odier SCmA
Switzerland
$83K
FAM
228
Formidable Asset Management
Ohio
$76K
FWM
229
Focused Wealth Management
New York
$71K +$110 +2 +0.2%
CI
230
Clal Insurance
Israel
$59K
CG
231
Colony Group
Massachusetts
$54K -$432K -7,834 -89%
WTB
232
Washington Trust Bank
Washington
$50K -$72.8K -1,320 -59%
WA
233
WFG Advisors
Texas
$50K -$33.2K -602 -40%
WP
234
WealthPLAN Partners
Nebraska
$42K +$41.8K +758 New
NFG
235
Next Financial Group
Texas
$37K
BRWM
236
B. Riley Wealth Management
Tennessee
$37K +$110 +2 +0.3%
CWM
237
Cranbrook Wealth Management
Michigan
$32K -$75.4K -1,368 -70%
AllianceBernstein
238
AllianceBernstein
Tennessee
$31K
SSB
239
Sandy Spring Bank
Maryland
$31K
AIM
240
Advantage Investment Management
Iowa
$30K -$381K -6,920 -93%
PIA
241
Piedmont Investment Advisors
North Carolina
$26.6K
BWA
242
Burt Wealth Advisors
Maryland
$26K
HNB
243
Huntington National Bank
Ohio
$22K +$22.1K +400 New
HF
244
Hoxton Financial
West Virginia
$17K
FANJ
245
Financial Architects (New Jersey)
New Jersey
$14K -$50.7K -920 -79%
WRM
246
Westport Resources Management
Connecticut
$10K +$110 +2 +1%
TFA
247
Transamerica Financial Advisors
Florida
$10K +$9.59K +174 New
Manulife (Manufacturers Life Insurance)
248
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.31K +$710K +12,888 +8%
SF
249
Synovus Financial
Georgia
$8K +$8.82K +160 New
WAS
250
Winch Advisory Services
Wisconsin
$2K +$2.31K +42 New

IGIB Hedge Fund Activity: Q1 2015 in Review

253 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2015, worth a combined $4.22B — down 22% from $5.43B a quarter earlier.

Fund positioning in IGIB was balanced in Q1 2015: 28 funds opened new positions, 28 closed out, 109 added to existing stakes and 86 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $291M. The largest seller was Fidelity Investments, cutting an estimated $103M.

  • 253 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2015, down from 256 in Q4 2014.
  • Funds reported $4.22B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2015, down 22% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2015 and 28 closed out, a net change of 0 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2015 was HighTower Advisors, an estimated $291M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2015 was Fidelity Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2015.