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iShares 5-10 Year Investment Grade Corporate Bond ETF

339 hedge funds and large institutions have $4.93B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 158 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

77,487% more call options, than puts

Call options by funds: $213M | Put options by funds: $275K

49% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 106

12% more funds holding in top 10

Funds holding in top 10: 3438 (+4)

6% more capital invested

Capital invested by funds: $4.67B → $4.93B (+$264M)

10% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 31

1.25% less ownership

Funds ownership: 143.22%141.97% (-1.2%)

3% less funds holding

Funds holding: 348339 (-9)

Holders
339
Holders Change
-9
Holders Change %
-2.59%
% of All Funds
8.45%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.95%
New
28
Increased
158
Reduced
106
Closed
31
Calls
$213M
Puts
$275K
Net Calls
+$213M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
226
Sandy Spring Bank
Maryland
$510K -$539K -9,840 -51%
BFA
227
Bragg Financial Advisors
North Carolina
$502K -$16.4K -300 -3%
CBU
228
CIBC Bank USA
Illinois
$489K
NSCM
229
New South Capital Management
Tennessee
$485K
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$476K -$89.3K -1,628 -16%
HWM
231
Highwater Wealth Management
Colorado
$469K -$86.4K -1,576 -16%
SG
232
StoneX Group
New York
$463K +$462K +8,430 New
EAM
233
Evanson Asset Management
California
$460K
AT
234
Arden Trust
Delaware
$458K +$118K +2,154 +35%
FPCP
235
Fort Point Capital Partners
California
$456K +$91.2K +1,664 +25%
SPIA
236
Steward Partners Investment Advisory
New York
$445K +$313K +5,716 +238%
DIA
237
Dana Investment Advisors
Wisconsin
$444K +$32.2K +588 +8%
CIBC World Market
238
CIBC World Market
Ontario, Canada
$438K -$7.67K -140 -2%
TWM
239
Torch Wealth Management
Ohio
$431K
HighTower Advisors
240
HighTower Advisors
Illinois
$429K -$1.32K -24 -0.3%
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$419K +$158K +2,888 +61%
ERIM
242
Eagle Ridge Investment Management
Connecticut
$417K
BFM
243
Boston Financial Management
Massachusetts
$406K
CA
244
Cetera Advisors
Colorado
$404K -$41.7K -760 -9%
SI
245
Shaker Investments
Ohio
$379K
JIC
246
Johnson Investment Counsel
Ohio
$365K
RFC
247
Regions Financial Corp
Alabama
$363K -$15.4K -280 -4%
DJSG
248
D.J. St. Germain
Massachusetts
$351K -$333K -6,070 -49%
TFA
249
Transamerica Financial Advisors
Florida
$345K +$51.2K +934 +17%
PCM
250
Parsons Capital Management
Rhode Island
$343K +$343K +6,250 New

IGIB Hedge Fund Activity: Q2 2017 in Review

339 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2017, worth a combined $4.93B — up 5.6% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of IGIB and 28 opened new positions — a net loss of 3 holders — while 106 trimmed existing stakes and 158 added.

The largest buyer was Park Avenue Securities, opening a new position worth an estimated $88.4M. The largest seller was UBS Group, cutting an estimated $204M.

  • 339 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2017, down from 348 in Q1 2017.
  • Funds reported $4.93B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2017, up 5.6% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2017 and 31 closed out, a net change of -3 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2017 was Park Avenue Securities, an estimated $88.4M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2017 was UBS Group, an estimated $204M sold.

Based on aggregated 13F filings for Q2 2017.