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iShares 5-10 Year Investment Grade Corporate Bond ETF

337 hedge funds and large institutions have $5.45B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 143 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $474K | Put options by funds: $242K

40% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 102

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

10.88% more ownership

Funds ownership: 141.97%152.85% (+11%)

11% more capital invested

Capital invested by funds: $4.93B → $5.45B (+$519M)

1% less funds holding

Funds holding: 339337 (-2)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
337
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
8.4%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.92%
New
26
Increased
143
Reduced
102
Closed
23
Calls
$474K
Puts
$242K
Net Calls
+$232K
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
226
Bragg Financial Advisors
North Carolina
$475K -$28.6K -520 -6%
AT
227
Arden Trust
Delaware
$473K +$13.3K +242 +3%
Betterment LLC
228
Betterment LLC
New York
$471K +$471K +8,552 New
SSB
229
Sandy Spring Bank
Maryland
$468K -$44K -800 -9%
EAM
230
Evanson Asset Management
California
$462K
FPCP
231
Fort Point Capital Partners
California
$458K
WP
232
WealthSource Partners
California
$450K -$1.6M -28,988 -78%
DIA
233
Dana Investment Advisors
Wisconsin
$445K -$220 -4 -0%
TWM
234
Torch Wealth Management
Ohio
$432K
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$420K -$57.3K -1,040 -12%
ERIM
236
Eagle Ridge Investment Management
Connecticut
$419K
HIIFS
237
Harel Insurance Investments & Financial Services
Israel
$414K -$2.04M -36,984 -83%
GLA
238
Good Life Advisors
Pennsylvania
$414K +$72.3K +1,314 +21%
BFM
239
Boston Financial Management
Massachusetts
$408K
SPIA
240
Steward Partners Investment Advisory
New York
$397K -$49.4K -898 -11%
ATC
241
Argent Trust Co
Tennessee
$395K -$166K -3,024 -30%
FIAS
242
FinTrust Investment Advisory Services
South Carolina
$386K +$386K +7,012 New
SI
243
Shaker Investments
Ohio
$381K
BKA
244
Brick & Kyle Associates
Pennsylvania
$364K +$33K +600 +10%
RCAG
245
Rehmann Capital Advisory Group
Michigan
$352K +$21.9K +398 +7%
EDRH
246
Edmond de Rothschild Holding
Switzerland
$351K -$689K -12,510 -66%
NFG
247
Nations Financial Group
Iowa
$349K +$24.2K +440 +7%
KA
248
Kovack Advisors
Florida
$340K
V
249
Veritable
Delaware
$340K
OC
250
Oppenheimer & Co
New York
$340K +$8.48K +154 +3%

IGIB Hedge Fund Activity: Q3 2017 in Review

337 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 Q3 2017, worth a combined $5.45B — up 11% from $4.93B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IGIB positions and 23 closed out — a net gain of 3 holders — while 143 added to existing stakes and 102 trimmed.

The largest buyer was UBS Group, adding an estimated $258M. The largest seller was Park Avenue Securities, exiting entirely with an estimated $87.9M sold.

  • 337 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2017, down from 339 in Q2 2017.
  • Funds reported $5.45B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2017, up 11% quarter-over-quarter.
  • 26 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2017 and 23 closed out, a net change of +3 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2017 was UBS Group, an estimated $258M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2017 was Park Avenue Securities, an estimated $87.9M sold.

Based on aggregated 13F filings for Q3 2017.