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iShares 5-10 Year Investment Grade Corporate Bond ETF

386 hedge funds and large institutions have $4.98B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 395386 (-9)

8% less funds holding in top 10

Funds holding in top 10: 4037 (-3)

10% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 146

13% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 45

13.79% less ownership

Funds ownership: 157.77%143.98% (-14%)

15% less capital invested

Capital invested by funds: $5.83B → $4.98B (-$853M)

Holders
386
Holders Change
-9
Holders Change %
-2.28%
% of All Funds
8.85%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.85%
New
39
Increased
131
Reduced
146
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCG
226
Sonata Capital Group
Washington
$595K
PFPT
227
Pinnacle Financial Partners (Tennessee)
Tennessee
$591K +$145K +2,698 +32%
BFA
228
Beaumont Financial Advisors
Massachusetts
$575K +$320K +5,944 +124%
CT
229
CPF Texas
Texas
$565K +$567K +10,532 New
OPWM
230
Oak Point Wealth Management
Michigan
$563K +$567K +10,528 New
AIM
231
Astor Investment Management
Illinois
$562K -$77.6K -1,440 -12%
FTIOP
232
Fiduciary Trust International of Pennsylvania
Pennsylvania
$557K -$1.08K -20 -0.2%
NA
233
Nottingham Advisors
New York
$549K +$12.4K +230 +2%
3AM
234
3D Asset Management
Connecticut
$547K +$2.48K +46 +0.5%
VCA
235
Verdence Capital Advisors
Maryland
$518K +$99.2K +1,842 +24%
OAM
236
Oppenheimer Asset Management
New York
$490K -$5.34M -99,146 -92%
CBU
237
CIBC Bank USA
Illinois
$477K
PAMG
238
Patton Albertson Miller Group
Tennessee
$474K -$578K -10,736 -55%
NSCM
239
New South Capital Management
Tennessee
$473K
SFP
240
Shepherd Financial Partners
Massachusetts
$467K +$14.8K +274 +3%
CG
241
Colony Group
Massachusetts
$465K +$63.7K +1,182 +16%
DIA
242
Dana Investment Advisors
Wisconsin
$462K +$4.96K +92 +1%
BB
243
Bell Bank
North Dakota
$462K +$99.7K +1,850 +27%
RMDI
244
R.M. Davis Inc
Maine
$462K +$221K +4,108 +91%
SSB
245
Sandy Spring Bank
Maryland
$455K
SPC
246
Sigma Planning Corp
Michigan
$451K -$165K -3,064 -27%
EAM
247
Evanson Asset Management
California
$450K
BFM
248
Boston Financial Management
Massachusetts
$447K +$49.9K +926 +13%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$445K +$166K +3,090 +59%
NAM
250
NTV Asset Management
West Virginia
$440K -$183K -3,400 -29%

IGIB Hedge Fund Activity: Q1 2018 in Review

386 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2018, worth a combined $4.98B — down 15% from $5.83B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of IGIB and 39 opened new positions — a net loss of 6 holders — while 146 trimmed existing stakes and 131 added.

The largest buyer was Allianz Investment Management US, adding an estimated $58.8M. The largest seller was Envestnet Asset Management, cutting an estimated $204M.

  • 386 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2018, down from 395 in Q4 2017.
  • Funds reported $4.98B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2018, down 15% quarter-over-quarter.
  • 39 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2018 and 45 closed out, a net change of -6 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2018 was Allianz Investment Management US, an estimated $58.8M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2018.