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iShares 5-10 Year Investment Grade Corporate Bond ETF

366 hedge funds and large institutions have $4.98B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 112 increasing their positions, 156 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.95% more ownership

Funds ownership: 143.98%153.93% (+9.9%)

0% less capital invested

Capital invested by funds: $4.98B → $4.98B (-$2.66M)

5% less funds holding

Funds holding: 386366 (-20)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

28% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 156

32% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 41

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $319K

Holders
366
Holders Change
-20
Holders Change %
-5.18%
% of All Funds
8.38%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.76%
New
28
Increased
112
Reduced
156
Closed
41
Calls
Puts
$319K
Net Calls
-$319K
Net Calls Change
-$319K
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
226
Sigma Planning Corp
Michigan
$566K +$119K +2,246 +27%
NA
227
Nottingham Advisors
New York
$549K
3AM
228
3D Asset Management
Connecticut
$549K +$6.91K +130 +1%
VWM
229
Venturi Wealth Management
Texas
$547K -$156K -2,934 -12%
DIA
230
Dana Investment Advisors
Wisconsin
$475K +$17K +320 +4%
CBU
231
CIBC Bank USA
Illinois
$473K
NSCM
232
New South Capital Management
Tennessee
$469K
BCM
233
Bluefin Capital Management
New York
$460K +$461K +8,666 New
BB
234
Bell Bank
North Dakota
$457K
SSB
235
Sandy Spring Bank
Maryland
$451K
NAM
236
NTV Asset Management
West Virginia
$436K
BFM
237
Boston Financial Management
Massachusetts
$427K -$15.1K -284 -3%
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$416K -$25.4K -478 -6%
AT
239
Arden Trust
Delaware
$408K +$14.8K +278 +4%
ERIM
240
Eagle Ridge Investment Management
Connecticut
$404K
BFG
241
Beacon Financial Group
Texas
$398K +$52.2K +982 +15%
EDRH
242
Edmond de Rothschild Holding
Switzerland
$391K +$5.85K +110 +2%
HFS
243
Haverford Financial Services
Pennsylvania
$387K -$467K -8,782 -55%
GRP
244
Global Retirement Partners
California
$387K +$46.6K +876 +14%
CWM
245
CMH Wealth Management
New Hampshire
$378K +$15.4K +290 +4%
TWM
246
Torch Wealth Management
Ohio
$367K -$15.9K -300 -4%
SI
247
Shaker Investments
Ohio
$367K
CG
248
Colony Group
Massachusetts
$359K -$102K -1,922 -22%
JLBC
249
J.L. Bainbridge & Co
Florida
$359K +$359K +6,756 New
Fisher Asset Management
250
Fisher Asset Management
Washington
$357K +$357K +6,714 New

IGIB Hedge Fund Activity: Q2 2018 in Review

366 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2018, worth a combined $4.98B — down 0.05% from $4.98B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of IGIB and 28 opened new positions — a net loss of 13 holders — while 156 trimmed existing stakes and 112 added.

The largest buyer was Envestnet Asset Management, adding an estimated $242M. The largest seller was Wells Fargo, cutting an estimated $59.8M.

  • 366 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2018, down from 386 in Q1 2018.
  • Funds reported $4.98B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2018, down 0.05% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2018 and 41 closed out, a net change of -13 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2018 was Envestnet Asset Management, an estimated $242M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2018 was Wells Fargo, an estimated $59.8M sold.

Based on aggregated 13F filings for Q2 2018.