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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
WEC
251
Winslow Evans & Crocker
Massachusetts
$1.44K
NMIS
252
Northwestern Mutual Investment Services
Wisconsin
$1K +$1.43K +26 New
FNBOO
253
First National Bank of Omaha
Nebraska
$335
HI
254
Horizon Investments
North Carolina
-$12.1M -221,270 Closed
JG
255
Jefferies Group
New York
-$8.93M -163,304 Closed
QA
256
Quantitative Advantage
Minnesota
-$7.94M -145,170 Closed
Deutsche Bank
257
Deutsche Bank
Germany
-$6.72M -123,024 Closed
AP
258
AHL Partners
United Kingdom
-$2.92M -53,334 Closed
PI
259
PineBridge Investments
New York
-$2.46M -45,000 Closed
RCM
260
Rotella Capital Management
Washington
-$1.92M -35,200 Closed
PHS
261
Pekin Hardy Strauss
Illinois
-$1.66M -30,444 Closed
AT
262
Arden Trust
Delaware
-$1.23M -22,450 Closed
HCMT
263
Highland Capital Management (Tennessee)
Tennessee
-$1.17M -21,352 Closed
CS
264
Credit Suisse
Switzerland
-$1.09M -19,920 Closed
DCM
265
Delta Capital Management
New Jersey
-$656K -12,000 Closed
EFS
266
Essex Financial Services
Connecticut
-$547K -10,000 Closed
CWM
267
Concert Wealth Management
California
-$496K -9,046 Closed
AL
268
Aspiriant LLC
California
-$327K -5,988 Closed
YP
269
Yellowstone Partners
Idaho
-$230K -4,212 Closed
BRWA
270
B. Riley Wealth Advisors
Florida
-$87 -1,600 Closed
HIM
271
Hutchens Investment Management
New Hampshire
-$33K -600 Closed
MFS
272
McNamara Financial Services
Massachusetts
-$33K -600 Closed
LIA
273
LS Investment Advisors
Michigan
-$32K -586 Closed
CFSG
274
Community Financial Services Group
Vermont
-$32K -580 Closed
NPC
275
National Planning Corporation
California
-$18.3K -334 Closed

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.