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iShares 5-10 Year Investment Grade Corporate Bond ETF

272 hedge funds and large institutions have $5.08B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 106 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $348K

122% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 18

25% more capital invested

Capital invested by funds: $4.07B → $5.08B (+$1.01B)

8% more funds holding

Funds holding: 253272 (+19)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

9.77% less ownership

Funds ownership: 147.37%137.6% (-9.8%)

12% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 106

Holders
272
Holders Change
+19
Holders Change %
+7.51%
% of All Funds
7.59%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.78%
New
40
Increased
93
Reduced
106
Closed
18
Calls
$1.16M
Puts
$348K
Net Calls
+$814K
Net Calls Change
+$934K
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
251
Next Financial Group
Texas
$42K -$4.23K -78 -9%
BCA
252
Bray Capital Advisors
Florida
$33K
CWM
253
Cranbrook Wealth Management
Michigan
$32K
PIA
254
Piedmont Investment Advisors
North Carolina
$26.1K
BWA
255
Burt Wealth Advisors
Maryland
$26K
AP
256
Atwood & Palmer
Missouri
$24K +$23.8K +438 New
JIC
257
Joel Isaacson & Co
New York
$23K +$22.9K +422 New
PFBT
258
Parkside Financial Bank & Trust
Missouri
$18K +$17.7K +326 New
HF
259
Hoxton Financial
West Virginia
$16K
WRM
260
Westport Resources Management
Connecticut
$10K +$108 +2 +1%
Manulife (Manufacturers Life Insurance)
261
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.69K +$54.1K +998 +0.6%
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$9K +$9.11K +168 New
M
263
MOTCO
Texas
$7K +$6.83K +126 New
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$5K -$8.9K -164 -65%
EMA
265
Efficient Market Advisors
California
$5K +$4.56K +84 New
TCM
266
Tradewinds Capital Management
Washington
$5K +$4.77K +88 New
SEI Investments
267
SEI Investments
Pennsylvania
$5K +$4.88K +90 +2,250%
LWA
268
Lenox Wealth Advisors
New York
$3K +$3.15K +58 New
BCM
269
Brookstone Capital Management
Illinois
$2K +$1.74K +32 New
WEC
270
Winslow Evans & Crocker
Massachusetts
$1.41K
GI
271
Gradient Investments
Minnesota
$1K +$542 +10 New
NMIS
272
Northwestern Mutual Investment Services
Wisconsin
$1K +$542 +10 New
BCMIO
273
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$1.19K +22 New
FNBOO
274
First National Bank of Omaha
Nebraska
$330
NYLIM
275
New York Life Investment Management
New York
-$19.6M -360,112 Closed

IGIB Hedge Fund Activity: Q3 2015 in Review

272 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2015, worth a combined $5.08B — up 25% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGIB positions and 18 closed out — a net gain of 22 holders — while 93 added to existing stakes and 106 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $50.7M. The largest seller was HighTower Advisors, cutting an estimated $290M.

  • 272 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2015, up from 253 in Q2 2015.
  • Funds reported $5.08B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2015, up 25% quarter-over-quarter.
  • 40 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2015 and 18 closed out, a net change of +22 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2015 was Raymond James & Associates, an estimated $50.7M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2015 was HighTower Advisors, an estimated $290M sold.

Based on aggregated 13F filings for Q3 2015.