We are live on ! Find out more
IGIB icon

iShares 5-10 Year Investment Grade Corporate Bond ETF

348 hedge funds and large institutions have $4.67B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 137 increasing their positions, 118 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

16% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 118

6% more funds holding

Funds holding: 329348 (+19)

0% more capital invested

Capital invested by funds: $4.66B → $4.67B (+$6.66M)

3.04% less ownership

Funds ownership: 146.26%143.22% (-3%)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

Holders
348
Holders Change
+19
Holders Change %
+5.78%
% of All Funds
8.66%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.85%
New
40
Increased
137
Reduced
118
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
251
Regions Financial Corp
Alabama
$376K +$46.9K +864 +14%
NCM
252
Novare Capital Management
North Carolina
$364K +$363K +6,680 New
FPCP
253
Fort Point Capital Partners
California
$362K
JIC
254
Johnson Investment Counsel
Ohio
$362K +$10.3K +190 +3%
CWM
255
Concert Wealth Management
California
$352K -$77.2K -1,422 -18%
OC
256
Oppenheimer & Co
New York
$352K -$36K -664 -9%
BKA
257
Brick & Kyle Associates
Pennsylvania
$349K +$10.9K +200 +3%
AT
258
Arden Trust
Delaware
$338K -$33.4K -616 -9%
GLA
259
Good Life Advisors
Pennsylvania
$337K +$12.1K +222 +4%
V
260
Veritable
Delaware
$337K +$336K +6,180 New
KA
261
Kovack Advisors
Florida
$336K -$40K -736 -11%
DS
262
DRW Securities
Illinois
$332K +$331K +6,088 New
TH
263
TCTC Holdings
Texas
$327K +$326K +6,000 New
SG Americas Securities
264
SG Americas Securities
New York
$311K -$4.87M -89,670 -94%
AWA
265
Arete Wealth Advisors
Illinois
$310K +$1.3K +24 +0.4%
SFS
266
Sowell Financial Services
Arkansas
$306K +$255K +4,700 +544%
BFA
267
Beaumont Financial Advisors
Massachusetts
$302K -$54.9K -1,012 -15%
PG
268
Patten Group
Tennessee
$300K
TFA
269
Transamerica Financial Advisors
Florida
$291K -$92.2K -1,698 -24%
PFPT
270
Pinnacle Financial Partners (Tennessee)
Tennessee
$291K +$4.34K +80 +2%
BAAM
271
Baker Avenue Asset Management
California
$277K
LFAS
272
Level Four Advisory Services
Texas
$275K -$21.1K -388 -7%
NFG
273
Nations Financial Group
Iowa
$265K +$17.6K +324 +7%
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$258K +$39.3K +724 +18%
ClearBridge Investments
275
ClearBridge Investments
New York
$256K -$543 -10 -0.2%

IGIB Hedge Fund Activity: Q1 2017 in Review

348 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2017, worth a combined $4.67B — up 0.14% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGIB positions and 16 closed out — a net gain of 24 holders — while 137 added to existing stakes and 118 trimmed.

The largest buyer was BlackRock, adding an estimated $69.7M. The largest seller was Franklin Resources, cutting an estimated $141M.

  • 348 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2017, up from 329 in Q4 2016.
  • Funds reported $4.67B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2017, up 0.14% quarter-over-quarter.
  • 40 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2017 and 16 closed out, a net change of +24 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2017 was BlackRock, an estimated $69.7M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2017 was Franklin Resources, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2017.