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iShares 5-10 Year Investment Grade Corporate Bond ETF

339 hedge funds and large institutions have $4.93B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 158 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

77,487% more call options, than puts

Call options by funds: $213M | Put options by funds: $275K

49% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 106

12% more funds holding in top 10

Funds holding in top 10: 3438 (+4)

6% more capital invested

Capital invested by funds: $4.67B → $4.93B (+$264M)

10% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 31

1.25% less ownership

Funds ownership: 143.22%141.97% (-1.2%)

3% less funds holding

Funds holding: 348339 (-9)

Holders
339
Holders Change
-9
Holders Change %
-2.59%
% of All Funds
8.45%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.95%
New
28
Increased
158
Reduced
106
Closed
31
Calls
$213M
Puts
$275K
Net Calls
+$213M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Change in
Stake
V
251
Veritable
Delaware
$339K
GLA
252
Good Life Advisors
Pennsylvania
$338K -$3.95K -72 -1%
KA
253
Kovack Advisors
Florida
$338K
OC
254
Oppenheimer & Co
New York
$330K -$24.8K -452 -7%
IIA
255
IPG Investment Advisors
California
$329K +$329K +6,000 New
BKA
256
Brick & Kyle Associates
Pennsylvania
$329K -$21.9K -400 -6%
PG
257
Patten Group
Tennessee
$329K +$25.8K +470 +9%
RCAG
258
Rehmann Capital Advisory Group
Michigan
$328K -$81K -1,478 -20%
Creative Planning
259
Creative Planning
Kansas
$327K +$235K +4,282 +255%
NFG
260
Nations Financial Group
Iowa
$324K +$56.5K +1,030 +21%
BFA
261
Beaumont Financial Advisors
Massachusetts
$317K +$12.4K +226 +4%
AWA
262
Arete Wealth Advisors
Illinois
$314K +$1.97K +36 +0.6%
CG
263
Colony Group
Massachusetts
$313K +$313K +5,700 New
PFPT
264
Pinnacle Financial Partners (Tennessee)
Tennessee
$312K +$18.6K +340 +6%
I
265
IberiaBank
Louisiana
$309K -$128K -2,326 -29%
BFG
266
Beacon Financial Group
Texas
$295K +$295K +5,372 New
CB
267
Commerce Bank
Missouri
$292K +$291K +5,306 New
BAAM
268
Baker Avenue Asset Management
California
$279K
LFAS
269
Level Four Advisory Services
Texas
$275K
NGA
270
Naples Global Advisors
Florida
$261K +$21.9K +400 +9%
ClearBridge Investments
271
ClearBridge Investments
New York
$257K -$768 -14 -0.3%
FM
272
Foster & Motley
Ohio
$257K +$110 +2 +0%
EGA
273
Eagle Global Advisors
Texas
$255K
NCM
274
Novare Capital Management
North Carolina
$251K -$115K -2,100 -31%
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$250K +$222K +4,046 +796%

IGIB Hedge Fund Activity: Q2 2017 in Review

339 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2017, worth a combined $4.93B — up 5.6% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of IGIB and 28 opened new positions — a net loss of 3 holders — while 106 trimmed existing stakes and 158 added.

The largest buyer was Park Avenue Securities, opening a new position worth an estimated $88.4M. The largest seller was UBS Group, cutting an estimated $204M.

  • 339 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2017, down from 348 in Q1 2017.
  • Funds reported $4.93B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2017, up 5.6% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2017 and 31 closed out, a net change of -3 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2017 was Park Avenue Securities, an estimated $88.4M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2017 was UBS Group, an estimated $204M sold.

Based on aggregated 13F filings for Q2 2017.