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iShares 5-10 Year Investment Grade Corporate Bond ETF

337 hedge funds and large institutions have $5.45B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 143 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $474K | Put options by funds: $242K

40% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 102

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

10.88% more ownership

Funds ownership: 141.97%152.85% (+11%)

11% more capital invested

Capital invested by funds: $4.93B → $5.45B (+$519M)

1% less funds holding

Funds holding: 339337 (-2)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
337
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
8.4%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.92%
New
26
Increased
143
Reduced
102
Closed
23
Calls
$474K
Puts
$242K
Net Calls
+$232K
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
251
Patten Group
Tennessee
$330K +$551 +10 +0.2%
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$327K -$93.3K -1,694 -22%
CG
253
Colony Group
Massachusetts
$323K +$8.92K +162 +3%
PFPT
254
Pinnacle Financial Partners (Tennessee)
Tennessee
$313K
BFG
255
Beacon Financial Group
Texas
$313K +$16.6K +302 +6%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$313K +$62.5K +1,136 +25%
CB
257
Commerce Bank
Missouri
$292K
TFA
258
Transamerica Financial Advisors
Florida
$282K -$64.4K -1,170 -19%
NGA
259
Naples Global Advisors
Florida
$273K +$10.5K +190 +4%
BFA
260
Beaumont Financial Advisors
Massachusetts
$267K -$51K -926 -16%
LG
261
LaFleur & Godfrey
Michigan
$262K +$262K +4,750 New
FM
262
Foster & Motley
Ohio
$258K
ClearBridge Investments
263
ClearBridge Investments
New York
$257K -$661 -12 -0.3%
SWP
264
Stratos Wealth Partners
Ohio
$256K -$338K -6,136 -57%
EGA
265
Eagle Global Advisors
Texas
$256K
NCM
266
Novare Capital Management
North Carolina
$252K
TSS
267
Two Sigma Securities
New York
$249K +$249K +4,516 New
PR
268
Payden & Rygel
California
$247K
CAM
269
Caprin Asset Management
Virginia
$247K +$5.4K +98 +2%
LFAS
270
Level Four Advisory Services
Texas
$245K -$32.7K -594 -12%
SSWM
271
Sheets Smith Wealth Management
North Carolina
$242K
WF
272
Welch & Forbes
Massachusetts
$242K
I
273
IberiaBank
Louisiana
$236K -$73.3K -1,332 -24%
Invesco
274
Invesco
Georgia
$231K -$937K -17,018 -80%
GRP
275
Global Retirement Partners
California
$225K +$104K +1,892 +86%

IGIB Hedge Fund Activity: Q3 2017 in Review

337 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 Q3 2017, worth a combined $5.45B — up 11% from $4.93B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IGIB positions and 23 closed out — a net gain of 3 holders — while 143 added to existing stakes and 102 trimmed.

The largest buyer was UBS Group, adding an estimated $258M. The largest seller was Park Avenue Securities, exiting entirely with an estimated $87.9M sold.

  • 337 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2017, down from 339 in Q2 2017.
  • Funds reported $5.45B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2017, up 11% quarter-over-quarter.
  • 26 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2017 and 23 closed out, a net change of +3 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2017 was UBS Group, an estimated $258M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2017 was Park Avenue Securities, an estimated $87.9M sold.

Based on aggregated 13F filings for Q3 2017.