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iShares 5-10 Year Investment Grade Corporate Bond ETF

395 hedge funds and large institutions have $5.83B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 143 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 22

31% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 109

28% more call options, than puts

Call options by funds: $459K | Put options by funds: $360K

17% more funds holding

Funds holding: 337395 (+58)

8% more funds holding in top 10

Funds holding in top 10: 3740 (+3)

7% more capital invested

Capital invested by funds: $5.45B → $5.83B (+$376M)

4.92% more ownership

Funds ownership: 152.85%157.77% (+4.9%)

Holders
395
Holders Change
+58
Holders Change %
+17.21%
% of All Funds
8.96%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.91%
New
81
Increased
143
Reduced
109
Closed
22
Calls
$459K
Puts
$360K
Net Calls
+$99K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$464K +$266K +4,856 +133%
SFP
252
Shepherd Financial Partners
Massachusetts
$458K -$404K -7,378 -47%
EAM
253
Evanson Asset Management
California
$458K
PFPT
254
Pinnacle Financial Partners (Tennessee)
Tennessee
$454K +$144K +2,636 +46%
CA
255
Cetera Advisors
Colorado
$450K -$45.8K -836 -9%
WP
256
WealthSource Partners
California
$440K -$5.92K -108 -1%
AT
257
Arden Trust
Delaware
$435K -$34.6K -632 -7%
VCA
258
Verdence Capital Advisors
Maryland
$427K +$429K +7,826 New
ERIM
259
Eagle Ridge Investment Management
Connecticut
$415K
GLA
260
Good Life Advisors
Pennsylvania
$415K +$9.43K +172 +2%
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$413K -$3.84K -70 -0.9%
DJSG
262
D.J. St. Germain
Massachusetts
$412K -$231K -4,216 -36%
CG
263
Colony Group
Massachusetts
$409K +$89.5K +1,634 +28%
BFM
264
Boston Financial Management
Massachusetts
$404K
ATC
265
Argent Trust Co
Tennessee
$395K +$4.28K +78 +1%
FPCP
266
Fort Point Capital Partners
California
$393K -$60.6K -1,106 -13%
TWM
267
Torch Wealth Management
Ohio
$393K -$35.6K -650 -8%
SPIA
268
Steward Partners Investment Advisory
New York
$389K -$4.82K -88 -1%
SI
269
Shaker Investments
Ohio
$377K
FTS
270
Fifth Third Securities
Ohio
$374K +$152K +2,774 +68%
BB
271
Bell Bank
North Dakota
$369K +$370K +6,758 New
BKA
272
Brick & Kyle Associates
Pennsylvania
$360K
CWM
273
CMH Wealth Management
New Hampshire
$359K +$360K +6,576 New
FIAS
274
FinTrust Investment Advisory Services
South Carolina
$358K -$25.2K -460 -7%
OMC
275
Old Mission Capital
Illinois
$355K +$356K +6,496 New

IGIB Hedge Fund Activity: Q4 2017 in Review

395 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2017, worth a combined $5.83B — up 6.9% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IGIB positions and 22 closed out — a net gain of 59 holders — while 143 added to existing stakes and 109 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $85.2M. The largest seller was AssetMark Inc, cutting an estimated $37.9M.

  • 395 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2017, up from 337 in Q3 2017.
  • Funds reported $5.83B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2017, up 6.9% quarter-over-quarter.
  • 81 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2017 and 22 closed out, a net change of +59 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2017 was Envestnet Asset Management, an estimated $85.2M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2017 was AssetMark Inc, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2017.