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iShares 5-10 Year Investment Grade Corporate Bond ETF

386 hedge funds and large institutions have $4.98B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 395386 (-9)

8% less funds holding in top 10

Funds holding in top 10: 4037 (-3)

10% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 146

13% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 45

13.79% less ownership

Funds ownership: 157.77%143.98% (-14%)

15% less capital invested

Capital invested by funds: $5.83B → $4.98B (-$853M)

Holders
386
Holders Change
-9
Holders Change %
-2.28%
% of All Funds
8.85%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.85%
New
39
Increased
131
Reduced
146
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
251
Millennium Management
New York
$439K -$3.1M -57,624 -88%
CA
252
Cetera Advisors
Colorado
$439K -$2.15K -40 -0.5%
WP
253
WealthSource Partners
California
$432K
GLA
254
Good Life Advisors
Pennsylvania
$409K -$1.08K -20 -0.3%
ERIM
255
Eagle Ridge Investment Management
Connecticut
$408K
AT
256
Arden Trust
Delaware
$396K -$30.9K -574 -7%
EDRH
257
Edmond de Rothschild Holding
Switzerland
$389K +$47.4K +880 +14%
DJSG
258
D.J. St. Germain
Massachusetts
$388K -$17.2K -320 -4%
FPCP
259
Fort Point Capital Partners
California
$386K
TWM
260
Torch Wealth Management
Ohio
$386K
ATC
261
Argent Trust Co
Tennessee
$372K -$16.9K -314 -4%
SI
262
Shaker Investments
Ohio
$371K
HWP
263
Hefty Wealth Partners
Indiana
$368K +$370K +6,872 New
BFA
264
Bragg Financial Advisors
North Carolina
$366K -$96.4K -1,790 -21%
CWM
265
CMH Wealth Management
New Hampshire
$366K +$14.5K +270 +4%
EAMA
266
EFG Asset Management (Americas)
Florida
$365K -$1.32M -24,538 -78%
SPIA
267
Steward Partners Investment Advisory
New York
$359K -$23.1K -428 -6%
RA
268
RFG Advisory
Alabama
$359K +$360K +6,686 New
BFG
269
Beacon Financial Group
Texas
$349K +$39.4K +732 +13%
KA
270
Kovack Advisors
Florida
$347K +$9.48K +176 +3%
ClearBridge Investments
271
ClearBridge Investments
New York
$346K +$97.1K +1,802 +39%
GRP
272
Global Retirement Partners
California
$343K +$59.5K +1,104 +21%
RCAG
273
Rehmann Capital Advisory Group
Michigan
$339K -$3.88K -72 -1%
V
274
Veritable
Delaware
$339K +$7.54K +140 +2%
BKA
275
Brick & Kyle Associates
Pennsylvania
$338K -$16.2K -300 -5%

IGIB Hedge Fund Activity: Q1 2018 in Review

386 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2018, worth a combined $4.98B — down 15% from $5.83B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of IGIB and 39 opened new positions — a net loss of 6 holders — while 146 trimmed existing stakes and 131 added.

The largest buyer was Allianz Investment Management US, adding an estimated $58.8M. The largest seller was Envestnet Asset Management, cutting an estimated $204M.

  • 386 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2018, down from 395 in Q4 2017.
  • Funds reported $4.98B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2018, down 15% quarter-over-quarter.
  • 39 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2018 and 45 closed out, a net change of -6 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2018 was Allianz Investment Management US, an estimated $58.8M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2018.