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iShares 5-10 Year Investment Grade Corporate Bond ETF

366 hedge funds and large institutions have $4.98B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 112 increasing their positions, 156 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.95% more ownership

Funds ownership: 143.98%153.93% (+9.9%)

0% less capital invested

Capital invested by funds: $4.98B → $4.98B (-$2.66M)

5% less funds holding

Funds holding: 386366 (-20)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

28% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 156

32% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 41

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $319K

Holders
366
Holders Change
-20
Holders Change %
-5.18%
% of All Funds
8.38%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.76%
New
28
Increased
112
Reduced
156
Closed
41
Calls
Puts
$319K
Net Calls
-$319K
Net Calls Change
-$319K
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
251
ClearBridge Investments
New York
$347K +$4.79K +90 +1%
B
252
Bailard
California
$343K +$343K +6,458 New
CA
253
Cetera Advisors
Colorado
$342K -$92.3K -1,736 -21%
HPC
254
Hobart Private Capital
North Carolina
$340K +$95.4K +1,794 +39%
V
255
Veritable
Delaware
$336K
BKA
256
Brick & Kyle Associates
Pennsylvania
$335K
AR
257
Advisory Research
Illinois
$305K
BFA
258
Bragg Financial Advisors
North Carolina
$303K -$59.5K -1,120 -16%
GLA
259
Good Life Advisors
Pennsylvania
$301K -$105K -1,978 -26%
OFG
260
OmniStar Financial Group
North Carolina
$298K -$2.34K -44 -0.8%
RFC
261
Regions Financial Corp
Alabama
$298K +$105K +1,966 +54%
SG
262
StoneX Group
New York
$298K +$298K +5,602 New
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$295K -$28.1K -528 -9%
DF
264
Donoghue Forlines
Massachusetts
$294K -$7.55K -142 -2%
IA
265
IFG Advisory
Georgia
$286K -$3.93K -74 -1%
SXL
266
Summit X LLC
Missouri
$285K +$285K +5,368 New
NFG
267
Nations Financial Group
Iowa
$280K -$23.8K -448 -8%
DJSG
268
D.J. St. Germain
Massachusetts
$279K -$105K -1,970 -27%
OC
269
Oppenheimer & Co
New York
$275K -$8.61K -162 -3%
FPCP
270
Fort Point Capital Partners
California
$274K -$109K -2,050 -28%
AWM
271
AE Wealth Management
Kansas
$260K -$2.83M -53,186 -92%
EAM
272
Evanson Asset Management
California
$259K -$187K -3,508 -42%
NCM
273
Novare Capital Management
North Carolina
$259K
LFAS
274
Level Four Advisory Services
Texas
$254K +$52.4K +986 +26%
PIA
275
Pinion Investment Advisors
Kansas
$253K +$253K +4,762 New

IGIB Hedge Fund Activity: Q2 2018 in Review

366 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2018, worth a combined $4.98B — down 0.05% from $4.98B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of IGIB and 28 opened new positions — a net loss of 13 holders — while 156 trimmed existing stakes and 112 added.

The largest buyer was Envestnet Asset Management, adding an estimated $242M. The largest seller was Wells Fargo, cutting an estimated $59.8M.

  • 366 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2018, down from 386 in Q1 2018.
  • Funds reported $4.98B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2018, down 0.05% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2018 and 41 closed out, a net change of -13 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2018 was Envestnet Asset Management, an estimated $242M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2018 was Wells Fargo, an estimated $59.8M sold.

Based on aggregated 13F filings for Q2 2018.