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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

381 hedge funds and large institutions have $4.16B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 92 increasing their positions, 164 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 35

9% more funds holding

Funds holding: 349 → 381 (+32)

7% more funds holding in top 10

Funds holding in top 10: 28 → 30 (+2)

3.44% more ownership

Funds ownership: 78.96% → 82.4% (+3.4%)

23% less capital invested

Capital invested by funds: $5.37B → $4.16B (-$1.22B)

44% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 164

Holders
381
Holders Change
+32
Holders Change %
+9.17%
% of All Funds
8.49%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.67%
New
69
Increased
92
Reduced
164
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$101M
2
AC
Allstate Corporation
Illinois
+$28.7M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$24.8M
4
AG
Advisor Group
Arizona
+$24.1M
5
AssetMark Inc
AssetMark Inc
California
+$22.1M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$132M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$43.2M
3
Morgan Stanley
Morgan Stanley
New York
-$42.8M
4
CPO
Cerity Partners OCIO
New York
-$35.8M
5
DSN
D. Scott Neal
Kentucky
-$24.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
251
Shaker Investments
Ohio
$362K – – –
JLBC
252
J.L. Bainbridge & Co
Florida
$361K – – –
BRWA
253
B. Riley Wealth Advisors
Florida
$356K +$354K +6,773 New
TWM
254
Torch Wealth Management
Ohio
$351K -$10.5K -200 -3%
JIC
255
Johnson Investment Counsel
Ohio
$350K +$349K +6,678 New
HPC
256
Hobart Private Capital
North Carolina
$343K -$38.3K -733 -10%
GRP
257
Global Retirement Partners
California
$339K +$32.7K +626 +11%
GLA
258
Good Life Advisors
Pennsylvania
$337K -$51.6K -987 -13%
CWM
259
Chesapeake Wealth Management
Virginia
$335K +$335K +6,396 New
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$334K -$1.31K -25 -0.4%
V
261
Veritable
Delaware
$331K – – –
AA
262
Alesco Advisors
New York
$320K – – –
OAM
263
Oxford Asset Management
United Kingdom
$309K +$109K +2,092 +55%
AT
264
Arden Trust
Delaware
$306K -$61.5K -1,176 -17%
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$306K +$79.9K +1,528 +35%
FHB
266
First Hawaiian Bank
Hawaii
$304K – – –
SG
267
StoneX Group
New York
$304K +$20.2K +387 +7%
CFG
268
Cooper Financial Group
California
$303K +$303K +5,787 New
AR
269
Advisory Research
Illinois
$301K – – –
WF
270
Welch & Forbes
Massachusetts
$300K +$69.6K +1,330 +30%
LFAS
271
Level Four Advisory Services
Texas
$286K +$56.5K +1,081 +25%
NFG
272
Nations Financial Group
Iowa
$285K -$5.96K -114 -2%
ClearBridge Investments
273
ClearBridge Investments
New York
$284K -$2.83K -54 -1%
AWM
274
Altium Wealth Management
New York
$272K -$198K -3,788 -42%
GIA
275
Gladstone Institutional Advisory
Florida
$271K +$270K +5,162 New
9 10
11
12 13

IGIB Hedge Fund Activity: Q4 2018 in Review

381 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2018, worth a combined $4.16B — down 23% from $5.37B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new IGIB positions and 35 closed out — a net gain of 34 holders — while 92 added to existing stakes and 164 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $101M. The largest seller was Cornerstone Wealth Management, cutting an estimated $132M.

  • 381 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2018, up from 349 in Q3 2018.
  • Funds reported $4.16B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2018, down 23% quarter-over-quarter.
  • 69 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2018 and 35 closed out, a net change of +34 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $101M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2018.