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iShares 5-10 Year Investment Grade Corporate Bond ETF

428 hedge funds and large institutions have $7.09B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 185 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

70,021% more call options, than puts

Call options by funds: $215M | Put options by funds: $307K

65% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 112

64% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 33

36% more capital invested

Capital invested by funds: $5.21B → $7.09B (+$1.88B)

9.24% more ownership

Funds ownership: 81.87%91.11% (+9.2%)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

5% more funds holding

Funds holding: 409428 (+19)

Holders
428
Holders Change
+19
Holders Change %
+4.65%
% of All Funds
9.39%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.77%
New
54
Increased
185
Reduced
112
Closed
33
Calls
$215M
Puts
$307K
Net Calls
+$215M
Net Calls Change
+$215M
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
251
Brighton Jones LLC
Washington
$680K +$49.9K +868 +8%
FCA
252
FinTrust Capital Advisors
South Carolina
$671K -$3.73K -65 -0.6%
RFO
253
RiverGlades Family Offices
Florida
$666K -$9.08K -158 -1%
PCS
254
Personal CFO Solutions
New Jersey
$664K +$659K +11,462 New
KA
255
Kovack Advisors
Florida
$661K +$116K +2,020 +22%
SCG
256
Sonata Capital Group
Washington
$643K
AWM
257
Alterna Wealth Management
Texas
$640K -$4.02K -70 -0.6%
I
258
INVST
Indiana
$640K +$635K +11,059 New
FHA
259
First Horizon Advisors
Tennessee
$616K -$22.9K -398 -4%
NAM
260
NTV Asset Management
West Virginia
$611K +$221K +3,850 +57%
BNP Paribas Financial Markets
261
BNP Paribas Financial Markets
France
$611K
AFP
262
Ausdal Financial Partners
Iowa
$586K +$344K +5,993 +145%
NA
263
Nottingham Advisors
New York
$579K
EWM
264
Empirical Wealth Management
Washington
$577K
BCA
265
Bray Capital Advisors
Florida
$550K +$142K +2,470 +35%
Fisher Asset Management
266
Fisher Asset Management
Washington
$544K +$81.4K +1,416 +18%
IWS
267
Insight Wealth Strategies
California
$533K +$222K +3,862 +72%
MIFH
268
Migdal Insurance & Financial Holdings
Israel
$527K +$60K +1,045 +13%
LG
269
LaFleur & Godfrey
Michigan
$495K -$215K -3,750 -30%
SSB
270
Sandy Spring Bank
Maryland
$492K
MG
271
Mather Group
Illinois
$480K +$477K +8,293 New
FFS
272
Founders Financial Securities
Maryland
$475K +$471K +8,193 New
TC
273
Trilogy Capital
California
$461K +$1.61K +28 +0.4%
VAS
274
Vestmark Advisory Solutions
Massachusetts
$460K -$253K -4,395 -36%
DIA
275
Dana Investment Advisors
Wisconsin
$454K +$39.6K +690 +10%

IGIB Hedge Fund Activity: Q3 2019 in Review

428 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2019, worth a combined $7.09B — up 36% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IGIB positions and 33 closed out — a net gain of 21 holders — while 185 added to existing stakes and 112 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $940M. The largest seller was Liberty Mutual Group Asset Management, exiting entirely with an estimated $75.2M sold.

  • 428 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2019, up from 409 in Q2 2019.
  • Funds reported $7.09B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2019, up 36% quarter-over-quarter.
  • 54 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2019 and 33 closed out, a net change of +21 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2019 was Prudential plc, an estimated $940M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2019 was Liberty Mutual Group Asset Management, an estimated $75.2M sold.

Based on aggregated 13F filings for Q3 2019.