iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
256 hedge funds and large institutions have $5.43B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 108 increasing their positions, 75 reducing their positions, and 20 closing their positions.
130% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 20
71% more call options, than puts
Call options by funds: $1.34M | Put options by funds: $787K
44% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 75
17% more capital invested
Capital invested by funds: $4.62B → $5.43B (+$803M)
9% more funds holding
Funds holding: 235 → 256 (+21)
1.08% more ownership
Funds ownership: 137.41% → 138.48% (+1.1%)
4% less funds holding in top 10
Funds holding in top 10: 23 → 22 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$60.8M |
| 2 |
Barclays
London,
United Kingdom
|
+$38.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$36.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$27M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$22.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$524M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$169M |
| 3 |
SG Americas Securities
New York
|
-$30.9M |
| 4 |
EB
Eastern Bank
Boston,
Massachusetts
|
-$22.8M |
| 5 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$19.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
Parallax Volatility Advisers
San Francisco,
California
| – | +$110 | +2 | New |
|
277
SEI Investments
Oaks,
Pennsylvania
| – | +$219 | +4 | New |
|
IGIB Hedge Fund Activity: Q4 2014 in Review
256 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2014, worth a combined $5.43B — up 17% from $4.62B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new IGIB positions and 20 closed out — a net gain of 26 holders — while 108 added to existing stakes and 75 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $60.8M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $524M sold.
- 256 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2014, up from 235 in Q3 2014.
- Funds reported $5.43B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2014, up 17% quarter-over-quarter.
- 46 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2014 and 20 closed out, a net change of +26 holders.
- The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2014 was Thrivent Financial for Lutherans, an estimated $60.8M added.
- The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2014 was Americafirst Capital Management, an estimated $524M sold.
Based on aggregated 13F filings for Q4 2014.