iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
253 hedge funds and large institutions have $4.07B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 84 reducing their positions, and 28 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 84
20% more funds holding in top 10
Funds holding in top 10: 25 → 30 (+5)
11% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 28
3.1% more ownership
Funds ownership: 144.28% → 147.37% (+3.1%)
0% more funds holding
Funds holding: 253 → 253 (0)
3% less capital invested
Capital invested by funds: $4.22B → $4.07B (-$146M)
14% less call options, than puts
Call options by funds: $740K | Put options by funds: $860K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIR
James Investment Research
Alpha,
Ohio
|
+$45.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$39.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$37.8M |
| 4 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$27.8M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$25.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$69.4M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$47.3M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$42.8M |
| 4 |
IG
ING Group
Amsterdam,
Netherlands
|
-$32.1M |
| 5 |
AssetMark Inc
Concord,
California
|
-$26.1M |
IGIB Hedge Fund Activity: Q2 2015 in Review
253 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2015, worth a combined $4.07B — down 3.5% from $4.22B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IGIB positions and 28 closed out — a net gain of 3 holders — while 104 added to existing stakes and 84 trimmed.
The largest buyer was James Investment Research, opening a new position worth an estimated $45.4M. The largest seller was Franklin Resources, cutting an estimated $69.4M.
- 253 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2015, unchanged from Q1 2015.
- Funds reported $4.07B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2015, down 3.5% quarter-over-quarter.
- 31 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2015 and 28 closed out, a net change of +3 holders.
- The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2015 was James Investment Research, an estimated $45.4M added.
- The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2015 was Franklin Resources, an estimated $69.4M sold.
Based on aggregated 13F filings for Q2 2015.