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iShares 5-10 Year Investment Grade Corporate Bond ETF

339 hedge funds and large institutions have $4.93B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 158 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

77,487% more call options, than puts

Call options by funds: $213M | Put options by funds: $275K

49% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 106

12% more funds holding in top 10

Funds holding in top 10: 3438 (+4)

6% more capital invested

Capital invested by funds: $4.67B → $4.93B (+$264M)

10% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 31

1.25% less ownership

Funds ownership: 143.22%141.97% (-1.2%)

3% less funds holding

Funds holding: 348339 (-9)

Holders
339
Holders Change
-9
Holders Change %
-2.59%
% of All Funds
8.45%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.95%
New
28
Increased
158
Reduced
106
Closed
31
Calls
$213M
Puts
$275K
Net Calls
+$213M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Change in
Stake
PR
276
Payden & Rygel
California
$246K
SSWM
277
Sheets Smith Wealth Management
North Carolina
$242K
WF
278
Welch & Forbes
Massachusetts
$242K
CAM
279
Caprin Asset Management
Virginia
$241K -$15K -274 -6%
CSA
280
Cottage Street Advisors
Massachusetts
$220K
Lazard Asset Management
281
Lazard Asset Management
New York
$214K
CFB
282
Cullen/Frost Bankers
Texas
$207K +$207K +3,770 New
DIA
283
Davidson Investment Advisors
Montana
$198K -$241K -4,398 -55%
LCM
284
Liberty Capital Management
Michigan
$198K
MIFH
285
Migdal Insurance & Financial Holdings
Israel
$184K
NEAM
286
New England Asset Management
Connecticut
$181K
FMII
287
Farmers & Merchants Investments Inc
Nebraska
$177K -$15K -274 -8%
TFO
288
Tarbox Family Office
California
$174K +$1.1K +20 +0.6%
AIM
289
Arcadia Investment Management
Michigan
$144K +$144K +2,620 New
RFA
290
Reilly Financial Advisors
California
$143K -$18.1K -330 -11%
IFB
291
iAB Financial Bank
Indiana
$138K +$138K +2,520 New
SBL
292
Sargent Bickham Lagudis
Colorado
$126K -$16.4K -300 -12%
GRP
293
Global Retirement Partners
California
$120K +$658 +12 +0.6%
CB
294
Community Bank
New York
$118K
WAM
295
Wealthspire Advisors (Maryland)
Maryland
$118K +$107K +1,954 +977%
JCM
296
Jacobi Capital Management
Pennsylvania
$112K
HDIM
297
Hanson & Doremus Investment Management
Vermont
$101K
LM
298
Legg Mason
Maryland
$91K +$15.9K +290 +21%
SIAP
299
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$88K
PA
300
Parallel Advisors
California
$84K +$72.9K +1,330 +665%

IGIB Hedge Fund Activity: Q2 2017 in Review

339 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2017, worth a combined $4.93B — up 5.6% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of IGIB and 28 opened new positions — a net loss of 3 holders — while 106 trimmed existing stakes and 158 added.

The largest buyer was Park Avenue Securities, opening a new position worth an estimated $88.4M. The largest seller was UBS Group, cutting an estimated $204M.

  • 339 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2017, down from 348 in Q1 2017.
  • Funds reported $4.93B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2017, up 5.6% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2017 and 31 closed out, a net change of -3 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2017 was Park Avenue Securities, an estimated $88.4M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2017 was UBS Group, an estimated $204M sold.

Based on aggregated 13F filings for Q2 2017.