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iShares 5-10 Year Investment Grade Corporate Bond ETF

337 hedge funds and large institutions have $5.45B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 143 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $474K | Put options by funds: $242K

40% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 102

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

10.88% more ownership

Funds ownership: 141.97%152.85% (+11%)

11% more capital invested

Capital invested by funds: $4.93B → $5.45B (+$519M)

1% less funds holding

Funds holding: 339337 (-2)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
337
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
8.4%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.92%
New
26
Increased
143
Reduced
102
Closed
23
Calls
$474K
Puts
$242K
Net Calls
+$232K
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Change in
Stake
FTS
276
Fifth Third Securities
Ohio
$225K +$225K +4,092 New
CSA
277
Cottage Street Advisors
Massachusetts
$220K
Lazard Asset Management
278
Lazard Asset Management
New York
$214K
TCM
279
Telos Capital Management
California
$203K -$1.9M -34,514 -90%
GWM
280
Geneos Wealth Management
Colorado
$201K +$201K +3,658 New
SXL
281
Summit X LLC
Missouri
$200K +$200K +3,638 New
LCM
282
Liberty Capital Management
Michigan
$196K -$2.75K -50 -1%
NEAM
283
New England Asset Management
Connecticut
$182K
TFO
284
Tarbox Family Office
California
$176K +$1.1K +20 +0.6%
AWM
285
Avior Wealth Management
Nebraska
$147K +$147K +2,674 New
AIM
286
Arcadia Investment Management
Michigan
$144K
RFA
287
Reilly Financial Advisors
California
$143K
SBL
288
Sargent Bickham Lagudis
Colorado
$126K
CB
289
Community Bank
New York
$119K
KTC
290
Kistler-Tiffany Companies
Pennsylvania
$119K +$119K +2,160 New
JCM
291
Jacobi Capital Management
Pennsylvania
$113K
WAM
292
Wealthspire Advisors (Maryland)
Maryland
$110K -$8.48K -154 -7%
CCM
293
Covington Capital Management
California
$109K +$108K +1,970 New
LM
294
Legg Mason
Maryland
$106K +$14.8K +268 +16%
HDIM
295
Hanson & Doremus Investment Management
Vermont
$102K
PFGIA
296
Patriot Financial Group Insurance Agency
Massachusetts
$102K +$63K +1,144 +163%
SEI Investments
297
SEI Investments
Pennsylvania
$90K +$11.1K +202 +14%
SIAP
298
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$88K
FMII
299
Farmers & Merchants Investments Inc
Nebraska
$84K -$93.9K -1,706 -53%
FWM
300
Focused Wealth Management
New York
$83K +$220 +4 +0.3%

IGIB Hedge Fund Activity: Q3 2017 in Review

337 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 Q3 2017, worth a combined $5.45B — up 11% from $4.93B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IGIB positions and 23 closed out — a net gain of 3 holders — while 143 added to existing stakes and 102 trimmed.

The largest buyer was UBS Group, adding an estimated $258M. The largest seller was Park Avenue Securities, exiting entirely with an estimated $87.9M sold.

  • 337 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2017, down from 339 in Q2 2017.
  • Funds reported $5.45B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2017, up 11% quarter-over-quarter.
  • 26 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2017 and 23 closed out, a net change of +3 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2017 was UBS Group, an estimated $258M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2017 was Park Avenue Securities, an estimated $87.9M sold.

Based on aggregated 13F filings for Q3 2017.