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iShares 5-10 Year Investment Grade Corporate Bond ETF

395 hedge funds and large institutions have $5.83B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 143 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 22

31% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 109

28% more call options, than puts

Call options by funds: $459K | Put options by funds: $360K

17% more funds holding

Funds holding: 337395 (+58)

8% more funds holding in top 10

Funds holding in top 10: 3740 (+3)

7% more capital invested

Capital invested by funds: $5.45B → $5.83B (+$376M)

4.92% more ownership

Funds ownership: 152.85%157.77% (+4.9%)

Holders
395
Holders Change
+58
Holders Change %
+17.21%
% of All Funds
8.96%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.91%
New
81
Increased
143
Reduced
109
Closed
22
Calls
$459K
Puts
$360K
Net Calls
+$99K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
276
Eagle Global Advisors
Texas
$354K +$101K +1,840 +40%
RCAG
277
Rehmann Capital Advisory Group
Michigan
$349K +$219 +4 +0.1%
EDRH
278
Edmond de Rothschild Holding
Switzerland
$348K
KA
279
Kovack Advisors
Florida
$344K +$6.91K +126 +2%
NFG
280
Nations Financial Group
Iowa
$342K -$4.17K -76 -1%
V
281
Veritable
Delaware
$337K
OC
282
Oppenheimer & Co
New York
$336K -$219 -4 -0.1%
PG
283
Patten Group
Tennessee
$336K +$8.77K +160 +3%
IA
284
IFG Advisory
Georgia
$318K +$320K +5,832 New
BFG
285
Beacon Financial Group
Texas
$315K +$5.26K +96 +2%
SBL
286
Sargent Bickham Lagudis
Colorado
$307K +$182K +3,324 +145%
OFG
287
OmniStar Financial Group
North Carolina
$305K +$306K +5,582 New
GRP
288
Global Retirement Partners
California
$289K +$66.8K +1,218 +30%
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$285K -$38.8K -708 -12%
DAS
290
Dynamic Advisor Solutions
Arizona
$278K +$279K +5,094 New
MWAC
291
Mariner Wealth Advisors (Cincinnati)
Ohio
$276K +$277K +5,050 New
DF
292
Donoghue Forlines
Massachusetts
$275K +$276K +5,044 New
NGA
293
Naples Global Advisors
Florida
$270K
I
294
IberiaBank
Louisiana
$267K +$33.5K +612 +14%
PFGIA
295
Patriot Financial Group Insurance Agency
Massachusetts
$266K +$165K +3,016 +163%
BFA
296
Beaumont Financial Advisors
Massachusetts
$261K -$3.51K -64 -1%
LA
297
LexAurum Advisors
Kansas
$261K +$263K +4,796 New
LG
298
LaFleur & Godfrey
Michigan
$260K
CFB
299
Cullen/Frost Bankers
Texas
$256K +$257K +4,692 New
ClearBridge Investments
300
ClearBridge Investments
New York
$254K -$1.1K -20 -0.4%

IGIB Hedge Fund Activity: Q4 2017 in Review

395 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2017, worth a combined $5.83B — up 6.9% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IGIB positions and 22 closed out — a net gain of 59 holders — while 143 added to existing stakes and 109 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $85.2M. The largest seller was AssetMark Inc, cutting an estimated $37.9M.

  • 395 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2017, up from 337 in Q3 2017.
  • Funds reported $5.83B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2017, up 6.9% quarter-over-quarter.
  • 81 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2017 and 22 closed out, a net change of +59 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2017 was Envestnet Asset Management, an estimated $85.2M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2017 was AssetMark Inc, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2017.