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iShares 5-10 Year Investment Grade Corporate Bond ETF

386 hedge funds and large institutions have $4.98B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 395386 (-9)

8% less funds holding in top 10

Funds holding in top 10: 4037 (-3)

10% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 146

13% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 45

13.79% less ownership

Funds ownership: 157.77%143.98% (-14%)

15% less capital invested

Capital invested by funds: $5.83B → $4.98B (-$853M)

Holders
386
Holders Change
-9
Holders Change %
-2.28%
% of All Funds
8.85%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.85%
New
39
Increased
131
Reduced
146
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
276
Farmers & Merchants Investments Inc
Nebraska
$337K -$940K -17,448 -73%
PFGIA
277
Patriot Financial Group Insurance Agency
Massachusetts
$334K +$74.2K +1,378 +28%
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$326K -$79.3K -1,472 -19%
BHB
279
Bank Hapoalim BM
Israel
$313K
AR
280
Advisory Research
Illinois
$308K -$448K -8,320 -59%
NFG
281
Nations Financial Group
Iowa
$307K -$29K -538 -9%
DF
282
Donoghue Forlines
Massachusetts
$305K +$34.6K +642 +13%
PG
283
Patten Group
Tennessee
$303K -$26.9K -500 -8%
OFG
284
OmniStar Financial Group
North Carolina
$303K +$4.53K +84 +2%
SWP
285
Stratos Wealth Partners
Ohio
$295K +$53.4K +992 +22%
IA
286
IFG Advisory
Georgia
$293K -$19.8K -368 -6%
SBL
287
Sargent Bickham Lagudis
Colorado
$293K -$8.73K -162 -3%
SEI Investments
288
SEI Investments
Pennsylvania
$288K +$106K +1,960 +57%
OC
289
Oppenheimer & Co
New York
$287K -$43.8K -814 -13%
NFG
290
Next Financial Group
Texas
$272K +$273K +5,066 New
PGA
291
Premia Global Advisors
Florida
$268K -$286K -5,318 -51%
FM
292
Foster & Motley
Ohio
$267K +$24K +446 +10%
FIAS
293
FinTrust Investment Advisory Services
South Carolina
$262K -$89.3K -1,658 -25%
NCM
294
Novare Capital Management
North Carolina
$262K +$16.2K +300 +7%
LG
295
LaFleur & Godfrey
Michigan
$255K
CAG
296
Csenge Advisory Group
Florida
$255K +$23.1K +428 +10%
HPC
297
Hobart Private Capital
North Carolina
$247K +$248K +4,604 New
NGA
298
Naples Global Advisors
Florida
$241K -$24.2K -450 -9%
PR
299
Payden & Rygel
California
$241K
SSWM
300
Sheets Smith Wealth Management
North Carolina
$236K

IGIB Hedge Fund Activity: Q1 2018 in Review

386 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2018, worth a combined $4.98B — down 15% from $5.83B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of IGIB and 39 opened new positions — a net loss of 6 holders — while 146 trimmed existing stakes and 131 added.

The largest buyer was Allianz Investment Management US, adding an estimated $58.8M. The largest seller was Envestnet Asset Management, cutting an estimated $204M.

  • 386 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2018, down from 395 in Q4 2017.
  • Funds reported $4.98B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2018, down 15% quarter-over-quarter.
  • 39 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2018 and 45 closed out, a net change of -6 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2018 was Allianz Investment Management US, an estimated $58.8M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2018.