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iShares 5-10 Year Investment Grade Corporate Bond ETF

366 hedge funds and large institutions have $4.98B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 112 increasing their positions, 156 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.95% more ownership

Funds ownership: 143.98%153.93% (+9.9%)

0% less capital invested

Capital invested by funds: $4.98B → $4.98B (-$2.66M)

5% less funds holding

Funds holding: 386366 (-20)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

28% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 156

32% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 41

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $319K

Holders
366
Holders Change
-20
Holders Change %
-5.18%
% of All Funds
8.38%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.76%
New
28
Increased
112
Reduced
156
Closed
41
Calls
Puts
$319K
Net Calls
-$319K
Net Calls Change
-$319K
Name Holding Trade Value Shares
Change
Change in
Stake
PG
276
Patten Group
Tennessee
$252K -$47.9K -900 -16%
Prudential Financial
277
Prudential Financial
New Jersey
$244K -$23.6M -443,450 -99%
SWP
278
Stratos Wealth Partners
Ohio
$243K -$49K -922 -17%
PR
279
Payden & Rygel
California
$238K
WF
280
Welch & Forbes
Massachusetts
$234K
HIIFS
281
Harel Insurance Investments & Financial Services
Israel
$231K -$2.49M -46,778 -92%
FM
282
Foster & Motley
Ohio
$230K -$34.8K -654 -13%
SPIA
283
Steward Partners Investment Advisory
New York
$227K -$129K -2,428 -36%
WP
284
WealthSource Partners
California
$215K -$213K -4,000 -50%
NGA
285
Naples Global Advisors
Florida
$210K -$28.7K -540 -12%
VCA
286
Verdence Capital Advisors
Maryland
$208K -$305K -5,744 -59%
ACP
287
Aveo Capital Partners
Colorado
$207K -$2.09M -39,288 -91%
SFP
288
Shepherd Financial Partners
Massachusetts
$206K -$254K -4,770 -55%
RCAG
289
Rehmann Capital Advisory Group
Michigan
$188K -$148K -2,776 -44%
OIA
290
Optimum Investment Advisors
Illinois
$178K
NEAM
291
New England Asset Management
Connecticut
$175K
Rockefeller Capital Management
292
Rockefeller Capital Management
New York
$173K
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$173K +$173K +3,258 New
SEI Investments
294
SEI Investments
Pennsylvania
$160K -$126K -2,370 -44%
SIS
295
Sound Income Strategies
Florida
$157K +$40.5K +762 +35%
SWM
296
SeaCrest Wealth Management
New York
$154K
AWM
297
Avior Wealth Management
Nebraska
$150K -$6.59K -124 -4%
WWMSC
298
Wagner Wealth Management (South Carolina)
South Carolina
$141K -$7.34K -138 -5%
RFA
299
Reilly Financial Advisors
California
$138K
QFA
300
Quattro Financial Advisors
Texas
$126K -$1.14M -21,360 -90%

IGIB Hedge Fund Activity: Q2 2018 in Review

366 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2018, worth a combined $4.98B — down 0.05% from $4.98B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of IGIB and 28 opened new positions — a net loss of 13 holders — while 156 trimmed existing stakes and 112 added.

The largest buyer was Envestnet Asset Management, adding an estimated $242M. The largest seller was Wells Fargo, cutting an estimated $59.8M.

  • 366 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2018, down from 386 in Q1 2018.
  • Funds reported $4.98B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2018, down 0.05% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2018 and 41 closed out, a net change of -13 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2018 was Envestnet Asset Management, an estimated $242M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2018 was Wells Fargo, an estimated $59.8M sold.

Based on aggregated 13F filings for Q2 2018.