iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
349 hedge funds and large institutions have $5.37B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 161 reducing their positions, and 44 closing their positions.
8% more capital invested
Capital invested by funds: $4.98B → $5.37B (+$400M)
5% less funds holding
Funds holding: 366 → 349 (-17)
15% less funds holding in top 10
Funds holding in top 10: 33 → 28 (-5)
34% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 44
37% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 161
74.97% less ownership
Funds ownership: 153.93% → 78.96% (-75%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$38M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$18.2M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$16.4M |
| 4 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
+$16.3M |
| 5 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$146M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$139M |
| 3 |
Goldman Sachs
New York
|
-$90.4M |
| 4 |
AssetMark Inc
Concord,
California
|
-$85.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$71.2M |
IGIB Hedge Fund Activity: Q3 2018 in Review
349 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2018, worth a combined $5.37B — up 8% from $4.98B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of IGIB and 29 opened new positions — a net loss of 15 holders — while 161 trimmed existing stakes and 102 added.
The largest buyer was BlackRock, adding an estimated $38M. The largest seller was Wells Fargo, cutting an estimated $146M.
- 349 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2018, down from 366 in Q2 2018.
- Funds reported $5.37B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2018, up 8% quarter-over-quarter.
- 29 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2018 and 44 closed out, a net change of -15 holders.
- The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2018 was BlackRock, an estimated $38M added.
- The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2018 was Wells Fargo, an estimated $146M sold.
Based on aggregated 13F filings for Q3 2018.