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iShares 5-10 Year Investment Grade Corporate Bond ETF

428 hedge funds and large institutions have $7.09B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 185 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

70,021% more call options, than puts

Call options by funds: $215M | Put options by funds: $307K

65% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 112

64% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 33

36% more capital invested

Capital invested by funds: $5.21B → $7.09B (+$1.88B)

9.24% more ownership

Funds ownership: 81.87%91.11% (+9.2%)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

5% more funds holding

Funds holding: 409428 (+19)

Holders
428
Holders Change
+19
Holders Change %
+4.65%
% of All Funds
9.39%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.77%
New
54
Increased
185
Reduced
112
Closed
33
Calls
$215M
Puts
$307K
Net Calls
+$215M
Net Calls Change
+$215M
Name Holding Trade Value Shares
Change
Change in
Stake
3AM
276
3D Asset Management
Connecticut
$444K -$11.1K -193 -2%
WWM
277
Western Wealth Management
Colorado
$432K +$66.6K +1,159 +18%
SI
278
Shaker Investments
Ohio
$425K +$3.1K +54 +0.7%
GRP
279
Global Retirement Partners
California
$420K +$18.2K +317 +5%
CFG
280
Cooper Financial Group
California
$418K +$89.7K +1,561 +28%
VWA
281
V Wealth Advisors
Kansas
$417K +$39.1K +680 +10%
FFBTD
282
First Financial Bank - Trust Division
Ohio
$409K -$22.5K -392 -5%
PFA
283
Pettinga Financial Advisors
Indiana
$401K
HFA
284
High Falls Advisors
New York
$401K +$113K +1,969 +40%
GIC
285
GFI Investment Counsel
Ontario, Canada
$397K
KPW
286
Kore Private Wealth
New York
$395K
DSN
287
D. Scott Neal
Kentucky
$395K +$392K +6,820 New
PSUF
288
People's United Financial
Connecticut
$388K +$385K +6,698 New
GLA
289
Good Life Advisors
Pennsylvania
$381K +$575 +10 +0.2%
AWE
290
Avidian Wealth Enterprises
Texas
$376K +$373K +6,483 New
GIM
291
Goelzer Investment Management
Indiana
$372K +$369K +6,428 New
V
292
Veritable
Delaware
$366K
TWM
293
Torch Wealth Management
Ohio
$361K -$27.3K -475 -7%
HR
294
Hayden Royal
North Carolina
$356K +$353K +6,145 New
AA
295
Alesco Advisors
New York
$353K
Rockefeller Capital Management
296
Rockefeller Capital Management
New York
$353K +$330K +5,744 +1,641%
ClearBridge Investments
297
ClearBridge Investments
New York
$350K -$4.54K -79 -1%
BB
298
Bell Bank
North Dakota
$349K -$49.5K -862 -13%
RFC
299
Regions Financial Corp
Alabama
$348K +$575 +10 +0.2%
Comerica Bank
300
Comerica Bank
Texas
$348K +$115K +1,993 +50%

IGIB Hedge Fund Activity: Q3 2019 in Review

428 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2019, worth a combined $7.09B — up 36% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IGIB positions and 33 closed out — a net gain of 21 holders — while 185 added to existing stakes and 112 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $940M. The largest seller was Liberty Mutual Group Asset Management, exiting entirely with an estimated $75.2M sold.

  • 428 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2019, up from 409 in Q2 2019.
  • Funds reported $7.09B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2019, up 36% quarter-over-quarter.
  • 54 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2019 and 33 closed out, a net change of +21 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2019 was Prudential plc, an estimated $940M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2019 was Liberty Mutual Group Asset Management, an estimated $75.2M sold.

Based on aggregated 13F filings for Q3 2019.