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iShares 5-10 Year Investment Grade Corporate Bond ETF

339 hedge funds and large institutions have $4.93B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 158 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

77,487% more call options, than puts

Call options by funds: $213M | Put options by funds: $275K

49% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 106

12% more funds holding in top 10

Funds holding in top 10: 3438 (+4)

6% more capital invested

Capital invested by funds: $4.67B → $4.93B (+$264M)

10% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 31

1.25% less ownership

Funds ownership: 143.22%141.97% (-1.2%)

3% less funds holding

Funds holding: 348339 (-9)

Holders
339
Holders Change
-9
Holders Change %
-2.59%
% of All Funds
8.45%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.95%
New
28
Increased
158
Reduced
106
Closed
31
Calls
$213M
Puts
$275K
Net Calls
+$213M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
301
Focused Wealth Management
New York
$83K +$329 +6 +0.4%
BFEC
302
Benjamin F. Edwards & Company
Missouri
$80K +$19.6K +358 +32%
SEI Investments
303
SEI Investments
Pennsylvania
$79K +$5.59K +102 +8%
NIC
304
Northwest Investment Counselors
Oregon
$75K +$74.6K +1,360 New
CFN
305
Cordasco Financial Network
Florida
$70K -$14.3K -260 -17%
AIM
306
Anchor Investment Management
South Carolina
$68.4K
NSB
307
Norway Savings Bank
Maine
$55K +$54.6K +996 New
BWA
308
Burt Wealth Advisors
Maryland
$53K
SFG
309
SevenBridge Financial Group
Pennsylvania
$45K
VWA
310
V Wealth Advisors
Kansas
$45K +$45.1K +822 New
PFGIA
311
Patriot Financial Group Insurance Agency
Massachusetts
$38K +$9.87K +180 +34%
AF
312
Allworth Financial
California
$36K -$4.28K -78 -11%
WPA
313
West Paces Advisors
Georgia
$32.1K
PFO
314
Pathstone Family Office
New Jersey
$31K
UBS AM
315
UBS AM
Illinois
$27.2K -$20.3K -370 -43%
HA
316
Harfst & Associates
Wyoming
$27K +$28K +510 New
CCM
317
Cribstone Capital Management
Maine
$25K
NFG
318
Next Financial Group
Texas
$22K
MIM
319
Macroview Investment Management
Maryland
$22K +$22.4K +408 New
CAPTRUST Financial Advisors
320
CAPTRUST Financial Advisors
North Carolina
$20K +$20.2K +368 New
AIA
321
Armor Investment Advisors
North Carolina
$18K
JFA
322
JNBA Financial Advisors
Minnesota
$18K
DOA
323
D'Orazio & Associates
Virginia
$16K
FANJ
324
Financial Architects (New Jersey)
New Jersey
$15K
BWA
325
BDO Wealth Advisors
Florida
$13K +$13.2K +240 New

IGIB Hedge Fund Activity: Q2 2017 in Review

339 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2017, worth a combined $4.93B — up 5.6% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of IGIB and 28 opened new positions — a net loss of 3 holders — while 106 trimmed existing stakes and 158 added.

The largest buyer was Park Avenue Securities, opening a new position worth an estimated $88.4M. The largest seller was UBS Group, cutting an estimated $204M.

  • 339 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2017, down from 348 in Q1 2017.
  • Funds reported $4.93B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2017, up 5.6% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2017 and 31 closed out, a net change of -3 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2017 was Park Avenue Securities, an estimated $88.4M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2017 was UBS Group, an estimated $204M sold.

Based on aggregated 13F filings for Q2 2017.