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iShares 5-10 Year Investment Grade Corporate Bond ETF

337 hedge funds and large institutions have $5.45B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 143 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $474K | Put options by funds: $242K

40% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 102

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

10.88% more ownership

Funds ownership: 141.97%152.85% (+11%)

11% more capital invested

Capital invested by funds: $4.93B → $5.45B (+$519M)

1% less funds holding

Funds holding: 339337 (-2)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
337
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
8.4%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.92%
New
26
Increased
143
Reduced
102
Closed
23
Calls
$474K
Puts
$242K
Net Calls
+$232K
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Change in
Stake
NIC
301
Northwest Investment Counselors
Oregon
$75K
CFN
302
Cordasco Financial Network
Florida
$71K
AIM
303
Anchor Investment Management
South Carolina
$68.6K
BWA
304
BDO Wealth Advisors
Florida
$68K +$55.1K +1,000 +417%
NSB
305
Norway Savings Bank
Maine
$55K
BWA
306
Burt Wealth Advisors
Maryland
$54K
AWM
307
AllSquare Wealth Management
New York
$51K +$51.1K +928 New
AWMS
308
Advocacy Wealth Management Services
Georgia
$46K -$5.97M -108,452 -99%
SFG
309
SevenBridge Financial Group
Pennsylvania
$45K
MRCM
310
M&R Capital Management
New Jersey
$44K +$44K +800 New
VFA
311
Valeo Financial Advisors
Indiana
$34K +$34.5K +626 New
WPA
312
West Paces Advisors
Georgia
$32.2K
PFO
313
Pathstone Family Office
New Jersey
$31K
UBS AM
314
UBS AM
Illinois
$27.3K
AF
315
Allworth Financial
California
$27K -$8.92K -162 -25%
CCM
316
Cribstone Capital Management
Maine
$25K
MIM
317
Macroview Investment Management
Maryland
$22K
AIA
318
Armor Investment Advisors
North Carolina
$18K
JFA
319
JNBA Financial Advisors
Minnesota
$18K +$110 +2 +0.6%
FPS
320
Fieldpoint Private Securities
Connecticut
$17K +$16.5K +300 New
FANJ
321
Financial Architects (New Jersey)
New Jersey
$16K
TRCT
322
Tower Research Capital (TRC)
New York
$15K +$15.4K +280 New
FDCDDQ
323
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12K
CAPTRUST Financial Advisors
324
CAPTRUST Financial Advisors
North Carolina
$12K -$8.26K -150 -41%
PA
325
Parallel Advisors
California
$11K -$73.2K -1,330 -87%

IGIB Hedge Fund Activity: Q3 2017 in Review

337 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 Q3 2017, worth a combined $5.45B — up 11% from $4.93B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IGIB positions and 23 closed out — a net gain of 3 holders — while 143 added to existing stakes and 102 trimmed.

The largest buyer was UBS Group, adding an estimated $258M. The largest seller was Park Avenue Securities, exiting entirely with an estimated $87.9M sold.

  • 337 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2017, down from 339 in Q2 2017.
  • Funds reported $5.45B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2017, up 11% quarter-over-quarter.
  • 26 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2017 and 23 closed out, a net change of +3 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2017 was UBS Group, an estimated $258M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2017 was Park Avenue Securities, an estimated $87.9M sold.

Based on aggregated 13F filings for Q3 2017.