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iShares 5-10 Year Investment Grade Corporate Bond ETF

395 hedge funds and large institutions have $5.83B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 143 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 22

31% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 109

28% more call options, than puts

Call options by funds: $459K | Put options by funds: $360K

17% more funds holding

Funds holding: 337395 (+58)

8% more funds holding in top 10

Funds holding in top 10: 3740 (+3)

7% more capital invested

Capital invested by funds: $5.45B → $5.83B (+$376M)

4.92% more ownership

Funds ownership: 152.85%157.77% (+4.9%)

Holders
395
Holders Change
+58
Holders Change %
+17.21%
% of All Funds
8.96%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.91%
New
81
Increased
143
Reduced
109
Closed
22
Calls
$459K
Puts
$360K
Net Calls
+$99K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
301
Novare Capital Management
North Carolina
$250K
FM
302
Foster & Motley
Ohio
$248K -$7.45K -136 -3%
SWP
303
Stratos Wealth Partners
Ohio
$246K -$7.56K -138 -3%
PR
304
Payden & Rygel
California
$246K
RMDI
305
R.M. Davis Inc
Maine
$246K +$247K +4,504 New
SSWM
306
Sheets Smith Wealth Management
North Carolina
$240K
WF
307
Welch & Forbes
Massachusetts
$240K
DCM
308
Dimension Capital Management
Florida
$239K +$239K +4,368 New
CAG
309
Csenge Advisory Group
Florida
$236K +$237K +4,322 New
CAM
310
Caprin Asset Management
Virginia
$226K -$19.2K -350 -8%
CSA
311
Cottage Street Advisors
Massachusetts
$218K
JIC
312
Johnson Investment Counsel
Ohio
$217K +$219K +3,992 New
Mariner
313
Mariner
Kansas
$210K +$211K +3,850 New
TSS
314
Two Sigma Securities
New York
$205K -$42.2K -770 -17%
GCA
315
Gradient Capital Advisors
California
$203K +$204K +3,726 New
IWM
316
IHT Wealth Management
Illinois
$199K +$196K +3,568 +4,055%
SEI Investments
317
SEI Investments
Pennsylvania
$187K +$97.8K +1,784 +109%
LCM
318
Liberty Capital Management
Michigan
$184K -$10.7K -196 -5%
NEAM
319
New England Asset Management
Connecticut
$180K
TFA
320
Transamerica Financial Advisors
Florida
$178K -$101K -1,852 -36%
RFS
321
Rockefeller Financial Services
New York
$178K +$179K +3,264 New
WWMSC
322
Wagner Wealth Management (South Carolina)
South Carolina
$160K +$161K +2,934 New
SWM
323
SeaCrest Wealth Management
New York
$158K +$158K +2,892 New
AWM
324
Avior Wealth Management
Nebraska
$146K +$438 +8 +0.3%
RFC
325
Regions Financial Corp
Alabama
$144K +$144K +2,634 New

IGIB Hedge Fund Activity: Q4 2017 in Review

395 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2017, worth a combined $5.83B — up 6.9% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IGIB positions and 22 closed out — a net gain of 59 holders — while 143 added to existing stakes and 109 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $85.2M. The largest seller was AssetMark Inc, cutting an estimated $37.9M.

  • 395 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2017, up from 337 in Q3 2017.
  • Funds reported $5.83B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2017, up 6.9% quarter-over-quarter.
  • 81 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2017 and 22 closed out, a net change of +59 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2017 was Envestnet Asset Management, an estimated $85.2M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2017 was AssetMark Inc, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2017.