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iShares 5-10 Year Investment Grade Corporate Bond ETF

386 hedge funds and large institutions have $4.98B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 395386 (-9)

8% less funds holding in top 10

Funds holding in top 10: 4037 (-3)

10% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 146

13% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 45

13.79% less ownership

Funds ownership: 157.77%143.98% (-14%)

15% less capital invested

Capital invested by funds: $5.83B → $4.98B (-$853M)

Holders
386
Holders Change
-9
Holders Change %
-2.28%
% of All Funds
8.85%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.85%
New
39
Increased
131
Reduced
146
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WF
301
Welch & Forbes
Massachusetts
$236K
CWM
302
Chesapeake Wealth Management
Virginia
$222K +$224K +4,150 New
CSA
303
Cottage Street Advisors
Massachusetts
$214K
IWM
304
IHT Wealth Management
Illinois
$203K +$7.11K +132 +4%
LFAS
305
Level Four Advisory Services
Texas
$203K +$204K +3,792 New
RFC
306
Regions Financial Corp
Alabama
$195K +$54.4K +1,010 +38%
OIA
307
Optimum Investment Advisors
Illinois
$180K +$180K +3,350 New
NEAM
308
New England Asset Management
Connecticut
$177K
Rockefeller Capital Management
309
Rockefeller Capital Management
New York
$175K +$176K +3,264 New
AWM
310
Avior Wealth Management
Nebraska
$158K +$14.5K +270 +10%
SWM
311
SeaCrest Wealth Management
New York
$155K
WWMSC
312
Wagner Wealth Management (South Carolina)
South Carolina
$150K -$7.54K -140 -5%
RFA
313
Reilly Financial Advisors
California
$139K
SIS
314
Sound Income Strategies
Florida
$118K +$116K +2,146 +4,127%
CB
315
Community Bank
New York
$115K
JCM
316
Jacobi Capital Management
Pennsylvania
$110K
WF
317
WealthTrust Fairport
Ohio
$109K +$109K +2,024 New
CCM
318
Covington Capital Management
California
$106K
HDIM
319
Hanson & Doremus Investment Management
Vermont
$99K
FCAG
320
First Capital Advisors Group
New Jersey
$99K +$99.4K +1,846 New
SIAP
321
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$86K
GCM
322
Gables Capital Management
Florida
$86K +$86K +1,596 New
AIM
323
Anchor Investment Management
South Carolina
$82.9K
FWM
324
Focused Wealth Management
New York
$82K +$215 +4 +0.3%
CPIG
325
Chicago Partners Investment Group
Illinois
$75K +$75.3K +1,398 New

IGIB Hedge Fund Activity: Q1 2018 in Review

386 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2018, worth a combined $4.98B — down 15% from $5.83B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of IGIB and 39 opened new positions — a net loss of 6 holders — while 146 trimmed existing stakes and 131 added.

The largest buyer was Allianz Investment Management US, adding an estimated $58.8M. The largest seller was Envestnet Asset Management, cutting an estimated $204M.

  • 386 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2018, down from 395 in Q4 2017.
  • Funds reported $4.98B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2018, down 15% quarter-over-quarter.
  • 39 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2018 and 45 closed out, a net change of -6 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2018 was Allianz Investment Management US, an estimated $58.8M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2018.