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iShares 5-10 Year Investment Grade Corporate Bond ETF

366 hedge funds and large institutions have $4.98B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 112 increasing their positions, 156 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.95% more ownership

Funds ownership: 143.98%153.93% (+9.9%)

0% less capital invested

Capital invested by funds: $4.98B → $4.98B (-$2.66M)

5% less funds holding

Funds holding: 386366 (-20)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

28% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 156

32% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 41

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $319K

Holders
366
Holders Change
-20
Holders Change %
-5.18%
% of All Funds
8.38%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.76%
New
28
Increased
112
Reduced
156
Closed
41
Calls
Puts
$319K
Net Calls
-$319K
Net Calls Change
-$319K
Name Holding Trade Value Shares
Change
Change in
Stake
CB
301
Community Bank
New York
$115K
SBL
302
Sargent Bickham Lagudis
Colorado
$113K -$177K -3,324 -61%
PGA
303
Premia Global Advisors
Florida
$113K -$154K -2,890 -57%
JCM
304
Jacobi Capital Management
Pennsylvania
$109K
WF
305
WealthTrust Fairport
Ohio
$108K
CCM
306
Covington Capital Management
California
$105K
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$99K -$236K -4,432 -70%
HDIM
308
Hanson & Doremus Investment Management
Vermont
$98K
GCM
309
Gables Capital Management
Florida
$85K
SIAP
310
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$84K
AIM
311
Anchor Investment Management
South Carolina
$82.1K
FWM
312
Focused Wealth Management
New York
$81K +$213 +4 +0.3%
CPIG
313
Chicago Partners Investment Group
Illinois
$74K
CFN
314
Cordasco Financial Network
Florida
$68K
BHB
315
Bank Hapoalim BM
Israel
$64K
MPPLM
316
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$63K +$2.13K +40 +4%
FGAM
317
Financial Gravity Asset Management
Texas
$62K +$67.5K +1,270 +121%
PO
318
Private Ocean
California
$61K +$60.8K +1,144 New
PFGIA
319
Patriot Financial Group Insurance Agency
Massachusetts
$57K -$274K -5,158 -83%
MSA
320
Marino Stram & Associates
Massachusetts
$55K +$213 +4 +0.4%
BWA
321
BDO Wealth Advisors
Florida
$53K
AF
322
Advisornet Financial
Minnesota
$52K -$10.6K -200 -17%
BWA
323
Burt Wealth Advisors
Maryland
$52K
IBOK
324
Independence Bank of Kentucky
Kentucky
$52K
AWM
325
AllSquare Wealth Management
New York
$49K

IGIB Hedge Fund Activity: Q2 2018 in Review

366 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2018, worth a combined $4.98B — down 0.05% from $4.98B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of IGIB and 28 opened new positions — a net loss of 13 holders — while 156 trimmed existing stakes and 112 added.

The largest buyer was Envestnet Asset Management, adding an estimated $242M. The largest seller was Wells Fargo, cutting an estimated $59.8M.

  • 366 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2018, down from 386 in Q1 2018.
  • Funds reported $4.98B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2018, down 0.05% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2018 and 41 closed out, a net change of -13 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2018 was Envestnet Asset Management, an estimated $242M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2018 was Wells Fargo, an estimated $59.8M sold.

Based on aggregated 13F filings for Q2 2018.