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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
FDCDDQ
326
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12K +$12K +218 New
LNB
327
Ledyard National Bank
$11K
MCIA
328
Mountain Capital Investment Advisors
Colorado
$11K +$11K +200 New
WA
329
WFG Advisors
Texas
$11K +$11K +200 New
EWM
330
Endurance Wealth Management
Rhode Island
$10K -$4.93K -90 -33%
CAL
331
Capital Advisors Ltd
Ohio
$8K -$8.22K -150 -52%
TWA
332
TCI Wealth Advisors
Arizona
$8K +$7.67K +140 New
YWP
333
YorkBridge Wealth Partners
New York
$7K +$1.21K +22 +20%
CPA
334
Clear Perspective Advisors
Illinois
$7K +$6.69K +122 New
CFD
335
Creative Financial Designs
Indiana
$4K -$150K -2,730 -97%
PFBT
336
Parkside Financial Bank & Trust
Missouri
$4K -$72.3K -1,318 -95%
OC
337
Oakworth Capital
Alabama
$4K
GI
338
Gradient Investments
Minnesota
$4K +$1.1K +20 +43%
SFPIA
339
Stevens First Principles Investment Advisors
California
$4K +$4.28K +78 New
IWM
340
IHT Wealth Management
Illinois
$40 +$329 +6 +7%
Nisa Investment Advisors
341
Nisa Investment Advisors
Missouri
-$7.8M -143,260 Closed
Citadel Advisors
342
Citadel Advisors
Florida
-$6.74M -123,690 Closed
CCT
343
Country Club Trust
Missouri
-$6.01M -110,280 Closed
QA
344
Quantitative Advantage
Minnesota
-$5.62M -103,076 Closed
Barclays
345
Barclays
United Kingdom
-$4.55M -83,526 Closed
IUHSA
346
Itau Unibanco Holding S.A.
Brazil
-$2.31M -42,476 Closed
ACP
347
Aveo Capital Partners
Colorado
-$1.62M -29,752 Closed
WA
348
WESPAC Advisors
California
-$1.31M -24,006 Closed
BAM
349
Baring Asset Management
United Kingdom
-$1.3M -23,922 Closed
RIA
350
Regal Investment Advisors
Michigan
-$584K -10,720 Closed

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.