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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
LNB
326
Ledyard National Bank
$11K
MCIA
327
Mountain Capital Investment Advisors
Colorado
$11K
EWM
328
Endurance Wealth Management
Rhode Island
$10K
SFSIG
329
San Francisco Sentry Investment Group
California
$9K +$8.59K +156 New
CAL
330
Capital Advisors Ltd
Ohio
$8K
TWA
331
TCI Wealth Advisors
Arizona
$8K
CPA
332
Clear Perspective Advisors
Illinois
$7K -$6.72K -122 Closed
YWP
333
YorkBridge Wealth Partners
New York
$7K
HT
334
Heritage Trust
Oklahoma
$6K +$5.51K +100 New
PWPCM
335
Perella Weinberg Partners Capital Management
New York
$5.37K
IWM
336
IHT Wealth Management
Illinois
$5K
CFD
337
Creative Financial Designs
Indiana
$4K
OC
338
Oakworth Capital
Alabama
$4K
PAS
339
Park Avenue Securities
New York
-$87.9M -1,613,066 Closed
Wolverine Trading
340
Wolverine Trading
Illinois
-$5.18M -94,040 Closed
Millennium Management
341
Millennium Management
New York
-$3.53M -64,270 Closed
BCM
342
Bluefin Capital Management
New York
-$2.86M -52,082 Closed
FTIOP
343
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$654K -11,922 Closed
OMC
344
Old Mission Capital
Illinois
-$536K -9,772 Closed
SG
345
StoneX Group
New York
-$463K -8,430 Closed
CIBC World Market
346
CIBC World Market
Ontario, Canada
-$438K -7,978 Closed
JIC
347
Johnson Investment Counsel
Ohio
-$365K -6,656 Closed
RFC
348
Regions Financial Corp
Alabama
-$363K -6,616 Closed
IIA
349
IPG Investment Advisors
California
-$329K -6,000 Closed
Creative Planning
350
Creative Planning
Kansas
-$327K -5,960 Closed

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.