We are live on ! Find out more
IGIB icon

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
TFA
326
Transamerica Financial Advisors
Florida
$71K -$105K -1,942 -60%
CFN
327
Cordasco Financial Network
Florida
$69K
AF
328
Advisornet Financial
Minnesota
$63K +$62.7K +1,164 +19,400%
MPPLM
329
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$61K +$4.74K +88 +8%
FGC
330
Financial Gravity Companies
Texas
$56K +$7.33K +136 +15%
FGAM
331
Financial Gravity Asset Management
Texas
$56K +$56.5K +1,048 New
MSA
332
Marino Stram & Associates
Massachusetts
$55K +$215 +4 +0.4%
BWA
333
BDO Wealth Advisors
Florida
$54K -$12.9K -240 -19%
IBOK
334
Independence Bank of Kentucky
Kentucky
$53K
SWA
335
Sutton Wealth Advisors
Florida
$52K +$52.3K +970 New
BWA
336
Burt Wealth Advisors
Maryland
$52K
AWM
337
AllSquare Wealth Management
New York
$50K
UBS AM
338
UBS AM
Illinois
$47.5K -$34.5K -640 -42%
GI
339
Gradient Investments
Minnesota
$43K +$43.2K +802 New
MRCM
340
M&R Capital Management
New Jersey
$42K
CCA
341
Clearwater Capital Advisors
Illinois
$40K +$40.2K +746 New
WAM
342
Wealthspire Advisors (Maryland)
Maryland
$38K -$26.9K -500 -42%
PA
343
Parallel Advisors
California
$38K
BFEC
344
Benjamin F. Edwards & Company
Missouri
$36K -$2.01M -37,382 -98%
VFA
345
Valeo Financial Advisors
Indiana
$34K
SMA
346
Simply Money Advisors
Ohio
$33K -$74.8M -1,388,564 -100%
JAM
347
JCIC Asset Management
Ontario, Canada
$33K +$33.4K +620 New
WPA
348
West Paces Advisors
Georgia
$31.3K
ML
349
McAdam LLC
Pennsylvania
$28K +$27.9K +518 New
AF
350
Allworth Financial
California
$26K

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.