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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
UBS AM
326
UBS AM
Illinois
$47.1K
AF
327
Allworth Financial
California
$42K +$16.1K +302 +62%
PA
328
Parallel Advisors
California
$37K
TRCT
329
Tower Research Capital (TRC)
New York
$37K +$36.8K +692 New
CF
330
Centaurus Financial
California
$36K +$36.5K +686 New
BFEC
331
Benjamin F. Edwards & Company
Missouri
$34K -$1.06K -20 -3%
WPA
332
West Paces Advisors
Georgia
$33.4K +$2.34K +44 +8%
JAM
333
JCIC Asset Management
Ontario, Canada
$33K
ML
334
McAdam LLC
Pennsylvania
$28K
BWM
335
BerganKDV Wealth Management
Minnesota
$25K +$24.8K +466 New
BCA
336
Bay Colony Advisors
Massachusetts
$25K +$25.5K +480 New
CCM
337
Cribstone Capital Management
Maine
$24K
SFG
338
SevenBridge Financial Group
Pennsylvania
$22K
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$20.2K
TFA
340
Toth Financial Advisory
Virginia
$20K
JFA
341
JNBA Financial Advisors
Minnesota
$18K +$106 +2 +0.6%
AIA
342
Armor Investment Advisors
North Carolina
$17K
FPS
343
Fieldpoint Private Securities
Connecticut
$16K
APA
344
American Portfolios Advisors
New York
$14.3K
WAM
345
Wealthspire Advisors (Maryland)
Maryland
$13K -$23.9K -450 -64%
FDCDDQ
346
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.6K
EWM
347
Endurance Wealth Management
Rhode Island
$10K
LNB
348
Ledyard National Bank
$10K
VFA
349
Valeo Financial Advisors
Indiana
$9K -$15.7K -296 -47%
WAP
350
Wealthcare Advisory Partners
Pennsylvania
$8K -$17.7K -332 -70%

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.