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iShares 5-10 Year Investment Grade Corporate Bond ETF

428 hedge funds and large institutions have $7.09B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 185 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

70,021% more call options, than puts

Call options by funds: $215M | Put options by funds: $307K

65% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 112

64% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 33

36% more capital invested

Capital invested by funds: $5.21B → $7.09B (+$1.88B)

9.24% more ownership

Funds ownership: 81.87%91.11% (+9.2%)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

5% more funds holding

Funds holding: 409428 (+19)

Holders
428
Holders Change
+19
Holders Change %
+4.65%
% of All Funds
9.39%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.77%
New
54
Increased
185
Reduced
112
Closed
33
Calls
$215M
Puts
$307K
Net Calls
+$215M
Net Calls Change
+$215M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
326
Zions Bancorporation
Utah
$282K -$380K -6,616 -58%
EAM
327
Evanson Asset Management
California
$281K
BWP
328
Bernardo Wealth Planning
Pennsylvania
$279K +$277K +4,822 New
LWM
329
Lenox Wealth Management
Ohio
$262K +$15.6K +272 +6%
CBU
330
CIBC Bank USA
Illinois
$260K -$69K -1,200 -21%
BFA
331
Bragg Financial Advisors
North Carolina
$258K -$50.3K -876 -16%
LFAS
332
Level Four Advisory Services
Texas
$257K -$9.19K -160 -3%
AIM
333
AMI Investment Management
Indiana
$256K +$254K +4,425 New
GIA
334
Gladstone Institutional Advisory
Florida
$242K
VCA
335
Verdence Capital Advisors
Maryland
$237K +$235K +4,097 New
FHB
336
First Hawaiian Bank
Hawaii
$232K -$103K -1,800 -31%
SWP
337
Stratos Wealth Partners
Ohio
$230K +$9.94K +173 +5%
CBT
338
Capital Bank & Trust
California
$227K +$226K +3,925 New
FM
339
Family Management
New York
$226K
FM
340
Foster & Motley
Ohio
$225K
Lazard Asset Management
341
Lazard Asset Management
New York
$225K
TFS
342
TrustCore Financial Services
Tennessee
$224K +$218K +3,790 +4,738%
NCM
343
Novare Capital Management
North Carolina
$212K -$2.87K -50 -1%
BAM
344
Berkshire Asset Management
Pennsylvania
$211K +$209K +3,636 New
OFG
345
OmniStar Financial Group
North Carolina
$210K +$1.78K +31 +0.9%
PTC
346
Private Trust Company
Ohio
$210K +$209K +3,640 New
LNC
347
Lincoln National Corp
Pennsylvania
$207K +$205K +3,568 New
TF
348
TimeScale Financial
Massachusetts
$205K -$10.8K -188 -5%
Koshinski Asset Management
349
Koshinski Asset Management
Illinois
$205K +$203K +3,532 New
BP
350
Ballentine Partners
Massachusetts
$203K +$201K +3,500 New

IGIB Hedge Fund Activity: Q3 2019 in Review

428 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2019, worth a combined $7.09B — up 36% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IGIB positions and 33 closed out — a net gain of 21 holders — while 185 added to existing stakes and 112 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $940M. The largest seller was Liberty Mutual Group Asset Management, exiting entirely with an estimated $75.2M sold.

  • 428 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2019, up from 409 in Q2 2019.
  • Funds reported $7.09B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2019, up 36% quarter-over-quarter.
  • 54 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2019 and 33 closed out, a net change of +21 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2019 was Prudential plc, an estimated $940M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2019 was Liberty Mutual Group Asset Management, an estimated $75.2M sold.

Based on aggregated 13F filings for Q3 2019.