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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
FTUS
351
Flow Traders U.S.
New York
-$431K -7,904 Closed
CWM
352
Concert Wealth Management
California
-$352K -6,466 Closed
DS
353
DRW Securities
Illinois
-$332K -6,088 Closed
TH
354
TCTC Holdings
Texas
-$327K -6,000 Closed
SG Americas Securities
355
SG Americas Securities
New York
-$311K -5,700 Closed
LP
356
LGL Partners
Pennsylvania
-$250K -4,588 Closed
PAS
357
Partnervest Advisory Services
California
-$245K -4,500 Closed
FC
358
Forte Capital
New York
-$233K -4,282 Closed
Kayne Anderson Rudnick Investment Management
359
Kayne Anderson Rudnick Investment Management
California
-$232K -4,254 Closed
OAM
360
Oxford Asset Management
United Kingdom
-$224K -4,120 Closed
AWM
361
Avior Wealth Management
Nebraska
-$142K -2,664 Closed
SQA
362
Simon Quick Advisors
New Jersey
-$99K -1,820 Closed
AWM
363
AllSquare Wealth Management
New York
-$48K -872 Closed
MRCM
364
M&R Capital Management
New Jersey
-$43K -800 Closed
HCA
365
Harbour Capital Advisors
Virginia
-$26.1K -480 Closed
CAG
366
Crestwood Advisors Group
Massachusetts
-$25K -460 Closed
FPS
367
Fieldpoint Private Securities
Connecticut
-$16K -300 Closed
RWA
368
Ropes Wealth Advisors
Massachusetts
-$3K -54 Closed
WEC
369
Winslow Evans & Crocker
Massachusetts
-$1.42K -28 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.