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iShares 5-10 Year Investment Grade Corporate Bond ETF

395 hedge funds and large institutions have $5.83B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 143 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 22

31% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 109

28% more call options, than puts

Call options by funds: $459K | Put options by funds: $360K

17% more funds holding

Funds holding: 337395 (+58)

8% more funds holding in top 10

Funds holding in top 10: 3740 (+3)

7% more capital invested

Capital invested by funds: $5.45B → $5.83B (+$376M)

4.92% more ownership

Funds ownership: 152.85%157.77% (+4.9%)

Holders
395
Holders Change
+58
Holders Change %
+17.21%
% of All Funds
8.96%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.91%
New
81
Increased
143
Reduced
109
Closed
22
Calls
$459K
Puts
$360K
Net Calls
+$99K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
351
M&R Capital Management
New Jersey
$43K
PA
352
Parallel Advisors
California
$38K +$27.4K +500 +250%
MOS
353
MGO One Seven
Ohio
$36K +$36K +656 New
VFA
354
Valeo Financial Advisors
Indiana
$35K +$548 +10 +2%
WPA
355
West Paces Advisors
Georgia
$31.9K
SIM
356
Sonora Investment Management
Arizona
$28K +$28.1K +512 New
AF
357
Allworth Financial
California
$27K
TRCT
358
Tower Research Capital (TRC)
New York
$27K +$11.9K +218 +78%
WAP
359
Wealthcare Advisory Partners
Pennsylvania
$26K +$25.9K +472 +11,800%
CCM
360
Cribstone Capital Management
Maine
$25K
PRS
361
Pinkerton Retirement Specialists
Idaho
$25K +$25.1K +458 New
NL
362
NVWM LLC
Pennsylvania
$23K +$23.2K +424 New
MIM
363
Macroview Investment Management
Maryland
$22K
HFP
364
Holistic Financial Partners
Indiana
$21K +$21.4K +390 New
MPWT
365
MassMutual Private Wealth & Trust
Connecticut
$20.8K +$20.8K +380 New
Bessemer Group
366
Bessemer Group
New Jersey
$20K +$19.7K +360 New
APA
367
American Portfolios Advisors
New York
$19.3K +$19.4K +354 New
JFA
368
JNBA Financial Advisors
Minnesota
$18K +$110 +2 +0.6%
AIA
369
Armor Investment Advisors
North Carolina
$17K
FPS
370
Fieldpoint Private Securities
Connecticut
$16K
FDCDDQ
371
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.9K
LNB
372
Ledyard National Bank
$11K
EWM
373
Endurance Wealth Management
Rhode Island
$10K
VCM
374
Virtue Capital Management
Tennessee
$10K +$10.1K +184 New
WCM
375
Whitener Capital Management
North Carolina
$10K +$10.5K +192 New

IGIB Hedge Fund Activity: Q4 2017 in Review

395 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2017, worth a combined $5.83B — up 6.9% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IGIB positions and 22 closed out — a net gain of 59 holders — while 143 added to existing stakes and 109 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $85.2M. The largest seller was AssetMark Inc, cutting an estimated $37.9M.

  • 395 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2017, up from 337 in Q3 2017.
  • Funds reported $5.83B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2017, up 6.9% quarter-over-quarter.
  • 81 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2017 and 22 closed out, a net change of +59 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2017 was Envestnet Asset Management, an estimated $85.2M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2017 was AssetMark Inc, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2017.