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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
WAP
351
Wealthcare Advisory Partners
Pennsylvania
$26K
CCM
352
Cribstone Capital Management
Maine
$25K
SFG
353
SevenBridge Financial Group
Pennsylvania
$22K -$21.8K -404 -49%
MIM
354
Macroview Investment Management
Maryland
$22K
HFP
355
Holistic Financial Partners
Indiana
$21K
MPWT
356
MassMutual Private Wealth & Trust
Connecticut
$20.4K
TFA
357
Toth Financial Advisory
Virginia
$20K -$61.4K -1,140 -75%
MOS
358
MGO One Seven
Ohio
$19K -$16.1K -298 -45%
Bessemer Group
359
Bessemer Group
New Jersey
$19K
JFA
360
JNBA Financial Advisors
Minnesota
$18K +$108 +2 +0.6%
ECM
361
Exchange Capital Management
Michigan
$17K -$785K -14,566 -98%
AIA
362
Armor Investment Advisors
North Carolina
$17K
ACM
363
Aviance Capital Management
Florida
$17K +$16.8K +312 New
FPS
364
Fieldpoint Private Securities
Connecticut
$16K
APA
365
American Portfolios Advisors
New York
$14.5K -$4.53K -84 -24%
FDCDDQ
366
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7K
LNB
367
Ledyard National Bank
$11K
EWM
368
Endurance Wealth Management
Rhode Island
$10K
WCM
369
Whitener Capital Management
North Carolina
$10K
JAM
370
Jolley Asset Management
North Carolina
$9K +$8.83K +164 New
CAL
371
Capital Advisors Ltd
Ohio
$8K
CPA
372
Clear Perspective Advisors
Illinois
$7K
YWP
373
YorkBridge Wealth Partners
New York
$7K
CAPTRUST Financial Advisors
374
CAPTRUST Financial Advisors
North Carolina
$6K -$79.3K -1,472 -93%
FANJ
375
Financial Architects (New Jersey)
New Jersey
$6K

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.