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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
CAL
351
Capital Advisors Ltd
Ohio
$7K
YWP
352
YorkBridge Wealth Partners
New York
$7K
LYV
353
Live Your Vision
Pennsylvania
$7K +$6.59K +124 New
BRC
354
Bell Rock Capital
Delaware
$6K
CAPTRUST Financial Advisors
355
CAPTRUST Financial Advisors
North Carolina
$6K
CPA
356
Clear Perspective Advisors
Illinois
$6K
FANJ
357
Financial Architects (New Jersey)
New Jersey
$6K
NA
358
NewEdge Advisors
Louisiana
$5.54K +$316K +5,950 +6%
AWM
359
Aevitas Wealth Management
Massachusetts
$5K
BFC
360
Bedel Financial Consulting
Indiana
$5K
AIM
361
Advantage Investment Management
Iowa
$5K +$4.25K +80 +1,333%
MFW
362
Mosaic Family Wealth
Missouri
$2K
HFM
363
Hartford Financial Management
Connecticut
$2K +$1.59K +30 New
PCM
364
Poehling Capital Management
Wisconsin
$1K
ZB
365
Zions Bancorporation
Utah
-$24.5M -456,370 Closed
FEG
366
Fund Evaluation Group
Ohio
-$16.6M -310,132 Closed
AFS
367
Amtrust Financial Services
New York
-$10.2M -191,004 Closed
MGIA
368
Matthew Goff Investment Advisor
Texas
-$8.16M -152,270 Closed
PWPCM
369
Perella Weinberg Partners Capital Management
New York
-$5.22M -97,400 Closed
PA
370
Probity Advisors
Texas
-$3.96M -73,928 Closed
PI
371
PFS Investments
Georgia
-$3.73M -70,282 Closed
SS
372
Simplicity Solutions
Minnesota
-$3.53M -65,872 Closed
SFS
373
Sowell Financial Services
Arkansas
-$1.31M -24,650 Closed
DP
374
DDD Partners
Washington
-$1.12M -20,846 Closed
BCM
375
BTC Capital Management
Iowa
-$991K -18,490 Closed

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.