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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
SS
351
Sunbelt Securities
Texas
$202K +$201K +3,494 New
CAG
352
Crestwood Advisors Group
Massachusetts
$200K +$199K +3,460 New
EDRH
353
Edmond de Rothschild Holding
Switzerland
$177K
AWM
354
Avior Wealth Management
Nebraska
$171K +$1.44K +25 +0.9%
CB
355
Community Bank
New York
$156K
CFB
356
Cullen/Frost Bankers
Texas
$155K +$8.79K +153 +6%
FNBOSM
357
First National Bank of South Miami
Florida
$143K
Kayne Anderson Rudnick Investment Management
358
Kayne Anderson Rudnick Investment Management
California
$132K +$575 +10 +0.4%
GC
359
Grace Capital
Massachusetts
$127K +$126K +2,200 New
SBL
360
Sargent Bickham Lagudis
Colorado
$112K
RFA
361
Reilly Financial Advisors
California
$103K
Fidelity Investments
362
Fidelity Investments
Massachusetts
$102K +$42.5K +740 +72%
CCM
363
Covington Capital Management
California
$101K
RFM
364
Royal Fund Management
Florida
$95K +$93.1K +1,620 +4,629%
SIAP
365
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$93K
GCM
366
Gables Capital Management
Florida
$92K
JCM
367
Jacobi Capital Management
Pennsylvania
$89K -$29.6K -516 -25%
Carson Wealth (CWM LLC)
368
Carson Wealth (CWM LLC)
Nebraska
$88K
S
369
SignatureFD
Georgia
$88K +$87.5K +1,523 New
BCM
370
Bourgeon Capital Management
Connecticut
$85K +$84.5K +1,470 New
UBS AM
371
UBS AM
Illinois
$83.9K
FHA
372
Flagship Harbor Advisors
Massachusetts
$82K
BWP
373
Baldwin Wealth Partners
Massachusetts
$81K
SCA
374
Stonebridge Capital Advisors
Minnesota
$80K +$36.5K +636 +85%
AF
375
Advisornet Financial
Minnesota
$79K +$20.2K +351 +35%

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.