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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
SFSIG
376
San Francisco Sentry Investment Group
California
$9K
VCM
377
Vigilant Capital Management
Maine
$9K +$9.1K +166 New
CAL
378
Capital Advisors Ltd
Ohio
$8K
TWA
379
TCI Wealth Advisors
Arizona
$8K
YWP
380
YorkBridge Wealth Partners
New York
$7K
CPA
381
Clear Perspective Advisors
Illinois
$7K +$6.69K +122 New
FANJ
382
Financial Architects (New Jersey)
New Jersey
$6K -$9.21K -168 -60%
FNB
383
Farmers National Bank
Kentucky
$5K +$4.93K +90 New
AWM
384
Aevitas Wealth Management
Massachusetts
$5K +$5.48K +100 New
OC
385
Oakworth Capital
Alabama
$4K
CFD
386
Creative Financial Designs
Indiana
$4K +$110 +2 +3%
PGWM
387
Parisi Gray Wealth Management
New Jersey
$3K +$2.74K +50 New
SIS
388
Sound Income Strategies
Florida
$3K +$2.85K +52 New
MFW
389
Mosaic Family Wealth
Missouri
$2K +$1.86K +34 New
PCG
390
Private Capital Group
Connecticut
$1.88K +$1.88M +34,338 New
PCM
391
Poehling Capital Management
Wisconsin
$1K +$548 +10 New
CA
392
Calton & Associates
Florida
$1K +$1.21K +22 New
STA
393
Summit Trail Advisors
New York
$1K +$1.43K +26 New
BHB
394
Bank Hapoalim BM
Israel
$577 -$324K -5,920 -83%
Jane Street
395
Jane Street
New York
-$6.5M -117,980 Closed
SMM
396
Stadion Money Management
Georgia
-$5.29M -96,030 Closed
HFS
397
HL Financial Services
Kentucky
-$4.27M -77,602 Closed
ICOA
398
Investment Centers of America
North Dakota
-$3.96M -72,032 Closed
ACP
399
Aveo Capital Partners
Colorado
-$1.84M -33,348 Closed
Susquehanna International Group
400
Susquehanna International Group
Pennsylvania
-$1.45M -26,486 Closed

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.