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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
WPIC
376
White Pine Investment Company
Michigan
-$823K -15,346 Closed
BP
377
Ballentine Partners
Massachusetts
-$769K -14,350 Closed
IUHSA
378
Itau Unibanco Holding S.A.
Brazil
-$725K -13,524 Closed
SG Americas Securities
379
SG Americas Securities
New York
-$674K -12,576 Closed
CT
380
CPF Texas
Texas
-$565K -10,532 Closed
FTIOP
381
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$557K -10,382 Closed
OAM
382
Oppenheimer Asset Management
New York
-$490K -9,136 Closed
PAMG
383
Patton Albertson Miller Group
Tennessee
-$474K -8,848 Closed
KA
384
Kovack Advisors
Florida
-$347K -6,468 Closed
NFG
385
Next Financial Group
Texas
-$272K -5,066 Closed
CAG
386
Csenge Advisory Group
Florida
-$255K -4,750 Closed
SSWM
387
Sheets Smith Wealth Management
North Carolina
-$236K -4,400 Closed
CWM
388
Chesapeake Wealth Management
Virginia
-$222K -4,150 Closed
CSA
389
Cottage Street Advisors
Massachusetts
-$214K -4,000 Closed
FCAG
390
First Capital Advisors Group
New Jersey
-$99K -1,846 Closed
TFA
391
Transamerica Financial Advisors
Florida
-$71K -1,308 Closed
SWA
392
Sutton Wealth Advisors
Florida
-$52K -970 Closed
GI
393
Gradient Investments
Minnesota
-$43K -802 Closed
MRCM
394
M&R Capital Management
New Jersey
-$42K -800 Closed
CCA
395
Clearwater Capital Advisors
Illinois
-$40K -746 Closed
MIM
396
Macroview Investment Management
Maryland
-$22K -408 Closed
HFP
397
Holistic Financial Partners
Indiana
-$21K -390 Closed
Bessemer Group
398
Bessemer Group
New Jersey
-$19K -360 Closed
ECM
399
Exchange Capital Management
Michigan
-$17K -320 Closed
ACM
400
Aviance Capital Management
Florida
-$17K -312 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.