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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
OMC
401
Old Mission Capital
Illinois
-$355K -6,496 Closed
MWAC
402
Mariner Wealth Advisors (Cincinnati)
Ohio
-$276K -5,050 Closed
I
403
IberiaBank
Louisiana
-$267K -4,902 Closed
LA
404
LexAurum Advisors
Kansas
-$261K -4,796 Closed
CFB
405
Cullen/Frost Bankers
Texas
-$256K -4,692 Closed
DCM
406
Dimension Capital Management
Florida
-$239K -4,368 Closed
CAM
407
Caprin Asset Management
Virginia
-$226K -4,138 Closed
JIC
408
Johnson Investment Counsel
Ohio
-$217K -3,992 Closed
Mariner
409
Mariner
Kansas
-$210K -3,850 Closed
TSS
410
Two Sigma Securities
New York
-$205K -3,746 Closed
GCA
411
Gradient Capital Advisors
California
-$203K -3,726 Closed
LCM
412
Liberty Capital Management
Michigan
-$184K -3,378 Closed
AIM
413
Arcadia Investment Management
Michigan
-$143K -2,620 Closed
KTC
414
Kistler-Tiffany Companies
Pennsylvania
-$118K -2,160 Closed
PWM
415
Paulson Wealth Management
Illinois
-$60K -1,090 Closed
NSB
416
Norway Savings Bank
Maine
-$54K -996 Closed
TRCT
417
Tower Research Capital (TRC)
New York
-$27K -498 Closed
PRS
418
Pinkerton Retirement Specialists
Idaho
-$25K -458 Closed
NL
419
NVWM LLC
Pennsylvania
-$23K -424 Closed
VCM
420
Virtue Capital Management
Tennessee
-$10K -184 Closed
VCM
421
Vigilant Capital Management
Maine
-$9K -166 Closed
SFSIG
422
San Francisco Sentry Investment Group
California
-$9K -156 Closed
TWA
423
TCI Wealth Advisors
Arizona
-$8K -140 Closed
FNB
424
Farmers National Bank
Kentucky
-$5K -90 Closed
OC
425
Oakworth Capital
Alabama
-$4K -76 Closed

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.