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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
VFA
401
Valeo Financial Advisors
Indiana
$22K -$11K -192 -33%
AIA
402
Armor Investment Advisors
North Carolina
$19K
FPS
403
Fieldpoint Private Securities
Connecticut
$17K
OIA
404
Optimum Investment Advisors
Illinois
$17K
PA
405
Parallel Advisors
California
$17K +$4.08K +71 +33%
FDCDDQ
406
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.6K
FGAM
407
Financial Gravity Asset Management
Texas
$12K -$7.13K -124 -38%
DAM
408
Delta Asset Management
Tennessee
$12K
LWANC
409
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K
WCG
410
Weaver Consulting Group
California
$11K
VRM
411
Vectors Research Management
New York
$11K +$10.9K +190 New
AIC
412
Archer Investment Corporation
Indiana
$10K
PFBT
413
Parkside Financial Bank & Trust
Missouri
$8K
SQA
414
Simon Quick Advisors
New Jersey
$7K
TFGT
415
TS Financial Group (TSFG)
Illinois
$7K
AIM
416
Advantage Investment Management
Iowa
$7K +$7.41K +129 New
UB
417
UMB Bank
Missouri
$6.67K -$819K -14,255 -11%
BFC
418
Bedel Financial Consulting
Indiana
$6K
GWMIA
419
Global Wealth Management Investment Advisory
Florida
$5K -$29.4K -511 -87%
SIAS
420
Shine Investment Advisory Services
Colorado
$5K
BWA
421
BDO Wealth Advisors
Florida
$4K -$4.02K -70 -48%
IRC
422
Investors Research Corp
Georgia
$4K
PB
423
Pinnacle Bancorp
Nebraska
$3K
VNA
424
Valley National Advisers
Pennsylvania
$3K +$3.16K +55 New
GWAG
425
Garrett Wealth Advisory Group
Texas
$2.66K +$2.64K +46 New

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.