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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

235 hedge funds and large institutions have $4.62B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 115 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 73

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

19% more capital invested

Capital invested by funds: $3.88B → $4.62B (+$748M)

2% more funds holding

Funds holding: 230 → 235 (+5)

1.01% more ownership

Funds ownership: 136.4% → 137.41% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 23 → 23 (0)

Holders
235
Holders Change
+5
Holders Change %
+2.17%
% of All Funds
6.82%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
21
Increased
115
Reduced
73
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$56.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.2M
3
Wells Fargo
Wells Fargo
California
+$25.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$22.7M
5
SMA
Simply Money Advisors
Ohio
+$16.5M

Top Sellers

Rank Fund Capital Flow
1
BIM
BlackRock Investment Management
Delaware
-$14.6M
2
DADC
D.A. Davidson & Co
Montana
-$8.29M
3
LPL Financial
LPL Financial
California
-$7.53M
4
Bank of America
Bank of America
North Carolina
-$6.26M
5
JG
Jefferies Group
New York
-$5.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
26
Bangor Savings Bank
Maine
$31.5M +$995K +18,124 +3%
SG Americas Securities
27
SG Americas Securities
New York
$30.9M – – –
LPL Financial
28
LPL Financial
California
$30.4M -$7.53M -137,166 -20%
US Bancorp
29
US Bancorp
Minnesota
$29.8M +$48.9K +890 +0.2%
ST
30
Sabal Trust
Florida
$23.3M -$126K -2,300 -0.5%
AFG
31
Arkansas Financial Group
Arkansas
$22.7M +$1.11M +20,214 +5%
Prudential Financial
32
Prudential Financial
New Jersey
$21.9M – – –
DIA
33
Davidson Investment Advisors
Montana
$21.4M +$8.74M +159,084 +67%
B
34
Baird
Wisconsin
$20.7M +$4.3M +78,314 +26%
AIM
35
Astor Investment Management
Illinois
$20.6M +$297K +5,416 +1%
DSN
36
D. Scott Neal
Kentucky
$20.3M +$297K +5,400 +1%
BIM
37
BlackRock Investment Management
Delaware
$19.7M -$14.6M -265,108 -42%
3AM
38
3D Asset Management
Connecticut
$18.5M -$628K -11,436 -3%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$18.2M +$923K +16,804 +5%
AIM
40
Acropolis Investment Management
Missouri
$15.8M +$161K +2,938 +1%
QCMNJ
41
Quantum Capital Management (New Jersey)
New Jersey
$15.5M -$197K -3,596 -1%
DC
42
Davenport & Co
Virginia
$15.4M +$364K +6,630 +2%
First Trust Advisors
43
First Trust Advisors
Illinois
$14.8M +$68.4K +1,246 +0.5%
NYLIM
44
New York Life Investment Management
New York
$14.7M +$14.8M +268,840 New
QLMGAA
45
QS Legg Mason Global Asset Allocation
New York
$14.7M +$1.57M +28,564 +12%
PI
46
Placemark Investments
Illinois
$14.4M +$3.91M +71,166 +37%
VKH
47
Virtu KCG Holdings
New York
$14.2M +$14.2M +259,130 New
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$13.8M -$1.71M -31,222 -11%
EC
49
Estate Counselors
Wisconsin
$13.4M +$145K +2,640 +1%
BTS
50
BB&T Securities
Virginia
$12.6M +$326K +5,938 +35%
1
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IGIB Hedge Fund Activity: Q3 2014 in Review

235 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2014, worth a combined $4.62B — up 19% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGIB positions and 14 closed out — a net gain of 7 holders — while 115 added to existing stakes and 73 trimmed.

The largest buyer was Franklin Resources, adding an estimated $56.6M. The largest seller was BlackRock Investment Management, cutting an estimated $14.6M.

  • 235 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2014, up from 230 in Q2 2014.
  • Funds reported $4.62B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2014, up 19% quarter-over-quarter.
  • 21 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2014 and 14 closed out, a net change of +7 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2014 was Franklin Resources, an estimated $56.6M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2014 was BlackRock Investment Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q3 2014.