We are live on ! Find out more
IGIB icon

iShares 5-10 Year Investment Grade Corporate Bond ETF

339 hedge funds and large institutions have $4.93B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 158 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

77,487% more call options, than puts

Call options by funds: $213M | Put options by funds: $275K

49% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 106

12% more funds holding in top 10

Funds holding in top 10: 3438 (+4)

6% more capital invested

Capital invested by funds: $4.67B → $4.93B (+$264M)

10% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 31

1.25% less ownership

Funds ownership: 143.22%141.97% (-1.2%)

3% less funds holding

Funds holding: 348339 (-9)

Holders
339
Holders Change
-9
Holders Change %
-2.59%
% of All Funds
8.45%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.95%
New
28
Increased
158
Reduced
106
Closed
31
Calls
$213M
Puts
$275K
Net Calls
+$213M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$44M +$196K +3,572 +0.4%
CONA
27
Capital One National Association
New York
$40.7M -$1.64M -29,958 -4%
AC
28
Allstate Corporation
Illinois
$40.3M -$15.7M -286,616 -28%
RJA
29
Raymond James & Associates
Florida
$38.8M +$1.9M +34,638 +5%
BCM
30
Brookstone Capital Management
Illinois
$34.7M +$7.54M +137,596 +28%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$30M +$5.97M +108,868 +25%
JIR
32
James Investment Research
Ohio
$28.7M +$9.6M +175,068 +50%
AFG
33
Arkansas Financial Group
Arkansas
$28.5M +$201K +3,662 +0.7%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$26M +$20.4M +371,314 +365%
ST
35
Sabal Trust
Florida
$24.4M +$153K +2,794 +0.6%
WI
36
WrapManager Inc
California
$23.7M +$1.78M +32,412 +8%
BSB
37
Bangor Savings Bank
Maine
$23.5M +$553K +10,078 +2%
AG
38
Advisor Group
Arizona
$22.9M +$7.2M +131,394 +46%
Prudential Financial
39
Prudential Financial
New Jersey
$22M
ZB
40
Zions Bancorporation
Utah
$20.2M +$2.59M +47,178 +15%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$18.8M +$3.69M +67,382 +24%
DIP
42
DT Investment Partners
Pennsylvania
$18.5M +$2.81M +51,342 +18%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.3M +$4.42M +80,612 +32%
FEG
44
Fund Evaluation Group
Ohio
$18.3M -$7.15M -130,394 -28%
DC
45
Davenport & Co
Virginia
$17.2M +$429K +7,820 +3%
DSN
46
D. Scott Neal
Kentucky
$17.2M +$328K +5,988 +2%
QFA
47
Quattro Financial Advisors
Texas
$17.1M +$2.73M +49,810 +19%
ECM
48
ETrade Capital Management
Virginia
$15.8M +$1.75M +31,972 +12%
Comerica Bank
49
Comerica Bank
Texas
$14.8M -$2.1M -38,364 -13%
TC
50
Telemus Capital
Michigan
$13.9M +$71.8K +1,310 +0.5%

IGIB Hedge Fund Activity: Q2 2017 in Review

339 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2017, worth a combined $4.93B — up 5.6% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of IGIB and 28 opened new positions — a net loss of 3 holders — while 106 trimmed existing stakes and 158 added.

The largest buyer was Park Avenue Securities, opening a new position worth an estimated $88.4M. The largest seller was UBS Group, cutting an estimated $204M.

  • 339 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2017, down from 348 in Q1 2017.
  • Funds reported $4.93B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2017, up 5.6% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2017 and 31 closed out, a net change of -3 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2017 was Park Avenue Securities, an estimated $88.4M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2017 was UBS Group, an estimated $204M sold.

Based on aggregated 13F filings for Q2 2017.