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iShares 5-10 Year Investment Grade Corporate Bond ETF

337 hedge funds and large institutions have $5.45B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 143 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $474K | Put options by funds: $242K

40% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 102

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

10.88% more ownership

Funds ownership: 141.97%152.85% (+11%)

11% more capital invested

Capital invested by funds: $4.93B → $5.45B (+$519M)

1% less funds holding

Funds holding: 339337 (-2)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
337
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
8.4%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.92%
New
26
Increased
143
Reduced
102
Closed
23
Calls
$474K
Puts
$242K
Net Calls
+$232K
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$52.8M +$7.59M +137,842 +17%
FA
27
FDx Advisors
Illinois
$45.9M +$219K +3,976 +0.5%
US Bancorp
28
US Bancorp
Minnesota
$45.7M +$1.52M +27,684 +3%
BCM
29
Brookstone Capital Management
Illinois
$42.9M +$8.1M +147,144 +23%
CONA
30
Capital One National Association
New York
$39.5M -$1.37M -24,892 -3%
RJA
31
Raymond James & Associates
Florida
$37.7M -$1.2M -21,740 -3%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$31.8M +$1.76M +31,966 +6%
AG
33
Advisor Group
Arizona
$29.5M +$6.51M +118,158 +28%
JIR
34
James Investment Research
Ohio
$29M +$244K +4,440 +0.8%
AFG
35
Arkansas Financial Group
Arkansas
$27M -$1.63M -29,536 -6%
ST
36
Sabal Trust
Florida
$25.3M +$851K +15,454 +3%
WI
37
WrapManager Inc
California
$24.4M +$627K +11,380 +3%
BSB
38
Bangor Savings Bank
Maine
$24.3M +$695K +12,614 +3%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.4M +$3.95M +71,738 +21%
Prudential Financial
40
Prudential Financial
New Jersey
$21.8M -$253K -4,600 -1%
DIP
41
DT Investment Partners
Pennsylvania
$19.7M +$1.13M +20,502 +6%
ZB
42
Zions Bancorporation
Utah
$19.5M -$762K -13,836 -4%
DC
43
Davenport & Co
Virginia
$17.4M +$143K +2,598 +0.8%
ECM
44
ETrade Capital Management
Virginia
$17M +$1.13M +20,588 +7%
Comerica Bank
45
Comerica Bank
Texas
$17M +$2.22M +40,268 +15%
DSN
46
D. Scott Neal
Kentucky
$16.9M -$352K -6,402 -2%
FEG
47
Fund Evaluation Group
Ohio
$16.7M -$1.73M -31,432 -9%
TC
48
Telemus Capital
Michigan
$14.4M +$456K +8,282 +3%
Truist Financial
49
Truist Financial
North Carolina
$13.9M +$241K +4,382 +2%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$13.9M +$9.74M +176,950 +237%

IGIB Hedge Fund Activity: Q3 2017 in Review

337 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 Q3 2017, worth a combined $5.45B — up 11% from $4.93B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IGIB positions and 23 closed out — a net gain of 3 holders — while 143 added to existing stakes and 102 trimmed.

The largest buyer was UBS Group, adding an estimated $258M. The largest seller was Park Avenue Securities, exiting entirely with an estimated $87.9M sold.

  • 337 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2017, down from 339 in Q2 2017.
  • Funds reported $5.45B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2017, up 11% quarter-over-quarter.
  • 26 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2017 and 23 closed out, a net change of +3 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2017 was UBS Group, an estimated $258M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2017 was Park Avenue Securities, an estimated $87.9M sold.

Based on aggregated 13F filings for Q3 2017.