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iShares 5-10 Year Investment Grade Corporate Bond ETF

395 hedge funds and large institutions have $5.83B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 143 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 22

31% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 109

28% more call options, than puts

Call options by funds: $459K | Put options by funds: $360K

17% more funds holding

Funds holding: 337395 (+58)

8% more funds holding in top 10

Funds holding in top 10: 3740 (+3)

7% more capital invested

Capital invested by funds: $5.45B → $5.83B (+$376M)

4.92% more ownership

Funds ownership: 152.85%157.77% (+4.9%)

Holders
395
Holders Change
+58
Holders Change %
+17.21%
% of All Funds
8.96%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.91%
New
81
Increased
143
Reduced
109
Closed
22
Calls
$459K
Puts
$360K
Net Calls
+$99K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
WI
26
WBI Investments
New Jersey
$59.1M +$59.3M +1,082,530 New
HTC
27
Haverford Trust Company
Pennsylvania
$57.3M +$2.61M +47,650 +5%
BCM
28
Brookstone Capital Management
Illinois
$47M +$4.5M +82,178 +11%
US Bancorp
29
US Bancorp
Minnesota
$45.8M +$511K +9,316 +1%
JIR
30
James Investment Research
Ohio
$45.7M +$17M +310,084 +59%
FA
31
FDx Advisors
Illinois
$44.2M -$1.25M -22,890 -3%
AG
32
Advisor Group
Arizona
$39.7M +$10.5M +191,280 +36%
RJA
33
Raymond James & Associates
Florida
$38.2M +$850K +15,518 +2%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$34.6M +$3.01M +55,000 +10%
ST
35
Sabal Trust
Florida
$26.7M +$1.59M +29,084 +6%
AFG
36
Arkansas Financial Group
Arkansas
$26.6M -$145K -2,650 -0.5%
BSB
37
Bangor Savings Bank
Maine
$24.6M +$502K +9,168 +2%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.6M +$2.45M +44,648 +11%
CONA
39
Capital One National Association
New York
$23M -$16.2M -295,860 -41%
Lazard Asset Management
40
Lazard Asset Management
New York
$22.7M
Prudential Financial
41
Prudential Financial
New Jersey
$22.7M +$1.01M +18,400 +5%
ZB
42
Zions Bancorporation
Utah
$22.6M +$3.29M +59,976 +17%
TC
43
Trilogy Capital
California
$21.8M +$21.9M +398,810 New
WI
44
WrapManager Inc
California
$21.1M -$3.08M -56,290 -13%
DIP
45
DT Investment Partners
Pennsylvania
$19.7M +$217K +3,962 +1%
DC
46
Davenport & Co
Virginia
$17.5M +$181K +3,310 +1%
ECM
47
ETrade Capital Management
Virginia
$17M +$184K +3,356 +1%
FEG
48
Fund Evaluation Group
Ohio
$16.7M +$203K +3,700 +1%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$16.7M +$4.16M +75,966 +33%
DSN
50
D. Scott Neal
Kentucky
$16.3M -$429K -7,834 -3%

IGIB Hedge Fund Activity: Q4 2017 in Review

395 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2017, worth a combined $5.83B — up 6.9% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IGIB positions and 22 closed out — a net gain of 59 holders — while 143 added to existing stakes and 109 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $85.2M. The largest seller was AssetMark Inc, cutting an estimated $37.9M.

  • 395 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2017, up from 337 in Q3 2017.
  • Funds reported $5.83B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2017, up 6.9% quarter-over-quarter.
  • 81 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2017 and 22 closed out, a net change of +59 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2017 was Envestnet Asset Management, an estimated $85.2M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2017 was AssetMark Inc, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2017.