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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
HTC
26
Haverford Trust Company
Pennsylvania
$40.4M +$904K +15,737 +2%
US Bancorp
27
US Bancorp
Minnesota
$37.1M +$1.61M +28,033 +5%
BSB
28
Bangor Savings Bank
Maine
$34.3M +$423K +7,354 +1%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$32.9M +$3.83M +66,641 +13%
CWM
30
Campbell Wealth Management
Virginia
$32M +$1.28M +22,322 +4%
HI
31
Horizon Investments
North Carolina
$31.2M +$31.1M +542,030 New
ST
32
Sabal Trust
Florida
$31.1M -$52.7K -917 -0.2%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.2M -$18.1M -315,278 -38%
PI
34
PFS Investments
Georgia
$30M +$24.9M +432,933 +510%
Deutsche Bank
35
Deutsche Bank
Germany
$28.7M +$2.09M +36,314 +8%
GFPC
36
Global Financial Private Capital
Florida
$27.7M +$458K +7,962 +2%
MML Investors Services
37
MML Investors Services
Massachusetts
$27.2M +$573K +9,978 +2%
JIP
38
JBJ Investment Partners
South Carolina
$24M +$1.44M +25,065 +6%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$23.5M -$340K -5,921 -1%
DIP
40
DT Investment Partners
Pennsylvania
$22.7M +$433K +7,539 +2%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$22.6M +$143K +2,480 +0.6%
FLA
42
Financial Life Advisors
Texas
$22.4M +$1.24M +21,570 +6%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$22.4M +$1.8M +31,260 +9%
NI
44
NYL Investors
New York
$22.1M +$21.9M +381,958 New
OCM
45
One Capital Management
California
$19.5M +$456K +7,928 +2%
AFG
46
Arkansas Financial Group
Arkansas
$18.5M -$793K -13,793 -4%
ECM
47
ETrade Capital Management
Virginia
$18.2M +$6.82M +118,700 +61%
SI
48
Stephens Inc
Arkansas
$17.9M +$623K +10,840 +4%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$17.8M +$717K +12,475 +4%
NC
50
NewSquare Capital
Pennsylvania
$17M -$22.5K -391 -0.1%

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.