iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
506 hedge funds and large institutions have $7.7B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 216 increasing their positions, 107 reducing their positions, and 23 closing their positions.
48,275% more call options, than puts
Call options by funds: $174M | Put options by funds: $359K
374% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 23
102% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 107
18% more funds holding
Funds holding: 428 → 506 (+78)
17% more funds holding in top 10
Funds holding in top 10: 35 → 41 (+6)
9% more capital invested
Capital invested by funds: $7.09B → $7.7B (+$604M)
7.41% less ownership
Funds ownership: 91.11% → 83.7% (-7.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$179M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
+$118M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$80M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$62.6M |
| 5 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$29.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$259M |
| 2 |
Goldman Sachs
New York
|
-$36.5M |
| 3 |
JP Morgan Chase
New York
|
-$15.4M |
| 4 |
NI
NYL Investors
New York
|
-$7.11M |
| 5 |
BCM
Bluefin Capital Management
New York
|
-$6.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
526
UBS AM
Chicago,
Illinois
| – | -$83.9K | -1,448 | Closed |
|
|
FPS
527
Fieldpoint Private Securities
Greenwich,
Connecticut
| – | -$17K | -300 | Closed |
|
|
SWP
528
Strategic Wealth Partners
Independence,
Ohio
| – | -$13 | -236 | Closed |
|
|
SQA
529
Simon Quick Advisors
Morristown,
New Jersey
| – | -$7K | -124 | Closed |
|
|
GWAG
530
Garrett Wealth Advisory Group
Weatherford,
Texas
| – | -$2.66K | -46 | Closed |
|
|
QCIG
531
Quad-Cities Investment Group
Davenport,
Iowa
| – | -$1K | -10 | Closed |
|
IGIB Hedge Fund Activity: Q4 2019 in Review
506 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2019, worth a combined $7.7B — up 8.5% from $7.09B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new IGIB positions and 23 closed out — a net gain of 86 holders — while 216 added to existing stakes and 107 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $179M. The largest seller was Envestnet Asset Management, cutting an estimated $259M.
- 506 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2019, up from 428 in Q3 2019.
- Funds reported $7.7B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2019, up 8.5% quarter-over-quarter.
- 109 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2019 and 23 closed out, a net change of +86 holders.
- The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $179M added.
- The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $259M sold.
Based on aggregated 13F filings for Q4 2019.