We are live on ! Find out more
IGIB icon

iShares 5-10 Year Investment Grade Corporate Bond ETF

230 hedge funds and large institutions have $3.88B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $3.25B → $3.88B (+$629M)

18.37% more ownership

Funds ownership: 118.03%136.4% (+18%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1% less funds holding

Funds holding: 232230 (-2)

3% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 90

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.66%
New
19
Increased
87
Reduced
90
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
51
Oppenheimer & Co
New York
$11.2M +$2.2M +40,142 +25%
PP
52
Palladium Partners
Virginia
$11M +$299K +5,460 +3%
PI
53
Placemark Investments
Illinois
$10.6M +$579K +10,560 +6%
PPA
54
Parametric Portfolio Associates
Washington
$9.78M +$120K +2,194 +1%
FM
55
Foster & Motley
Ohio
$9.67M +$383K +6,976 +4%
HPC
56
HM Payson & Co
Maine
$9.61M -$580K -10,572 -6%
BTS
57
BB&T Securities
Virginia
$9.44M -$117K -2,130 -11%
1IC
58
1919 Investment Counsel
Maryland
$9.29M +$106K +1,932 +1%
EWM
59
Evercore Wealth Management
New York
$9.09M -$132K -2,400 -1%
DIP
60
DT Investment Partners
Pennsylvania
$8.93M +$791K +14,426 +10%
QA
61
Quantitative Advantage
Minnesota
$8.52M +$8.48M +154,640 New
WT
62
Whittier Trust
California
$8.44M +$603K +10,996 +8%
ACP
63
Ashfield Capital Partners
California
$8.28M +$142K +2,586 +2%
CPC
64
Cookson Peirce & Co
Pennsylvania
$7.71M +$51K +930 +0.7%
Deutsche Bank
65
Deutsche Bank
Germany
$7.6M +$855K +15,586 +13%
SAS
66
Stelac Advisory Services
New York
$7.58M +$285K +5,200 +4%
IFA
67
Interactive Financial Advisors
Illinois
$6.99M +$1.02M +18,558 +17%
William Blair & Company
68
William Blair & Company
Illinois
$6.48M +$255K +4,650 +4%
Nisa Investment Advisors
69
Nisa Investment Advisors
Missouri
$6.39M +$6.36M +115,940 New
CMP
70
Courage Miller Partners
Virginia
$6.31M -$49.2K -898 -0.8%
AIM
71
Aspen Investment Management
Michigan
$5.93M +$519K +9,460 +10%
JG
72
Jefferies Group
New York
$5.57M +$5.55M +101,150 New
AA
73
Apriem Advisors
California
$5.26M -$76.8K -1,400 -1%
T
74
Thomaspartners
Massachusetts
$5.17M +$28.7K +524 +0.6%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$4.96M +$1.71M +31,188 +53%

IGIB Hedge Fund Activity: Q2 2014 in Review

230 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2014, worth a combined $3.88B — up 19% from $3.25B a quarter earlier.

Fund positioning in IGIB was balanced in Q2 2014: 19 funds opened new positions, 19 closed out, 87 added to existing stakes and 90 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $525M. The largest seller was Wells Fargo, cutting an estimated $62.2M.

  • 230 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2014, down from 232 in Q1 2014.
  • Funds reported $3.88B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2014, up 19% quarter-over-quarter.
  • 19 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2014 and 19 closed out, a net change of 0 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2014 was Franklin Resources, an estimated $525M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2014 was Wells Fargo, an estimated $62.2M sold.

Based on aggregated 13F filings for Q2 2014.