iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
235 hedge funds and large institutions have $4.62B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 115 increasing their positions, 73 reducing their positions, and 14 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 73
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
19% more capital invested
Capital invested by funds: $3.88B → $4.62B (+$748M)
2% more funds holding
Funds holding: 230 → 235 (+5)
1.01% more ownership
Funds ownership: 136.4% → 137.41% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 23 → 23 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$56.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$44.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$25.6M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$22.7M |
| 5 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$14.6M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$8.29M |
| 3 |
LPL Financial
San Diego,
California
|
-$7.53M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$6.26M |
| 5 |
JG
Jefferies Group
New York
|
-$5.55M |
IGIB Hedge Fund Activity: Q3 2014 in Review
235 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2014, worth a combined $4.62B — up 19% from $3.88B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IGIB positions and 14 closed out — a net gain of 7 holders — while 115 added to existing stakes and 73 trimmed.
The largest buyer was Franklin Resources, adding an estimated $56.6M. The largest seller was BlackRock Investment Management, cutting an estimated $14.6M.
- 235 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2014, up from 230 in Q2 2014.
- Funds reported $4.62B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2014, up 19% quarter-over-quarter.
- 21 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2014 and 14 closed out, a net change of +7 holders.
- The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2014 was Franklin Resources, an estimated $56.6M added.
- The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2014 was BlackRock Investment Management, an estimated $14.6M sold.
Based on aggregated 13F filings for Q3 2014.