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iShares 5-10 Year Investment Grade Corporate Bond ETF

253 hedge funds and large institutions have $4.22B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 109 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $852K | Put options by funds: $277K

27% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 86

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

5.79% more ownership

Funds ownership: 138.48%144.28% (+5.8%)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 256253 (-3)

22% less capital invested

Capital invested by funds: $5.43B → $4.22B (-$1.21B)

Holders
253
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
6.74%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
28
Increased
109
Reduced
86
Closed
28
Calls
$852K
Puts
$277K
Net Calls
+$575K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$12.1M +$820K +14,876 +7%
BFA
52
BlackRock Fund Advisors
California
$11.9M +$9.18M +166,558 +344%
ZB
53
Zions Bancorporation
Utah
$11.4M +$11.4M +206,134 New
OC
54
Oppenheimer & Co
New York
$11.4M -$34.1K -618 -0.3%
PP
55
Palladium Partners
Virginia
$11.4M +$97K +1,760 +0.9%
Citigroup
56
Citigroup
New York
$11M +$7.24M +131,280 +193%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$10M +$1.61M +29,120 +19%
Jane Street
58
Jane Street
New York
$9.84M +$3.69M +66,984 +60%
HPC
59
HM Payson & Co
Maine
$9.46M +$307K +5,568 +3%
DIP
60
DT Investment Partners
Pennsylvania
$9.26M +$217K +3,928 +2%
EWM
61
Evercore Wealth Management
New York
$8.98M +$1.39M +25,300 +18%
VFS
62
VSR Financial Services
Kansas
$8.95M +$665K +12,064 +8%
FPFS
63
First Personal Financial Services
North Carolina
$8.55M -$500K -9,074 -6%
CPC
64
Cookson Peirce & Co
Pennsylvania
$8.5M +$180K +3,260 +2%
William Blair & Company
65
William Blair & Company
Illinois
$8.35M +$1.08M +19,600 +15%
ACP
66
Ashfield Capital Partners
California
$8.19M +$71.2K +1,292 +0.9%
Ameriprise
67
Ameriprise
Minnesota
$8.09M +$3.87M +70,268 +92%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$7.45M +$7.42M +134,606 New
EPP
69
ETF Portfolio Partners
Kansas
$7.29M -$7.61K -138 -0.1%
SAS
70
Stelac Advisory Services
New York
$7.18M -$239K -4,340 -3%
IFA
71
Interactive Financial Advisors
Illinois
$6.61M -$469K -8,508 -7%
FM
72
Foster & Motley
Ohio
$6.54M -$842K -15,266 -11%
Nisa Investment Advisors
73
Nisa Investment Advisors
Missouri
$6.5M +$25.4K +460 +0.4%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$6.12M +$592K +10,746 +11%
AIM
75
Aspen Investment Management
Michigan
$5.91M -$41K -744 -0.7%

IGIB Hedge Fund Activity: Q1 2015 in Review

253 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2015, worth a combined $4.22B — down 22% from $5.43B a quarter earlier.

Fund positioning in IGIB was balanced in Q1 2015: 28 funds opened new positions, 28 closed out, 109 added to existing stakes and 86 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $291M. The largest seller was Fidelity Investments, cutting an estimated $103M.

  • 253 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2015, down from 256 in Q4 2014.
  • Funds reported $4.22B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2015, down 22% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2015 and 28 closed out, a net change of 0 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2015 was HighTower Advisors, an estimated $291M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2015 was Fidelity Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2015.