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iShares 5-10 Year Investment Grade Corporate Bond ETF

339 hedge funds and large institutions have $4.93B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 158 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

77,487% more call options, than puts

Call options by funds: $213M | Put options by funds: $275K

49% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 106

12% more funds holding in top 10

Funds holding in top 10: 3438 (+4)

6% more capital invested

Capital invested by funds: $4.67B → $4.93B (+$264M)

10% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 31

1.25% less ownership

Funds ownership: 143.22%141.97% (-1.2%)

3% less funds holding

Funds holding: 348339 (-9)

Holders
339
Holders Change
-9
Holders Change %
-2.59%
% of All Funds
8.45%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.95%
New
28
Increased
158
Reduced
106
Closed
31
Calls
$213M
Puts
$275K
Net Calls
+$213M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$13.6M +$708K +12,906 +5%
NC
52
NewSquare Capital
Pennsylvania
$12.8M -$386K -7,044 -3%
JP Morgan Chase
53
JP Morgan Chase
New York
$12.3M +$731K +13,330 +6%
AIM
54
Acropolis Investment Management
Missouri
$10.7M -$231K -4,212 -2%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$10.5M +$2.45M +44,620 +30%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$10.5M +$41.4K +756 +0.4%
RBC
57
Ronald Blue & Co
Georgia
$10.3M +$1.89M +34,534 +23%
HPC
58
HM Payson & Co
Maine
$9.84M +$753K +13,732 +8%
SCA
59
Snowden Capital Advisors
New York
$9.54M +$317K +5,788 +3%
BCI
60
Brinker Capital Investments
Pennsylvania
$9.5M +$62.8K +1,146 +0.7%
Jane Street
61
Jane Street
New York
$9.19M +$9.18M +167,506 New
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$9.09M +$4.45M +81,254 +96%
1IA
63
1834 Investment Advisors
Wisconsin
$9.02M -$60.2K -1,098 -0.7%
EPP
64
ETF Portfolio Partners
Kansas
$8.98M +$739K +13,474 +9%
AP
65
AHL Partners
United Kingdom
$8.78M +$4.85M +88,462 +124%
QCMNJ
66
Quantum Capital Management (New Jersey)
New Jersey
$8.67M +$114K +2,088 +1%
SI
67
SII Investments
Wisconsin
$8.43M +$3.98M +72,588 +90%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$8.21M +$1.33M +24,326 +19%
GC
69
Gilbert & Cook
Iowa
$8.07M +$655K +11,954 +9%
SB
70
Suntrust Banks
Georgia
$8.01M +$1.31M +23,826 +20%
AIMU
71
Allianz Investment Management US
Minnesota
$7.92M
MIH
72
Madison Investment Holdings
Wisconsin
$7.74M -$747K -13,618 -9%
FPFS
73
First Personal Financial Services
North Carolina
$7.36M -$162K -2,960 -2%
CIM
74
Confluence Investment Management
Missouri
$7.26M +$246K +4,478 +4%
MIAN
75
Mariner Independent Advisor Network
Kansas
$6.97M +$4.98M +90,796 +251%

IGIB Hedge Fund Activity: Q2 2017 in Review

339 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2017, worth a combined $4.93B — up 5.6% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of IGIB and 28 opened new positions — a net loss of 3 holders — while 106 trimmed existing stakes and 158 added.

The largest buyer was Park Avenue Securities, opening a new position worth an estimated $88.4M. The largest seller was UBS Group, cutting an estimated $204M.

  • 339 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2017, down from 348 in Q1 2017.
  • Funds reported $4.93B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2017, up 5.6% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2017 and 31 closed out, a net change of -3 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2017 was Park Avenue Securities, an estimated $88.4M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2017 was UBS Group, an estimated $204M sold.

Based on aggregated 13F filings for Q2 2017.