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iShares 5-10 Year Investment Grade Corporate Bond ETF

337 hedge funds and large institutions have $5.45B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 143 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $474K | Put options by funds: $242K

40% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 102

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

10.88% more ownership

Funds ownership: 141.97%152.85% (+11%)

11% more capital invested

Capital invested by funds: $4.93B → $5.45B (+$519M)

1% less funds holding

Funds holding: 339337 (-2)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
337
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
8.4%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.92%
New
26
Increased
143
Reduced
102
Closed
23
Calls
$474K
Puts
$242K
Net Calls
+$232K
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$13.8M +$1.46M +26,464 +12%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$13.2M -$5.71M -103,756 -30%
First Trust Advisors
53
First Trust Advisors
Illinois
$13.1M +$7.38M +133,980 +129%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$12.6M +$2.08M +37,774 +20%
NC
55
NewSquare Capital
Pennsylvania
$12.4M +$17.4M +316,440 +136%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$11.7M +$1.25M +22,762 +12%
NYLIM
57
New York Life Investment Management
New York
$11.7M +$8.95M +162,552 +325%
OCM
58
One Capital Management
California
$11.4M +$11.4M +206,726 New
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$10.7M +$1.55M +28,062 +17%
QFA
60
Quattro Financial Advisors
Texas
$10.6M -$6.52M -118,396 -38%
AFS
61
Amtrust Financial Services
New York
$10.5M +$10.5M +191,004 New
AIM
62
Acropolis Investment Management
Missouri
$10.4M -$326K -5,920 -3%
HPC
63
HM Payson & Co
Maine
$10.3M +$376K +6,836 +4%
SCA
64
Snowden Capital Advisors
New York
$10M +$443K +8,044 +5%
BCI
65
Brinker Capital Investments
Pennsylvania
$9.52M -$6.39K -116 -0.1%
1IA
66
1834 Investment Advisors
Wisconsin
$9.05M -$4.41K -80 -0%
SB
67
Suntrust Banks
Georgia
$8.91M +$874K +15,868 +11%
EPP
68
ETF Portfolio Partners
Kansas
$8.82M -$194K -3,532 -2%
MGIA
69
Matthew Goff Investment Advisor
Texas
$8.77M +$8.77M +159,208 New
QCMNJ
70
Quantum Capital Management (New Jersey)
New Jersey
$8.71M +$4.18K +76 +0%
CIM
71
Confluence Investment Management
Missouri
$8.57M +$1.28M +23,334 +18%
GC
72
Gilbert & Cook
Iowa
$8.44M +$336K +6,102 +4%
AP
73
AHL Partners
United Kingdom
$8.19M -$618K -11,230 -7%
AIMU
74
Allianz Investment Management US
Minnesota
$7.94M
SI
75
SII Investments
Wisconsin
$7.61M -$835K -15,166 -10%

IGIB Hedge Fund Activity: Q3 2017 in Review

337 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 Q3 2017, worth a combined $5.45B — up 11% from $4.93B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IGIB positions and 23 closed out — a net gain of 3 holders — while 143 added to existing stakes and 102 trimmed.

The largest buyer was UBS Group, adding an estimated $258M. The largest seller was Park Avenue Securities, exiting entirely with an estimated $87.9M sold.

  • 337 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2017, down from 339 in Q2 2017.
  • Funds reported $5.45B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2017, up 11% quarter-over-quarter.
  • 26 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2017 and 23 closed out, a net change of +3 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2017 was UBS Group, an estimated $258M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2017 was Park Avenue Securities, an estimated $87.9M sold.

Based on aggregated 13F filings for Q3 2017.