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iShares 5-10 Year Investment Grade Corporate Bond ETF

395 hedge funds and large institutions have $5.83B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 143 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 22

31% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 109

28% more call options, than puts

Call options by funds: $459K | Put options by funds: $360K

17% more funds holding

Funds holding: 337395 (+58)

8% more funds holding in top 10

Funds holding in top 10: 3740 (+3)

7% more capital invested

Capital invested by funds: $5.45B → $5.83B (+$376M)

4.92% more ownership

Funds ownership: 152.85%157.77% (+4.9%)

Holders
395
Holders Change
+58
Holders Change %
+17.21%
% of All Funds
8.96%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.91%
New
81
Increased
143
Reduced
109
Closed
22
Calls
$459K
Puts
$360K
Net Calls
+$99K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$16.2M +$5.65M +103,008 +53%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$15.5M +$1.72M +31,450 +12%
TC
53
Telemus Capital
Michigan
$14.9M +$609K +11,106 +4%
JP Morgan Chase
54
JP Morgan Chase
New York
$14.9M +$1.2M +21,824 +9%
Comerica Bank
55
Comerica Bank
Texas
$14.7M -$2.1M -38,330 -12%
Truist Financial
56
Truist Financial
North Carolina
$14.1M +$321K +5,850 +2%
OCM
57
One Capital Management
California
$13.1M +$1.86M +33,878 +16%
First Trust Advisors
58
First Trust Advisors
Illinois
$13M -$7.34K -134 -0.1%
NC
59
NewSquare Capital
Pennsylvania
$12.1M -$18M -328,130 -60%
NYLIM
60
New York Life Investment Management
New York
$11.6M
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$11.4M +$5.19M +94,734 +83%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$11M -$622K -11,346 -5%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$10.6M -$2.53M -46,122 -19%
AFS
64
Amtrust Financial Services
New York
$10.4M
SCA
65
Snowden Capital Advisors
New York
$10.3M +$396K +7,232 +4%
HPC
66
HM Payson & Co
Maine
$10.1M -$16.3K -298 -0.2%
QFA
67
Quattro Financial Advisors
Texas
$10M -$424K -7,732 -4%
AIM
68
Acropolis Investment Management
Missouri
$9.89M -$452K -8,256 -4%
BCI
69
Brinker Capital Investments
Pennsylvania
$9.44M -$658 -12 -0%
GC
70
Gilbert & Cook
Iowa
$9.31M +$951K +17,354 +11%
1IA
71
1834 Investment Advisors
Wisconsin
$9.12M +$147K +2,682 +2%
EPP
72
ETF Portfolio Partners
Kansas
$8.93M +$184K +3,366 +2%
FLA
73
Financial Life Advisors
Texas
$8.86M +$8.89M +162,178 New
CIM
74
Confluence Investment Management
Missouri
$8.78M +$278K +5,080 +3%
MGIA
75
Matthew Goff Investment Advisor
Texas
$8.54M -$155K -2,836 -2%

IGIB Hedge Fund Activity: Q4 2017 in Review

395 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2017, worth a combined $5.83B — up 6.9% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IGIB positions and 22 closed out — a net gain of 59 holders — while 143 added to existing stakes and 109 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $85.2M. The largest seller was AssetMark Inc, cutting an estimated $37.9M.

  • 395 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2017, up from 337 in Q3 2017.
  • Funds reported $5.83B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2017, up 6.9% quarter-over-quarter.
  • 81 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2017 and 22 closed out, a net change of +59 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2017 was Envestnet Asset Management, an estimated $85.2M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2017 was AssetMark Inc, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2017.