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iShares 5-10 Year Investment Grade Corporate Bond ETF

386 hedge funds and large institutions have $4.98B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 395386 (-9)

8% less funds holding in top 10

Funds holding in top 10: 4037 (-3)

10% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 146

13% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 45

13.79% less ownership

Funds ownership: 157.77%143.98% (-14%)

15% less capital invested

Capital invested by funds: $5.83B → $4.98B (-$853M)

Holders
386
Holders Change
-9
Holders Change %
-2.28%
% of All Funds
8.85%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.85%
New
39
Increased
131
Reduced
146
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$14.1M +$224K +4,156 +2%
OCM
52
One Capital Management
California
$13.5M +$651K +12,088 +5%
First Trust Advisors
53
First Trust Advisors
Illinois
$12.6M -$113K -2,098 -0.9%
NC
54
NewSquare Capital
Pennsylvania
$12.4M +$541K +10,038 +5%
TC
55
Trilogy Capital
California
$12.4M -$9.01M -167,320 -42%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$11.8M +$669K +12,416 +6%
ECM
57
ETrade Capital Management
Virginia
$11.7M -$5.05M -93,832 -30%
JP Morgan Chase
58
JP Morgan Chase
New York
$11.4M -$3.22M -59,740 -22%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$10.7M +$341K +6,334 +3%
FLA
60
Financial Life Advisors
Texas
$10.4M +$1.7M +31,588 +19%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.3M -$13.9M -258,958 -57%
GC
62
Gilbert & Cook
Iowa
$10.3M +$1.13M +21,068 +12%
AFS
63
Amtrust Financial Services
New York
$10.2M
BCI
64
Brinker Capital Investments
Pennsylvania
$9.8M +$530K +9,842 +6%
AIM
65
Acropolis Investment Management
Missouri
$9.75M +$38.8K +720 +0.4%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$9.61M -$1.23M -22,790 -11%
SCA
67
Snowden Capital Advisors
New York
$9.42M -$723K -13,428 -7%
HPC
68
HM Payson & Co
Maine
$9.08M -$888K -16,476 -9%
EPP
69
ETF Portfolio Partners
Kansas
$8.89M +$126K +2,334 +1%
1IA
70
1834 Investment Advisors
Wisconsin
$8.78M -$171K -3,178 -2%
CS
71
Comerica Securities
Michigan
$8.56M +$509K +9,454 +6%
MGIA
72
Matthew Goff Investment Advisor
Texas
$8.16M -$221K -4,102 -3%
A
73
AdvicePeriod
California
$7.65M +$482K +8,956 +7%
CIM
74
Confluence Investment Management
Missouri
$7.59M -$1.03M -19,112 -12%
PVH
75
Psagot Value Holdings
Israel
$7.54M +$3.96M +73,446 +109%

IGIB Hedge Fund Activity: Q1 2018 in Review

386 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2018, worth a combined $4.98B — down 15% from $5.83B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of IGIB and 39 opened new positions — a net loss of 6 holders — while 146 trimmed existing stakes and 131 added.

The largest buyer was Allianz Investment Management US, adding an estimated $58.8M. The largest seller was Envestnet Asset Management, cutting an estimated $204M.

  • 386 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2018, down from 395 in Q4 2017.
  • Funds reported $4.98B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2018, down 15% quarter-over-quarter.
  • 39 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2018 and 45 closed out, a net change of -6 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2018 was Allianz Investment Management US, an estimated $58.8M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2018.