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iShares 5-10 Year Investment Grade Corporate Bond ETF

428 hedge funds and large institutions have $7.09B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 185 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

70,021% more call options, than puts

Call options by funds: $215M | Put options by funds: $307K

65% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 112

64% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 33

36% more capital invested

Capital invested by funds: $5.21B → $7.09B (+$1.88B)

9.24% more ownership

Funds ownership: 81.87%91.11% (+9.2%)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

5% more funds holding

Funds holding: 409428 (+19)

Holders
428
Holders Change
+19
Holders Change %
+4.65%
% of All Funds
9.39%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.77%
New
54
Increased
185
Reduced
112
Closed
33
Calls
$215M
Puts
$307K
Net Calls
+$215M
Net Calls Change
+$215M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
51
Davenport & Co
Virginia
$16.5M -$126K -2,197 -0.8%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$15.5M +$435K +7,566 +3%
HW
53
Hancock Whitney
Mississippi
$15.5M -$243K -4,227 -2%
BCM
54
Brookstone Capital Management
Illinois
$15.4M -$2.72M -47,333 -15%
PG
55
Proffitt & Goodson
Tennessee
$15.3M +$3.11M +54,042 +26%
BWM
56
BerganKDV Wealth Management
Minnesota
$14.8M +$230 +4 +0%
JIR
57
James Investment Research
Ohio
$14.7M +$3.28M +57,157 +29%
MPW
58
MA Private Wealth
California
$14.5M +$768K +13,366 +6%
NAM
59
NorthCoast Asset Management
Connecticut
$14.3M -$12.6M -218,687 -47%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$14M +$349K +6,077 +3%
AIA
61
Ally Invest Advisors
North Carolina
$13.8M +$1.17M +20,351 +9%
B
62
Bailard
California
$13.5M +$4M +69,611 +42%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$12.6M +$3.52M +61,188 +39%
LG
64
Leuthold Group
Minnesota
$12.1M +$721K +12,553 +6%
Citigroup
65
Citigroup
New York
$11.8M +$1.48M +25,816 +14%
FA
66
FDx Advisors
Illinois
$11.7M +$2.24M +39,042 +24%
SB
67
Suntrust Banks
Georgia
$11.3M +$1.57M +27,248 +16%
Mitsubishi UFJ Trust & Banking
68
Mitsubishi UFJ Trust & Banking
Japan
$11M
BCI
69
Brinker Capital Investments
Pennsylvania
$10.7M -$5.19M -90,311 -33%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$10.6M +$919K +15,987 +10%
EPP
71
ETF Portfolio Partners
Kansas
$10.1M +$209K +3,639 +2%
Truist Financial
72
Truist Financial
North Carolina
$9.83M -$2.06M -35,907 -17%
RRWA
73
Rainey & Randall Wealth Advisors
Florida
$9.7M +$353K +6,147 +4%
GBT
74
Grove Bank & Trust
Florida
$9.02M -$110K -1,909 -1%
CIM
75
Confluence Investment Management
Missouri
$8.58M +$478K +8,311 +6%

IGIB Hedge Fund Activity: Q3 2019 in Review

428 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2019, worth a combined $7.09B — up 36% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IGIB positions and 33 closed out — a net gain of 21 holders — while 185 added to existing stakes and 112 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $940M. The largest seller was Liberty Mutual Group Asset Management, exiting entirely with an estimated $75.2M sold.

  • 428 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2019, up from 409 in Q2 2019.
  • Funds reported $7.09B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2019, up 36% quarter-over-quarter.
  • 54 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2019 and 33 closed out, a net change of +21 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2019 was Prudential plc, an estimated $940M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2019 was Liberty Mutual Group Asset Management, an estimated $75.2M sold.

Based on aggregated 13F filings for Q3 2019.