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iShares 5-10 Year Investment Grade Corporate Bond ETF

212 hedge funds and large institutions have $5.34B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 97 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $4.14B → $5.34B (+$1.2B)

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0.81% more ownership

Funds ownership: 113.76%114.56% (+0.81%)

0% less funds holding

Funds holding: 213212 (-1)

13% less funds holding in top 10

Funds holding in top 10: 2421 (-3)

24% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 97

Holders
212
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
6.87%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.68%
New
21
Increased
74
Reduced
97
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$4.82M -$5.19M -96,584 -52%
Prudential Financial
77
Prudential Financial
New Jersey
$4.7M +$3.31M +61,600 +241%
WF
78
WealthTrust Fairport
Ohio
$4.69M +$146K +2,710 +3%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$4.58M -$6.61M -123,030 -59%
T
80
Thomaspartners
Massachusetts
$4.57M +$214K +3,974 +5%
TNBTD
81
Trustmark National Bank Trust Department
Mississippi
$4.44M
N
82
Nuveen
North Carolina
$3.99M
FM
83
Forward Management
California
$3.85M -$39.6K -736 -1%
ASN
84
Advisory Services Network
Georgia
$3.85M -$63.3K -1,178 -2%
Nomura Holdings
85
Nomura Holdings
Japan
$3.84M -$95.5K -1,776 -2%
MNA
86
Manning & Napier Advisors
New York
$3.67M
BC
87
Bartlett & Co
Ohio
$3.62M -$2.19M -40,820 -38%
Invesco
88
Invesco
Georgia
$3.57M -$1.11M -20,730 -24%
LG
89
LaFleur & Godfrey
Michigan
$3.51M -$67.7K -1,260 -2%
Ameriprise
90
Ameriprise
Minnesota
$3.49M -$1.56M -29,074 -31%
RJA
91
Raymond James & Associates
Florida
$3.47M -$496K -9,220 -13%
BFA
92
Beaumont Financial Advisors
Massachusetts
$3.45M -$593K -11,038 -15%
HCMT
93
Highland Capital Management (Tennessee)
Tennessee
$3.24M -$10.6M -197,974 -77%
WPC
94
White Pine Capital
Minnesota
$3.13M +$87.1K +1,620 +3%
ECM
95
Exchange Capital Management
Michigan
$3.07M -$27.1K -504 -0.9%
Citigroup
96
Citigroup
New York
$2.93M +$111K +2,068 +4%
JP Morgan Chase
97
JP Morgan Chase
New York
$2.91M -$6.88K -128 -0.2%
BAC
98
Boys Arnold & Co
North Carolina
$2.5M -$173K -3,218 -6%
UCFA
99
United Capital Financial Advisors
Texas
$2.39M -$403K -7,494 -14%
VFS
100
VSR Financial Services
Kansas
$2.26M +$219K +4,084 +11%

IGIB Hedge Fund Activity: Q3 2013 in Review

212 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2013, worth a combined $5.34B — up 29% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGIB positions and 20 closed out — a net gain of 1 holder — while 74 added to existing stakes and 97 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $70.3M. The largest seller was BlackRock Advisors, exiting entirely with an estimated $71.2M sold.

  • 212 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2013, down from 213 in Q2 2013.
  • Funds reported $5.34B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2013, up 29% quarter-over-quarter.
  • 21 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2013 and 20 closed out, a net change of +1 holder.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2013 was Charles Schwab Investment Advisory, an estimated $70.3M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2013 was BlackRock Advisors, an estimated $71.2M sold.

Based on aggregated 13F filings for Q3 2013.