We are live on ! Find out more
IGIB icon

iShares 5-10 Year Investment Grade Corporate Bond ETF

230 hedge funds and large institutions have $3.88B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $3.25B → $3.88B (+$629M)

18.37% more ownership

Funds ownership: 118.03%136.4% (+18%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1% less funds holding

Funds holding: 232230 (-2)

3% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 90

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.66%
New
19
Increased
87
Reduced
90
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LG
76
Leuthold Group
Minnesota
$4.93M -$97.3K -1,774 -2%
WF
77
WealthTrust Fairport
Ohio
$4.63M -$1.22M -22,166 -21%
VFS
78
VSR Financial Services
Kansas
$4.6M +$1.14M +20,782 +33%
HJA
79
Hugh Johnson Advisors
New York
$4.55M -$237K -4,320 -5%
TNBTD
80
Trustmark National Bank Trust Department
Mississippi
$4.51M -$568K -10,350 -11%
ECM
81
Exchange Capital Management
Michigan
$4.27M +$81.7K +1,490 +2%
CC
82
Courier Capital
New York
$4.27M
ASN
83
Advisory Services Network
Georgia
$4.25M +$143K +2,604 +3%
RCM
84
Rotella Capital Management
Washington
$4.15M +$2.2M +40,100 +114%
NC
85
NewSquare Capital
Pennsylvania
$4.04M -$760K -13,852 -16%
FM
86
Forward Management
California
$4.02M +$127K +2,320 +3%
Barclays
87
Barclays
United Kingdom
$3.94M -$145K -2,636 -4%
BAC
88
Boys Arnold & Co
North Carolina
$3.87M -$196K -3,566 -5%
MIU
89
Man Investments (UK)
United Kingdom
$3.71M -$840K -15,320 -19%
HCMT
90
Highland Capital Management (Tennessee)
Tennessee
$3.67M +$506K +9,228 +16%
Ameriprise
91
Ameriprise
Minnesota
$3.47M +$149K +2,726 +5%
Jane Street
92
Jane Street
New York
$3.46M -$28.5M -519,510 -89%
QAM
93
Quantres Asset Management
Cayman Islands
$3.43M +$2.74M +49,894 +402%
BC
94
Bartlett & Co
Ohio
$3.42M -$230K -4,190 -6%
FAM
95
Foothills Asset Management
Arizona
$3.4M -$13.5K -246 -0.4%
WPC
96
White Pine Capital
Minnesota
$3.37M +$132K +2,400 +4%
CIM
97
Confluence Investment Management
Missouri
$3.18M -$19.1K -348 -0.6%
LG
98
LaFleur & Godfrey
Michigan
$3.1M -$76.2K -1,390 -2%
DSC
99
Duncker Streett & Co
Missouri
$2.94M +$117K +2,136 +4%
UCFA
100
United Capital Financial Advisors
Texas
$2.79M -$1.86K -34 -0.1%

IGIB Hedge Fund Activity: Q2 2014 in Review

230 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2014, worth a combined $3.88B — up 19% from $3.25B a quarter earlier.

Fund positioning in IGIB was balanced in Q2 2014: 19 funds opened new positions, 19 closed out, 87 added to existing stakes and 90 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $525M. The largest seller was Wells Fargo, cutting an estimated $62.2M.

  • 230 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2014, down from 232 in Q1 2014.
  • Funds reported $3.88B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2014, up 19% quarter-over-quarter.
  • 19 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2014 and 19 closed out, a net change of 0 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2014 was Franklin Resources, an estimated $525M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2014 was Wells Fargo, an estimated $62.2M sold.

Based on aggregated 13F filings for Q2 2014.