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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

235 hedge funds and large institutions have $4.62B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 115 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 73

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

19% more capital invested

Capital invested by funds: $3.88B → $4.62B (+$748M)

2% more funds holding

Funds holding: 230 → 235 (+5)

1.01% more ownership

Funds ownership: 136.4% → 137.41% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 23 → 23 (0)

Holders
235
Holders Change
+5
Holders Change %
+2.17%
% of All Funds
6.82%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
21
Increased
115
Reduced
73
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$56.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.2M
3
Wells Fargo
Wells Fargo
California
+$25.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$22.7M
5
SMA
Simply Money Advisors
Ohio
+$16.5M

Top Sellers

Rank Fund Capital Flow
1
BIM
BlackRock Investment Management
Delaware
-$14.6M
2
DADC
D.A. Davidson & Co
Montana
-$8.29M
3
LPL Financial
LPL Financial
California
-$7.53M
4
Bank of America
Bank of America
North Carolina
-$6.26M
5
JG
Jefferies Group
New York
-$5.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
76
Aspen Investment Management
Michigan
$5.75M -$135K -2,450 -2%
VFS
77
VSR Financial Services
Kansas
$5.66M +$1.1M +20,110 +24%
CIM
78
Confluence Investment Management
Missouri
$5.65M +$2.51M +45,738 +79%
AA
79
Apriem Advisors
California
$5.54M +$317K +5,778 +6%
T
80
Thomaspartners
Massachusetts
$5.14M +$11K +200 +0.2%
WF
81
WealthTrust Fairport
Ohio
$5.08M +$482K +8,780 +10%
HJA
82
Hugh Johnson Advisors
New York
$4.57M +$57.7K +1,050 +1%
AP
83
AHL Partners
United Kingdom
$4.55M +$4.57M +83,206 New
TNBTD
84
Trustmark National Bank Trust Department
Mississippi
$4.5M +$25K +456 +0.6%
ECM
85
Exchange Capital Management
Michigan
$4.37M +$129K +2,358 +3%
Barclays
86
Barclays
United Kingdom
$4.32M +$423K +7,700 +11%
Jane Street
87
Jane Street
New York
$4.27M +$837K +15,238 +24%
Ameriprise
88
Ameriprise
Minnesota
$4.24M +$797K +14,518 +23%
SCM
89
Saba Capital Management
New York
$4.18M +$4.2M +76,482 New
CC
90
Courier Capital
New York
$4.11M -$119K -2,174 -3%
FM
91
Forward Management
California
$3.98M -$8.35K -152 -0.2%
BAC
92
Boys Arnold & Co
North Carolina
$3.89M +$52.5K +956 +1%
NC
93
NewSquare Capital
Pennsylvania
$3.73M -$282K -5,136 -7%
M&T Bank
94
M&T Bank
New York
$3.64M +$3.2M +58,196 +688%
SSG
95
Summit Securities Group
New York
$3.57M +$3.31M +60,364 +1,227%
QAM
96
Quantres Asset Management
Cayman Islands
$3.45M +$48.5K +884 +1%
FAM
97
Foothills Asset Management
Arizona
$3.45M +$84.6K +1,540 +2%
SG
98
Swarthmore Group
Pennsylvania
$3.45M +$1.11M +20,200 +47%
WPC
99
White Pine Capital
Minnesota
$3.36M +$11K +200 +0.3%
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$3.32M +$1.71M +31,184 +106%
2 3
4
5 6

IGIB Hedge Fund Activity: Q3 2014 in Review

235 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2014, worth a combined $4.62B — up 19% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGIB positions and 14 closed out — a net gain of 7 holders — while 115 added to existing stakes and 73 trimmed.

The largest buyer was Franklin Resources, adding an estimated $56.6M. The largest seller was BlackRock Investment Management, cutting an estimated $14.6M.

  • 235 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2014, up from 230 in Q2 2014.
  • Funds reported $4.62B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2014, up 19% quarter-over-quarter.
  • 21 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2014 and 14 closed out, a net change of +7 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2014 was Franklin Resources, an estimated $56.6M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2014 was BlackRock Investment Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q3 2014.