We are live on ! Find out more
IGIB icon

iShares 5-10 Year Investment Grade Corporate Bond ETF

253 hedge funds and large institutions have $4.22B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 109 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $852K | Put options by funds: $277K

27% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 86

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

5.79% more ownership

Funds ownership: 138.48%144.28% (+5.8%)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 256253 (-3)

22% less capital invested

Capital invested by funds: $5.43B → $4.22B (-$1.21B)

Holders
253
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
6.74%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
28
Increased
109
Reduced
86
Closed
28
Calls
$852K
Puts
$277K
Net Calls
+$575K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
WF
76
WealthTrust Fairport
Ohio
$5.86M +$425K +7,706 +8%
BIM
77
BlackRock Investment Management
Delaware
$5.7M +$1.07M +19,338 +23%
WT
78
Whittier Trust
California
$5.64M -$1.06M -19,316 -16%
JP Morgan Chase
79
JP Morgan Chase
New York
$5.62M +$3.13M +56,732 +127%
CMP
80
Courage Miller Partners
Virginia
$5.61M -$703K -12,756 -11%
DADC
81
D.A. Davidson & Co
Montana
$5.57M -$756K -13,708 -12%
CIM
82
Confluence Investment Management
Missouri
$5.57M -$2.59M -46,994 -32%
AA
83
Apriem Advisors
California
$5.49M -$56.1K -1,018 -1%
GWA
84
Genesis Wealth Advisors
Massachusetts
$5.36M +$178K +3,220 +3%
AIP
85
Ameritas Investment Partners
Nebraska
$5.35M +$25.6K +464 +0.5%
T
86
Thomaspartners
Massachusetts
$5.33M +$93.7K +1,700 +2%
Barclays
87
Barclays
United Kingdom
$5M -$37.9M -687,936 -88%
BAC
88
Boys Arnold & Co
North Carolina
$4.86M +$316K +5,732 +7%
MA
89
MUFG Americas
New York
$4.32M +$2.05M +37,200 +91%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$4.24M +$1.28M +23,296 +44%
CC
91
Courier Capital
New York
$4.07M -$71.9K -1,304 -2%
FM
92
Forward Management
California
$4.01M +$10.1K +184 +0.3%
ECM
93
Exchange Capital Management
Michigan
$3.95M -$197K -3,582 -5%
HJA
94
Hugh Johnson Advisors
New York
$3.85M -$225K -4,090 -6%
PPA
95
Parametric Portfolio Associates
Washington
$3.84M +$44.9K +814 +1%
IP
96
Investment Partners
Ohio
$3.68M +$14.3K +260 +0.4%
WPC
97
White Pine Capital
Minnesota
$3.51M +$148K +2,690 +4%
FAM
98
Foothills Asset Management
Arizona
$3.5M +$29.9K +542 +0.9%
UCFA
99
United Capital Financial Advisors
Texas
$3.4M -$436K -7,914 -11%
BCM
100
Bluefin Capital Management
New York
$3.25M -$201K -3,654 -6%

IGIB Hedge Fund Activity: Q1 2015 in Review

253 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2015, worth a combined $4.22B — down 22% from $5.43B a quarter earlier.

Fund positioning in IGIB was balanced in Q1 2015: 28 funds opened new positions, 28 closed out, 109 added to existing stakes and 86 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $291M. The largest seller was Fidelity Investments, cutting an estimated $103M.

  • 253 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2015, down from 256 in Q4 2014.
  • Funds reported $4.22B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2015, down 22% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2015 and 28 closed out, a net change of 0 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2015 was HighTower Advisors, an estimated $291M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2015 was Fidelity Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2015.