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iShares 5-10 Year Investment Grade Corporate Bond ETF

272 hedge funds and large institutions have $5.08B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 106 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $348K

122% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 18

25% more capital invested

Capital invested by funds: $4.07B → $5.08B (+$1.01B)

8% more funds holding

Funds holding: 253272 (+19)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

9.77% less ownership

Funds ownership: 147.37%137.6% (-9.8%)

12% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 106

Holders
272
Holders Change
+19
Holders Change %
+7.51%
% of All Funds
7.59%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.78%
New
40
Increased
93
Reduced
106
Closed
18
Calls
$1.16M
Puts
$348K
Net Calls
+$814K
Net Calls Change
+$934K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
76
Aspen Investment Management
Michigan
$5.96M +$163K +3,002 +3%
DADC
77
D.A. Davidson & Co
Montana
$5.7M -$49.9K -920 -0.9%
AA
78
Apriem Advisors
California
$5.55M +$19K +350 +0.3%
FM
79
Foster & Motley
Ohio
$5.53M -$797K -14,694 -13%
T
80
Thomaspartners
Massachusetts
$5.43M +$218K +4,010 +4%
BIM
81
BlackRock Investment Management
Delaware
$5.39M -$339K -6,254 -6%
CMP
82
Courage Miller Partners
Virginia
$5.03M -$301K -5,556 -6%
BAC
83
Boys Arnold & Co
North Carolina
$5.03M -$7.59K -140 -0.2%
IFA
84
Interactive Financial Advisors
Illinois
$5.02M -$1.08M -19,864 -18%
AIP
85
Ameritas Investment Partners
Nebraska
$4.96M -$184K -3,388 -4%
SSG
86
Summit Securities Group
New York
$4.93M +$1.68M +31,004 +52%
WT
87
Whittier Trust
California
$4.62M -$91.4K -1,684 -2%
BFA
88
Beaumont Financial Advisors
Massachusetts
$4.57M
MA
89
MUFG Americas
New York
$4.48M -$16.3K -300 -0.4%
HCP
90
Holt Capital Partners
Texas
$4.33M +$454K +8,370 +12%
GLA
91
Great Lakes Advisors
Illinois
$4.33M +$46K +848 +1%
SCM
92
Saba Capital Management
New York
$4.15M +$933K +17,202 +29%
AI
93
Atria Investments
North Carolina
$4.08M +$557K +10,274 +16%
LFG
94
LifePlan Financial Group
Ohio
$4.03M +$3.65M +67,212 +954%
CC
95
Courier Capital
New York
$3.96M
CIM
96
Confluence Investment Management
Missouri
$3.94M -$1.13M -20,746 -22%
LTFS
97
Ladenburg Thalmann Financial Services
Florida
$3.88M -$691K -12,732 -15%
WPC
98
White Pine Capital
Minnesota
$3.77M +$38K +700 +1%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$3.72M +$422K +7,778 +13%
CCT
100
Country Club Trust
Missouri
$3.68M +$445K +8,208 +14%

IGIB Hedge Fund Activity: Q3 2015 in Review

272 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2015, worth a combined $5.08B — up 25% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGIB positions and 18 closed out — a net gain of 22 holders — while 93 added to existing stakes and 106 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $50.7M. The largest seller was HighTower Advisors, cutting an estimated $290M.

  • 272 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2015, up from 253 in Q2 2015.
  • Funds reported $5.08B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2015, up 25% quarter-over-quarter.
  • 40 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2015 and 18 closed out, a net change of +22 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2015 was Raymond James & Associates, an estimated $50.7M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2015 was HighTower Advisors, an estimated $290M sold.

Based on aggregated 13F filings for Q3 2015.