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iShares 5-10 Year Investment Grade Corporate Bond ETF

339 hedge funds and large institutions have $4.93B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 158 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

77,487% more call options, than puts

Call options by funds: $213M | Put options by funds: $275K

49% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 106

12% more funds holding in top 10

Funds holding in top 10: 3438 (+4)

6% more capital invested

Capital invested by funds: $4.67B → $4.93B (+$264M)

10% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 31

1.25% less ownership

Funds ownership: 143.22%141.97% (-1.2%)

3% less funds holding

Funds holding: 348339 (-9)

Holders
339
Holders Change
-9
Holders Change %
-2.59%
% of All Funds
8.45%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.95%
New
28
Increased
158
Reduced
106
Closed
31
Calls
$213M
Puts
$275K
Net Calls
+$213M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$6.89M -$761K -13,874 -10%
CAL
77
Capital Analysts LLC
Pennsylvania
$6.75M +$445K +8,114 +7%
IFA
78
Interactive Financial Advisors
Illinois
$6.61M +$131K +2,382 +2%
EWM
79
Evercore Wealth Management
New York
$6.61M +$144K +2,620 +2%
PA
80
Probity Advisors
Texas
$6.26M +$489K +8,918 +8%
FWIA
81
Fort Washington Investment Advisors
Ohio
$6.25M -$2.9M -52,842 Closed
BAC
82
Boys Arnold & Co
North Carolina
$6.17M +$763K +13,924 +14%
PAG
83
Private Advisor Group
New Jersey
$6.13M +$283K +5,158 +5%
Citigroup
84
Citigroup
New York
$6.07M -$4.43M -80,786 -42%
VFA
85
Voya Financial Advisors
Connecticut
$6.01M +$1.28M +23,418 +27%
AWMS
86
Advocacy Wealth Management Services
Georgia
$6M -$3.45M -62,930 -37%
HCP
87
Holt Capital Partners
Texas
$5.8M +$96.5K +1,760 +2%
OAM
88
Oppenheimer Asset Management
New York
$5.77M +$76.9K +1,402 +1%
CS
89
Comerica Securities
Michigan
$5.72M +$1.01M +18,446 +22%
First Trust Advisors
90
First Trust Advisors
Illinois
$5.7M -$232K -4,234 -4%
AI
91
Atria Investments
North Carolina
$5.6M +$156K +2,846 +3%
CCWA
92
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.48M -$1.15M -21,040 -17%
BTS
93
BB&T Securities
Virginia
$5.47M -$135K -2,466 -2%
DWM
94
Destination Wealth Management
California
$5.4M +$526K +9,588 +11%
PWPCM
95
Perella Weinberg Partners Capital Management
New York
$5.35M
AIM
96
Aspen Investment Management
Michigan
$5.22M -$532K -9,700 -9%
Wolverine Trading
97
Wolverine Trading
Illinois
$5.17M -$1.62M -29,620 -24%
PP
98
Palladium Partners
Virginia
$5.04M -$131K -2,390 -3%
ACP
99
Aviance Capital Partners
Florida
$5.03M +$253K +4,618 +5%
SS
100
Simplicity Solutions
Minnesota
$4.96M +$487K +8,888 +11%

IGIB Hedge Fund Activity: Q2 2017 in Review

339 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2017, worth a combined $4.93B — up 5.6% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of IGIB and 28 opened new positions — a net loss of 3 holders — while 106 trimmed existing stakes and 158 added.

The largest buyer was Park Avenue Securities, opening a new position worth an estimated $88.4M. The largest seller was UBS Group, cutting an estimated $204M.

  • 339 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2017, down from 348 in Q1 2017.
  • Funds reported $4.93B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2017, up 5.6% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2017 and 31 closed out, a net change of -3 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2017 was Park Avenue Securities, an estimated $88.4M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2017 was UBS Group, an estimated $204M sold.

Based on aggregated 13F filings for Q2 2017.