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iShares 5-10 Year Investment Grade Corporate Bond ETF

395 hedge funds and large institutions have $5.83B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 143 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 22

31% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 109

28% more call options, than puts

Call options by funds: $459K | Put options by funds: $360K

17% more funds holding

Funds holding: 337395 (+58)

8% more funds holding in top 10

Funds holding in top 10: 3740 (+3)

7% more capital invested

Capital invested by funds: $5.45B → $5.83B (+$376M)

4.92% more ownership

Funds ownership: 152.85%157.77% (+4.9%)

Holders
395
Holders Change
+58
Holders Change %
+17.21%
% of All Funds
8.96%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.91%
New
81
Increased
143
Reduced
109
Closed
22
Calls
$459K
Puts
$360K
Net Calls
+$99K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Comerica Securities
Michigan
$8.2M +$2.02M +36,886 +33%
AIMU
77
Allianz Investment Management US
Minnesota
$7.87M
QCMNJ
78
Quantum Capital Management (New Jersey)
New Jersey
$7.84M -$788K -14,372 -9%
SB
79
Suntrust Banks
Georgia
$7.47M -$1.37M -24,972 -15%
A
80
AdvicePeriod
California
$7.31M +$7.33M +133,792 New
CAL
81
Capital Analysts LLC
Pennsylvania
$7.2M +$400K +7,296 +6%
IFA
82
Interactive Financial Advisors
Illinois
$6.98M -$212K -3,864 -3%
MIFH
83
Migdal Insurance & Financial Holdings
Israel
$6.93M +$66.3K +1,210 +1%
PI
84
PFS Investments
Georgia
$6.86M +$6.93M +126,460 New
EIG
85
Ellenbecker Investment Group
Wisconsin
$6.84M +$6.87M +125,268 New
MIAN
86
Mariner Independent Advisor Network
Kansas
$6.82M +$5.12M +93,386 +293%
VFA
87
Voya Financial Advisors
Connecticut
$6.76M +$382K +6,970 +6%
BAC
88
Boys Arnold & Co
North Carolina
$6.72M +$430K +7,848 +7%
FPFS
89
First Personal Financial Services
North Carolina
$6.71M -$345K -6,302 -5%
EWM
90
Evercore Wealth Management
New York
$6.61M -$21.9K -400 -0.3%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$6.55M -$227K -4,150 -3%
OAM
92
Oppenheimer Asset Management
New York
$5.96M
HCP
93
Holt Capital Partners
Texas
$5.78M -$53.5K -976 -0.9%
ACM
94
Arlington Capital Management
Illinois
$5.64M +$5.66M +103,338 New
GBT
95
Grove Bank & Trust
Florida
$5.62M +$168K +3,058 +3%
SI
96
SII Investments
Wisconsin
$5.59M -$1.96M -35,774 -26%
AP
97
AHL Partners
United Kingdom
$5.58M -$2.55M -46,582 -31%
PA
98
Probity Advisors
Texas
$5.55M -$1.17M -21,352 -17%
IH
99
IFC Holdings
Florida
$5.53M +$526K +9,598 +10%
NA
100
NewEdge Advisors
Louisiana
$5.48M +$968K +17,662 +21%

IGIB Hedge Fund Activity: Q4 2017 in Review

395 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2017, worth a combined $5.83B — up 6.9% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IGIB positions and 22 closed out — a net gain of 59 holders — while 143 added to existing stakes and 109 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $85.2M. The largest seller was AssetMark Inc, cutting an estimated $37.9M.

  • 395 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2017, up from 337 in Q3 2017.
  • Funds reported $5.83B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2017, up 6.9% quarter-over-quarter.
  • 81 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2017 and 22 closed out, a net change of +59 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2017 was Envestnet Asset Management, an estimated $85.2M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2017 was AssetMark Inc, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2017.