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iShares 5-10 Year Investment Grade Corporate Bond ETF

386 hedge funds and large institutions have $4.98B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 395386 (-9)

8% less funds holding in top 10

Funds holding in top 10: 4037 (-3)

10% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 146

13% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 45

13.79% less ownership

Funds ownership: 157.77%143.98% (-14%)

15% less capital invested

Capital invested by funds: $5.83B → $4.98B (-$853M)

Holders
386
Holders Change
-9
Holders Change %
-2.28%
% of All Funds
8.85%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.85%
New
39
Increased
131
Reduced
146
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
76
Capital Analysts LLC
Pennsylvania
$7.51M +$443K +8,228 +6%
HCP
77
Holt Capital Partners
Texas
$6.99M +$1.32M +24,490 +23%
EIG
78
Ellenbecker Investment Group
Wisconsin
$6.9M +$183K +3,400 +3%
MIAN
79
Mariner Independent Advisor Network
Kansas
$6.85M +$137K +2,544 +2%
BAC
80
Boys Arnold & Co
North Carolina
$6.82M +$265K +4,926 +4%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$6.8M +$370K +6,870 +6%
SB
82
Suntrust Banks
Georgia
$6.65M -$690K -12,802 -9%
FPFS
83
First Personal Financial Services
North Carolina
$6.54M -$57.6K -1,070 -0.9%
UB
84
UMB Bank
Missouri
$6.52M +$1.76M +32,754 +37%
WA
85
Wealthstar Advisors
Texas
$6.47M +$6.5M +120,704 New
IFA
86
Interactive Financial Advisors
Illinois
$6.47M -$390K -7,242 -6%
MIFH
87
Migdal Insurance & Financial Holdings
Israel
$6.43M -$382K -7,092 -6%
GFPC
88
Global Financial Private Capital
Florida
$6.39M +$1.39M +25,792 +28%
WI
89
WrapManager Inc
California
$6.29M -$14.5M -269,730 -70%
EWM
90
Evercore Wealth Management
New York
$6.25M -$237K -4,400 -4%
GBT
91
Grove Bank & Trust
Florida
$5.72M +$206K +3,832 +4%
NA
92
NewEdge Advisors
Louisiana
$5.27M -$111K -2,060 -2%
PWPCM
93
Perella Weinberg Partners Capital Management
New York
$5.22M
CWM
94
Calamos Wealth Management
Illinois
$5.05M -$210K -3,898 -4%
DWM
95
Destination Wealth Management
California
$5.03M +$328K +6,082 +7%
Renaissance Technologies
96
Renaissance Technologies
New York
$4.98M +$2.39M +44,286 +91%
WAM
97
Watermark Asset Management
California
$4.93M +$503K +9,334 +11%
T
98
Thomaspartners
Massachusetts
$4.91M -$170M -3,156,898 -97%
CMP
99
Courage Miller Partners
Virginia
$4.91M +$89.2K +1,656 +2%
DADC
100
D.A. Davidson & Co
Montana
$4.89M +$1.27M +23,494 +35%

IGIB Hedge Fund Activity: Q1 2018 in Review

386 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2018, worth a combined $4.98B — down 15% from $5.83B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of IGIB and 39 opened new positions — a net loss of 6 holders — while 146 trimmed existing stakes and 131 added.

The largest buyer was Allianz Investment Management US, adding an estimated $58.8M. The largest seller was Envestnet Asset Management, cutting an estimated $204M.

  • 386 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2018, down from 395 in Q4 2017.
  • Funds reported $4.98B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2018, down 15% quarter-over-quarter.
  • 39 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2018 and 45 closed out, a net change of -6 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2018 was Allianz Investment Management US, an estimated $58.8M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2018.