We are live on ! Find out more
IGIB icon

iShares 5-10 Year Investment Grade Corporate Bond ETF

366 hedge funds and large institutions have $4.98B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 112 increasing their positions, 156 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.95% more ownership

Funds ownership: 143.98%153.93% (+9.9%)

0% less capital invested

Capital invested by funds: $4.98B → $4.98B (-$2.66M)

5% less funds holding

Funds holding: 386366 (-20)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

28% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 156

32% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 41

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $319K

Holders
366
Holders Change
-20
Holders Change %
-5.18%
% of All Funds
8.38%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.76%
New
28
Increased
112
Reduced
156
Closed
41
Calls
Puts
$319K
Net Calls
-$319K
Net Calls Change
-$319K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$7.01M +$5.88M +110,632 +518%
NAM
77
NorthCoast Asset Management
Connecticut
$7M +$7M +131,720 New
EIG
78
Ellenbecker Investment Group
Wisconsin
$6.9M +$69.2K +1,302 +1%
AI
79
Atria Investments
North Carolina
$6.73M +$2.73M +51,394 +68%
Renaissance Technologies
80
Renaissance Technologies
New York
$6.37M +$1.45M +27,200 +29%
WA
81
Wealthstar Advisors
Texas
$6.34M -$90.4K -1,700 -1%
MIFH
82
Migdal Insurance & Financial Holdings
Israel
$6.32M -$47.9K -900 -0.8%
UB
83
UMB Bank
Missouri
$6.3M -$162K -3,038 -2%
GBT
84
Grove Bank & Trust
Florida
$6.25M +$582K +10,944 +10%
FPFS
85
First Personal Financial Services
North Carolina
$6M -$474K -8,916 -7%
SB
86
Suntrust Banks
Georgia
$5.99M -$596K -11,216 -9%
MM
87
Meridian Management
Arkansas
$5.92M +$1.49M +28,060 +34%
EWM
88
Evercore Wealth Management
New York
$5.71M -$481K -9,050 -8%
WI
89
WrapManager Inc
California
$5.23M -$996K -18,724 -16%
WAM
90
Watermark Asset Management
California
$5.01M +$129K +2,432 +3%
Jane Street
91
Jane Street
New York
$4.95M -$14.8M -278,184 -75%
DWM
92
Destination Wealth Management
California
$4.93M -$49.1K -924 -1%
DADC
93
D.A. Davidson & Co
Montana
$4.86M +$15K +282 +0.3%
CMP
94
Courage Miller Partners
Virginia
$4.82M -$48.3K -908 -1%
LFASL
95
Lugano Financial Advisors SA (LFA)
Switzerland
$4.8M +$4.84M +91,076 New
CSIA
96
Charles Schwab Investment Advisory
California
$4.75M +$4.75M +89,382 New
DG
97
Delek Group
Israel
$4.71M +$1.1M +20,768 +31%
IFA
98
Interactive Financial Advisors
Illinois
$4.7M -$1.7M -32,062 -27%
IP
99
Investment Partners
Ohio
$4.36M +$34.7K +652 +0.8%
EB
100
Eastern Bank
Massachusetts
$4.23M +$2.22M +41,848 +111%

IGIB Hedge Fund Activity: Q2 2018 in Review

366 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2018, worth a combined $4.98B — down 0.05% from $4.98B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of IGIB and 28 opened new positions — a net loss of 13 holders — while 156 trimmed existing stakes and 112 added.

The largest buyer was Envestnet Asset Management, adding an estimated $242M. The largest seller was Wells Fargo, cutting an estimated $59.8M.

  • 366 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2018, down from 386 in Q1 2018.
  • Funds reported $4.98B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2018, down 0.05% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2018 and 41 closed out, a net change of -13 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2018 was Envestnet Asset Management, an estimated $242M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2018 was Wells Fargo, an estimated $59.8M sold.

Based on aggregated 13F filings for Q2 2018.