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iShares 5-10 Year Investment Grade Corporate Bond ETF

428 hedge funds and large institutions have $7.09B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 185 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

70,021% more call options, than puts

Call options by funds: $215M | Put options by funds: $307K

65% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 112

64% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 33

36% more capital invested

Capital invested by funds: $5.21B → $7.09B (+$1.88B)

9.24% more ownership

Funds ownership: 81.87%91.11% (+9.2%)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

5% more funds holding

Funds holding: 409428 (+19)

Holders
428
Holders Change
+19
Holders Change %
+4.65%
% of All Funds
9.39%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.77%
New
54
Increased
185
Reduced
112
Closed
33
Calls
$215M
Puts
$307K
Net Calls
+$215M
Net Calls Change
+$215M
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
76
Holt Capital Partners
Texas
$8.51M +$5.75K +100 +0.1%
NA
77
NewEdge Advisors
Louisiana
$8.49M +$1.39M +24,262 +20%
EIG
78
Ellenbecker Investment Group
Wisconsin
$8.42M +$28.7K +499 +0.3%
FF
79
Friedenthal Financial
New Jersey
$8.3M +$4.33M +75,337 +111%
TD Asset Management
80
TD Asset Management
Ontario, Canada
$7.32M +$4.41M +76,835 +155%
CS
81
Comerica Securities
Michigan
$7.27M +$462K +8,040 +7%
First Trust Advisors
82
First Trust Advisors
Illinois
$7.14M -$1.97M -34,263 -22%
WA
83
Wealthstar Advisors
Texas
$6.7M -$5.57K -97 -0.1%
FWM
84
Foresight Wealth Management
Utah
$6.56M +$680K +11,834 +12%
PAG
85
Private Advisor Group
New Jersey
$6.54M +$1.58M +27,493 +32%
BCM
86
Bluefin Capital Management
New York
$6.5M +$6.45M +112,264 New
BAC
87
Boys Arnold & Co
North Carolina
$6.36M +$349K +6,081 +6%
DADC
88
D.A. Davidson & Co
Montana
$6.35M +$613K +10,674 +11%
IDBONY
89
Israel Discount Bank of New York
New York
$6.05M -$1.09M -18,904 -15%
1IA
90
1834 Investment Advisors
Wisconsin
$5.98M +$14K +244 +0.2%
IFA
91
Interactive Financial Advisors
Illinois
$5.95M -$333K -5,793 -5%
PWPCM
92
Perella Weinberg Partners Capital Management
New York
$5.82M -$6.91M -120,199 -54%
OAM
93
Oppenheimer Asset Management
New York
$5.73M +$5.41M +94,103 +1,949%
AWM
94
AE Wealth Management
Kansas
$5.69M +$1.62M +28,187 +40%
FPFS
95
First Personal Financial Services
North Carolina
$5.65M -$79.3K -1,380 -1%
PIMG
96
Patriot Investment Management Group
Tennessee
$5.43M +$168K +2,916 +3%
FA
97
Freestate Advisors
Kansas
$5.39M -$10.7M -185,857 -67%
PA
98
PFG Advisors
Arizona
$5.24M +$158K +2,744 +3%
UWM
99
USAdvisors Wealth Management
Minnesota
$5.23M +$158K +2,752 +3%
AI
100
Atria Investments
North Carolina
$5.08M -$2.82M -49,027 -36%

IGIB Hedge Fund Activity: Q3 2019 in Review

428 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2019, worth a combined $7.09B — up 36% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IGIB positions and 33 closed out — a net gain of 21 holders — while 185 added to existing stakes and 112 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $940M. The largest seller was Liberty Mutual Group Asset Management, exiting entirely with an estimated $75.2M sold.

  • 428 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2019, up from 409 in Q2 2019.
  • Funds reported $7.09B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2019, up 36% quarter-over-quarter.
  • 54 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2019 and 33 closed out, a net change of +21 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2019 was Prudential plc, an estimated $940M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2019 was Liberty Mutual Group Asset Management, an estimated $75.2M sold.

Based on aggregated 13F filings for Q3 2019.