iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
232 hedge funds and large institutions have $3.25B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 97 increasing their positions, 77 reducing their positions, and 19 closing their positions.
2,281% more call options, than puts
Call options by funds: $10.9M | Put options by funds: $458K
37% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 19
26% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 77
5% more funds holding in top 10
Funds holding in top 10: 22 → 23 (+1)
3% more funds holding
Funds holding: 226 → 232 (+6)
7% less capital invested
Capital invested by funds: $3.5B → $3.25B (-$253M)
17.21% less ownership
Funds ownership: 135.23% → 118.03% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$82.7M |
| 2 |
Jane Street
New York
|
+$31.2M |
| 3 |
BCM
Bluefin Capital Management
New York
|
+$30.7M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$29.7M |
| 5 |
CC
Curian Capital
Denver,
Colorado
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$514M |
| 2 |
SR
Swiss Reinsurance
Zurich,
Switzerland
|
-$26.7M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$17.3M |
| 4 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
-$15.6M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$14.8M |
IGIB Hedge Fund Activity: Q1 2014 in Review
232 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2014, worth a combined $3.25B — down 7.2% from $3.5B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IGIB positions and 19 closed out — a net gain of 7 holders — while 97 added to existing stakes and 77 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $82.7M. The largest seller was Franklin Resources, exiting entirely with an estimated $514M sold.
- 232 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2014, up from 226 in Q4 2013.
- Funds reported $3.25B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2014, down 7.2% quarter-over-quarter.
- 26 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2014 and 19 closed out, a net change of +7 holders.
- The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2014 was AssetMark Inc, an estimated $82.7M added.
- The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2014 was Franklin Resources, an estimated $514M sold.
Based on aggregated 13F filings for Q1 2014.