We are live on ! Find out more
IGIB icon

iShares 5-10 Year Investment Grade Corporate Bond ETF

272 hedge funds and large institutions have $5.08B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 106 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $348K

122% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 18

25% more capital invested

Capital invested by funds: $4.07B → $5.08B (+$1.01B)

8% more funds holding

Funds holding: 253272 (+19)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

9.77% less ownership

Funds ownership: 147.37%137.6% (-9.8%)

12% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 106

Holders
272
Holders Change
+19
Holders Change %
+7.51%
% of All Funds
7.59%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.78%
New
40
Increased
93
Reduced
106
Closed
18
Calls
$1.16M
Puts
$348K
Net Calls
+$814K
Net Calls Change
+$934K
Name Holding Trade Value Shares
Change
Change in
Stake
IP
101
Investment Partners
Ohio
$3.63M -$22.6K -416 -0.6%
FM
102
Forward Management
California
$3.6M -$59.5K -1,096 -2%
Citigroup
103
Citigroup
New York
$3.56M -$7.12M -131,304 -67%
ECM
104
Exchange Capital Management
Michigan
$3.41M -$466K -8,586 -12%
SB
105
Suntrust Banks
Georgia
$3.37M -$30.3K -558 -0.9%
BWAM
106
Boyd Watterson Asset Management
Ohio
$3.36M -$592K -10,912 -15%
FAM
107
Foothills Asset Management
Arizona
$3.29M -$5.97K -110 -0.2%
Barclays
108
Barclays
United Kingdom
$3.14M -$1.5M -27,576 -32%
PPA
109
Parametric Portfolio Associates
Washington
$3.09M -$209K -3,856 -6%
DSC
110
Duncker Streett & Co
Missouri
$2.94M +$1.84K +34 +0.1%
DAM
111
Delta Asset Management
Tennessee
$2.89M +$135K +2,480 +5%
AIG
112
American International Group
New York
$2.78M +$853K +15,716 +44%
CONA
113
Capital One National Association
New York
$2.68M -$161K -2,972 -6%
BC
114
Bartlett & Co
Ohio
$2.61M -$181K -3,328 -6%
TFA
115
Transamerica Financial Advisors
Florida
$2.54M +$626K +11,544 +33%
HI
116
Horizon Investments
North Carolina
$2.48M +$2.47M +45,624 New
PAS
117
Partnervest Advisory Services
California
$2.41M -$299K -5,518 -11%
PAG
118
Private Advisor Group
New Jersey
$2.34M +$878K +16,190 +60%
NC
119
NewSquare Capital
Pennsylvania
$2.26M -$219K -4,040 -9%
JP Morgan Chase
120
JP Morgan Chase
New York
$2.21M +$302K +5,558 +16%
BA
121
Boston Advisors
Massachusetts
$2.18M -$185K -3,414 -8%
DLCIG
122
D.L. Carlson Investment Group
New Hampshire
$2.11M +$441K +8,130 +26%
Northern Trust
123
Northern Trust
Illinois
$2.04M -$6.55M -120,682 -3%
RJT
124
Raymond James Trust
Florida
$2.02M +$922K +17,000 +84%
LG
125
Leuthold Group
Minnesota
$1.93M +$52.7K +972 +3%

IGIB Hedge Fund Activity: Q3 2015 in Review

272 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2015, worth a combined $5.08B — up 25% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGIB positions and 18 closed out — a net gain of 22 holders — while 93 added to existing stakes and 106 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $50.7M. The largest seller was HighTower Advisors, cutting an estimated $290M.

  • 272 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2015, up from 253 in Q2 2015.
  • Funds reported $5.08B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2015, up 25% quarter-over-quarter.
  • 40 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2015 and 18 closed out, a net change of +22 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2015 was Raymond James & Associates, an estimated $50.7M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2015 was HighTower Advisors, an estimated $290M sold.

Based on aggregated 13F filings for Q3 2015.