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iShares 5-10 Year Investment Grade Corporate Bond ETF

339 hedge funds and large institutions have $4.93B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 158 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

77,487% more call options, than puts

Call options by funds: $213M | Put options by funds: $275K

49% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 106

12% more funds holding in top 10

Funds holding in top 10: 3438 (+4)

6% more capital invested

Capital invested by funds: $4.67B → $4.93B (+$264M)

10% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 31

1.25% less ownership

Funds ownership: 143.22%141.97% (-1.2%)

3% less funds holding

Funds holding: 348339 (-9)

Holders
339
Holders Change
-9
Holders Change %
-2.59%
% of All Funds
8.45%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.95%
New
28
Increased
158
Reduced
106
Closed
31
Calls
$213M
Puts
$275K
Net Calls
+$213M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
101
Stadion Money Management
Georgia
$4.95M +$93.2K +1,700 +2%
DADC
102
D.A. Davidson & Co
Montana
$4.9M -$500K -9,128 -9%
CMP
103
Courage Miller Partners
Virginia
$4.85M -$22.8K -416 -0.5%
UB
104
UMB Bank
Missouri
$4.79M +$245K +4,462 +5%
WAM
105
Watermark Asset Management
California
$4.77M +$506K +9,226 +12%
VKH
106
Virtu KCG Holdings
New York
$4.74M +$18.9K +344 +0.4%
CWM
107
Calamos Wealth Management
Illinois
$4.73M +$177K +3,230 +4%
GBT
108
Grove Bank & Trust
Florida
$4.65M +$459K +8,364 +11%
BOTW
109
Bank of the West
California
$4.5M -$1.04M -19,028 -19%
SAS
110
Stelac Advisory Services
New York
$4.39M -$1.1M -20,132 -20%
GLA
111
Great Lakes Advisors
Illinois
$4.37M +$27.2K +496 +0.6%
AA
112
Apriem Advisors
California
$4.37M -$6.58K -120 -0.2%
WT
113
Whittier Trust
California
$4.15M -$49.5K -902 -1%
HFS
114
HL Financial Services
Kentucky
$4.15M +$685K +12,494 +20%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$4.11M -$2.74K -50 -0.1%
WB
116
Webster Bank
Connecticut
$3.98M -$1.53M -27,994 -28%
FAM
117
Foothills Asset Management
Arizona
$3.81M +$196K +3,574 +5%
AP
118
Agilis Partners
Massachusetts
$3.73M +$1.59M +28,944 +74%
UBS Group
119
UBS Group
Switzerland
$3.63M -$204M -3,712,374 -98%
AWM
120
AE Wealth Management
Kansas
$3.6M +$355K +6,468 +11%
IH
121
IFC Holdings
Florida
$3.58M +$1.66M +30,298 +87%
HS
122
Horan Securities
United States
$3.57M +$182K +3,316 +5%
Millennium Management
123
Millennium Management
New York
$3.53M +$2.61M +47,574 +285%
IP
124
Investment Partners
Ohio
$3.45M +$61.8K +1,128 +2%
AIP
125
Ameritas Investment Partners
Nebraska
$3.43M -$99.9K -1,822 -3%

IGIB Hedge Fund Activity: Q2 2017 in Review

339 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2017, worth a combined $4.93B — up 5.6% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of IGIB and 28 opened new positions — a net loss of 3 holders — while 106 trimmed existing stakes and 158 added.

The largest buyer was Park Avenue Securities, opening a new position worth an estimated $88.4M. The largest seller was UBS Group, cutting an estimated $204M.

  • 339 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2017, down from 348 in Q1 2017.
  • Funds reported $4.93B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2017, up 5.6% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2017 and 31 closed out, a net change of -3 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2017 was Park Avenue Securities, an estimated $88.4M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2017 was UBS Group, an estimated $204M sold.

Based on aggregated 13F filings for Q2 2017.