We are live on ! Find out more
IGIB icon

iShares 5-10 Year Investment Grade Corporate Bond ETF

337 hedge funds and large institutions have $5.45B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 143 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $474K | Put options by funds: $242K

40% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 102

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

10.88% more ownership

Funds ownership: 141.97%152.85% (+11%)

11% more capital invested

Capital invested by funds: $4.93B → $5.45B (+$519M)

1% less funds holding

Funds holding: 339337 (-2)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
337
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
8.4%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.92%
New
26
Increased
143
Reduced
102
Closed
23
Calls
$474K
Puts
$242K
Net Calls
+$232K
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Change in
Stake
CMP
101
Courage Miller Partners
Virginia
$4.86M -$8.59K -156 -0.2%
ACP
102
Aviance Capital Partners
Florida
$4.76M -$286K -5,200 -6%
PVH
103
Psagot Value Holdings
Israel
$4.7M +$1.45M +26,318 +45%
WAM
104
Watermark Asset Management
California
$4.69M -$97K -1,762 -2%
DWM
105
Destination Wealth Management
California
$4.65M -$766K -13,920 -14%
FWIA
106
Fort Washington Investment Advisors
Ohio
$4.65M
WT
107
Whittier Trust
California
$4.61M +$444K +8,064 +11%
NA
108
NewEdge Advisors
Louisiana
$4.56M +$2.09M +37,886 +84%
AA
109
Apriem Advisors
California
$4.32M -$59.9K -1,088 -1%
HFS
110
HL Financial Services
Kentucky
$4.27M +$114K +2,070 +3%
GLA
111
Great Lakes Advisors
Illinois
$4.26M -$124K -2,246 -3%
PP
112
Palladium Partners
Virginia
$4.24M -$813K -14,762 -16%
BOTW
113
Bank of the West
California
$4.13M -$386K -7,014 -9%
FAM
114
Foothills Asset Management
Arizona
$3.98M +$157K +2,848 +4%
SAS
115
Stelac Advisory Services
New York
$3.97M -$434K -7,888 -10%
ICOA
116
Investment Centers of America
North Dakota
$3.96M +$649K +11,784 +20%
WB
117
Webster Bank
Connecticut
$3.77M -$221K -4,016 -6%
HS
118
Horan Securities
United States
$3.74M +$154K +2,802 +4%
CAM
119
Concorde Asset Management
Michigan
$3.64M +$1.48M +26,870 +68%
IP
120
Investment Partners
Ohio
$3.55M +$89.6K +1,628 +3%
AIP
121
Ameritas Investment Partners
Nebraska
$3.45M +$10.7K +194 +0.3%
DE
122
Day & Ennis
Georgia
$3.37M +$614K +11,150 +22%
WPC
123
White Pine Capital
Minnesota
$3.33M +$140K +2,550 +4%
AWM
124
AE Wealth Management
Kansas
$3.33M -$291K -5,282 -8%
IUHSA
125
Itau Unibanco Holding S.A.
Brazil
$3.31M +$3.3M +60,000 New

IGIB Hedge Fund Activity: Q3 2017 in Review

337 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 Q3 2017, worth a combined $5.45B — up 11% from $4.93B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IGIB positions and 23 closed out — a net gain of 3 holders — while 143 added to existing stakes and 102 trimmed.

The largest buyer was UBS Group, adding an estimated $258M. The largest seller was Park Avenue Securities, exiting entirely with an estimated $87.9M sold.

  • 337 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2017, down from 339 in Q2 2017.
  • Funds reported $5.45B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2017, up 11% quarter-over-quarter.
  • 26 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2017 and 23 closed out, a net change of +3 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2017 was UBS Group, an estimated $258M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2017 was Park Avenue Securities, an estimated $87.9M sold.

Based on aggregated 13F filings for Q3 2017.