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iShares 5-10 Year Investment Grade Corporate Bond ETF

395 hedge funds and large institutions have $5.83B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 143 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 22

31% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 109

28% more call options, than puts

Call options by funds: $459K | Put options by funds: $360K

17% more funds holding

Funds holding: 337395 (+58)

8% more funds holding in top 10

Funds holding in top 10: 3740 (+3)

7% more capital invested

Capital invested by funds: $5.45B → $5.83B (+$376M)

4.92% more ownership

Funds ownership: 152.85%157.77% (+4.9%)

Holders
395
Holders Change
+58
Holders Change %
+17.21%
% of All Funds
8.96%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.91%
New
81
Increased
143
Reduced
109
Closed
22
Calls
$459K
Puts
$360K
Net Calls
+$99K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Calamos Wealth Management
Illinois
$5.35M +$139K +2,528 +3%
PWPCM
102
Perella Weinberg Partners Capital Management
New York
$5.32M
BTS
103
BB&T Securities
Virginia
$5.25M -$376K -6,852 -7%
GFPC
104
Global Financial Private Capital
Florida
$5.1M +$3.12M +56,972 +157%
CMP
105
Courage Miller Partners
Virginia
$4.91M +$97.8K +1,784 +2%
UB
106
UMB Bank
Missouri
$4.86M -$134K -2,448 -3%
DWM
107
Destination Wealth Management
California
$4.79M +$183K +3,346 +4%
AIM
108
Aspen Investment Management
Michigan
$4.62M -$419K -7,644 -8%
PAG
109
Private Advisor Group
New Jersey
$4.61M -$1.7M -30,942 -27%
WAM
110
Watermark Asset Management
California
$4.51M -$140K -2,548 -3%
SS
111
Simplicity Solutions
Minnesota
$4.46M +$3.04M +55,462 +211%
CWM
112
Cornerstone Wealth Management
Missouri
$4.46M +$1.94M +35,446 +76%
AA
113
Apriem Advisors
California
$4.45M +$164K +2,992 +4%
ACP
114
Aviance Capital Partners
Florida
$4.36M -$362K -6,598 -8%
AI
115
Atria Investments
North Carolina
$4.26M -$1.35M -24,630 -24%
WT
116
Whittier Trust
California
$4.25M -$321K -5,850 -7%
GLA
117
Great Lakes Advisors
Illinois
$4.25M +$20.1K +366 +0.5%
VF
118
Virtu Financial
New York
$4.09M +$4.11M +74,914 New
FAM
119
Foothills Asset Management
Arizona
$4.06M +$112K +2,044 +3%
PP
120
Palladium Partners
Virginia
$4.01M -$197K -3,596 -5%
BOTW
121
Bank of the West
California
$4M -$89.9K -1,640 -2%
WB
122
Webster Bank
Connecticut
$3.99M +$250K +4,562 +7%
HS
123
Horan Securities
United States
$3.88M +$174K +3,178 +5%
DADC
124
D.A. Davidson & Co
Montana
$3.7M -$1.42M -25,972 -28%
IP
125
Investment Partners
Ohio
$3.67M +$148K +2,700 +4%

IGIB Hedge Fund Activity: Q4 2017 in Review

395 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2017, worth a combined $5.83B — up 6.9% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IGIB positions and 22 closed out — a net gain of 59 holders — while 143 added to existing stakes and 109 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $85.2M. The largest seller was AssetMark Inc, cutting an estimated $37.9M.

  • 395 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2017, up from 337 in Q3 2017.
  • Funds reported $5.83B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2017, up 6.9% quarter-over-quarter.
  • 81 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2017 and 22 closed out, a net change of +59 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2017 was Envestnet Asset Management, an estimated $85.2M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2017 was AssetMark Inc, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2017.