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iShares 5-10 Year Investment Grade Corporate Bond ETF

386 hedge funds and large institutions have $4.98B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 395386 (-9)

8% less funds holding in top 10

Funds holding in top 10: 4037 (-3)

10% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 146

13% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 45

13.79% less ownership

Funds ownership: 157.77%143.98% (-14%)

15% less capital invested

Capital invested by funds: $5.83B → $4.98B (-$853M)

Holders
386
Holders Change
-9
Holders Change %
-2.28%
% of All Funds
8.85%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.85%
New
39
Increased
131
Reduced
146
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
101
HL Financial Services
Kentucky
$4.48M +$4.5M +83,536 New
MM
102
Meridian Management
Arkansas
$4.47M +$2.83M +52,600 +171%
IP
103
Investment Partners
Ohio
$4.36M +$764K +14,190 +21%
AA
104
Apriem Advisors
California
$4.33M -$32.3K -600 -0.7%
WT
105
Whittier Trust
California
$4.13M -$48.3K -896 -1%
GLA
106
Great Lakes Advisors
Illinois
$4.13M -$46.3K -860 -1%
FAM
107
Foothills Asset Management
Arizona
$4.07M +$84.7K +1,572 +2%
AI
108
Atria Investments
North Carolina
$4.04M -$146K -2,712 -3%
PA
109
Probity Advisors
Texas
$3.96M -$1.49M -27,724 -27%
HS
110
Horan Securities
United States
$3.9M +$99K +1,838 +3%
BBA
111
Braun-Bostich & Associates
Pennsylvania
$3.88M +$425K +7,896 +12%
ACP
112
Aviance Capital Partners
Florida
$3.86M -$417K -7,744 -10%
BTS
113
BB&T Securities
Virginia
$3.85M -$1.3M -24,210 -25%
PP
114
Palladium Partners
Virginia
$3.82M -$122K -2,260 -3%
PI
115
PFS Investments
Georgia
$3.73M -$3.03M -56,178 -44%
WB
116
Webster Bank
Connecticut
$3.66M -$261K -4,848 -7%
DG
117
Delek Group
Israel
$3.64M +$1.01M +18,784 +38%
PA
118
PFG Advisors
Arizona
$3.58M -$3.66K -68 -0.1%
SS
119
Simplicity Solutions
Minnesota
$3.53M -$854K -15,852 -19%
DE
120
Day & Ennis
Georgia
$3.45M -$112K -2,088 -3%
AP
121
Agilis Partners
Massachusetts
$3.41M
RJT
122
Raymond James Trust
Florida
$3.28M +$404K +7,506 +14%
WPC
123
White Pine Capital
Minnesota
$3.28M +$10.8K +200 +0.3%
BOTW
124
Bank of the West
California
$3.26M -$674K -12,504 -17%
AIP
125
Ameritas Investment Partners
Nebraska
$3.17M -$151K -2,808 -5%

IGIB Hedge Fund Activity: Q1 2018 in Review

386 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2018, worth a combined $4.98B — down 15% from $5.83B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of IGIB and 39 opened new positions — a net loss of 6 holders — while 146 trimmed existing stakes and 131 added.

The largest buyer was Allianz Investment Management US, adding an estimated $58.8M. The largest seller was Envestnet Asset Management, cutting an estimated $204M.

  • 386 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2018, down from 395 in Q4 2017.
  • Funds reported $4.98B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2018, down 15% quarter-over-quarter.
  • 39 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2018 and 45 closed out, a net change of -6 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2018 was Allianz Investment Management US, an estimated $58.8M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2018.