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iShares 5-10 Year Investment Grade Corporate Bond ETF

366 hedge funds and large institutions have $4.98B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 112 increasing their positions, 156 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.95% more ownership

Funds ownership: 143.98%153.93% (+9.9%)

0% less capital invested

Capital invested by funds: $4.98B → $4.98B (-$2.66M)

5% less funds holding

Funds holding: 386366 (-20)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

28% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 156

32% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 41

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $319K

Holders
366
Holders Change
-20
Holders Change %
-5.18%
% of All Funds
8.38%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.76%
New
28
Increased
112
Reduced
156
Closed
41
Calls
Puts
$319K
Net Calls
-$319K
Net Calls Change
-$319K
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
101
Foothills Asset Management
Arizona
$4.21M +$183K +3,436 +5%
PAG
102
Private Advisor Group
New Jersey
$4.12M +$1.69M +31,864 +70%
GLA
103
Great Lakes Advisors
Illinois
$4.1M +$15.5K +292 +0.4%
HFS
104
HL Financial Services
Kentucky
$4.05M -$385K -7,246 -9%
BBA
105
Braun-Bostich & Associates
Pennsylvania
$4.03M +$189K +3,548 +5%
WT
106
Whittier Trust
California
$4.02M -$67.4K -1,268 -2%
IWP
107
Icon Wealth Partners
Texas
$3.87M +$1.11M +20,896 +40%
PA
108
PFG Advisors
Arizona
$3.87M +$316K +5,944 +9%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$3.73M -$3.02M -56,716 -45%
CCWA
110
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.63M +$3.64M +68,436 New
PP
111
Palladium Partners
Virginia
$3.58M -$201K -3,780 -5%
HH
112
Hilltop Holdings
Texas
$3.32M +$3.33M +62,552 New
BOTW
113
Bank of the West
California
$3.23M -$638 -12 -0%
RJT
114
Raymond James Trust
Florida
$3.22M -$28.7K -540 -0.9%
WB
115
Webster Bank
Connecticut
$3.17M -$454K -8,532 -13%
WPC
116
White Pine Capital
Minnesota
$3.15M -$95.2K -1,790 -3%
AIP
117
Ameritas Investment Partners
Nebraska
$3.13M -$7.87K -148 -0.3%
PWM
118
Patriot Wealth Management
Texas
$3.12M +$137K +2,576 +5%
DAM
119
Delta Asset Management
Tennessee
$3.09M +$17.3K +326 +0.6%
TD Asset Management
120
TD Asset Management
Ontario, Canada
$3.03M
CTA
121
Chesley Taft & Associates
Illinois
$2.9M -$61K -1,148 -2%
PPA
122
Parametric Portfolio Associates
Washington
$2.85M
OMC
123
Old Mission Capital
Illinois
$2.84M +$2.85M +53,510 New
FAIM
124
Financial Advocates Investment Management
Washington
$2.83M +$238K +4,476 +9%
DE
125
Day & Ennis
Georgia
$2.78M -$632K -11,896 -19%

IGIB Hedge Fund Activity: Q2 2018 in Review

366 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2018, worth a combined $4.98B — down 0.05% from $4.98B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of IGIB and 28 opened new positions — a net loss of 13 holders — while 156 trimmed existing stakes and 112 added.

The largest buyer was Envestnet Asset Management, adding an estimated $242M. The largest seller was Wells Fargo, cutting an estimated $59.8M.

  • 366 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2018, down from 386 in Q1 2018.
  • Funds reported $4.98B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2018, down 0.05% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2018 and 41 closed out, a net change of -13 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2018 was Envestnet Asset Management, an estimated $242M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2018 was Wells Fargo, an estimated $59.8M sold.

Based on aggregated 13F filings for Q2 2018.