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iShares 5-10 Year Investment Grade Corporate Bond ETF

428 hedge funds and large institutions have $7.09B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 185 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

70,021% more call options, than puts

Call options by funds: $215M | Put options by funds: $307K

65% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 112

64% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 33

36% more capital invested

Capital invested by funds: $5.21B → $7.09B (+$1.88B)

9.24% more ownership

Funds ownership: 81.87%91.11% (+9.2%)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

5% more funds holding

Funds holding: 409428 (+19)

Holders
428
Holders Change
+19
Holders Change %
+4.65%
% of All Funds
9.39%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.77%
New
54
Increased
185
Reduced
112
Closed
33
Calls
$215M
Puts
$307K
Net Calls
+$215M
Net Calls Change
+$215M
Name Holding Trade Value Shares
Change
Change in
Stake
A
101
AdvicePeriod
California
$5.02M +$538K +9,355 +12%
EWM
102
Evercore Wealth Management
New York
$4.93M +$5.75K +100 +0.1%
EGA
103
Eagle Global Advisors
Texas
$4.85M -$490K -8,520 -9%
DWM
104
Destination Wealth Management
California
$4.74M +$126K +2,198 +3%
PF
105
Phoenix Financial
Israel
$4.7M +$4.89M +85,095 New
WP
106
WealthSource Partners
California
$4.64M +$3.67M +63,917 +396%
BTS
107
BB&T Securities
Virginia
$4.52M +$428K +7,442 +11%
SPIA
108
Steward Partners Investment Advisory
New York
$4.33M +$1.35M +23,581 +46%
CCA
109
Clearwater Capital Advisors
Illinois
$4.33M -$40.7K -708 -0.9%
SHJ
110
Sharkey, Howes & Javer
Colorado
$4.25M +$73.9K +1,286 +2%
RJT
111
Raymond James Trust
Florida
$4.1M +$117K +2,043 +3%
HPC
112
Hobart Private Capital
North Carolina
$4.08M +$19.5K +339 +0.5%
PBO
113
Peoples Bank (Ohio)
Ohio
$4.06M +$1.45M +25,151 +56%
SAS
114
Stelac Advisory Services
New York
$4.05M
IWP
115
Icon Wealth Partners
Texas
$3.9M +$466K +8,102 +14%
Man Group
116
Man Group
United Kingdom
$3.88M -$401K -6,970 -9%
HighTower Advisors
117
HighTower Advisors
Illinois
$3.79M +$415K +7,231 +12%
HPC
118
HM Payson & Co
Maine
$3.72M -$957K -16,649 -21%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$3.69M +$177K +3,072 +5%
PP
120
Palladium Partners
Virginia
$3.55M +$2.37M +41,260 +161%
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$3.55M +$2.53M +44,107 +253%
Millennium Management
122
Millennium Management
New York
$3.52M +$861K +14,978 +33%
CTA
123
Chesley Taft & Associates
Illinois
$3.48M +$173K +3,012 +5%
AIP
124
Ameritas Investment Partners
Nebraska
$3.47M +$55.2K +960 +2%
WB
125
Webster Bank
Connecticut
$3.43M +$218K +3,789 +7%

IGIB Hedge Fund Activity: Q3 2019 in Review

428 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2019, worth a combined $7.09B — up 36% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IGIB positions and 33 closed out — a net gain of 21 holders — while 185 added to existing stakes and 112 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $940M. The largest seller was Liberty Mutual Group Asset Management, exiting entirely with an estimated $75.2M sold.

  • 428 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2019, up from 409 in Q2 2019.
  • Funds reported $7.09B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2019, up 36% quarter-over-quarter.
  • 54 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2019 and 33 closed out, a net change of +21 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2019 was Prudential plc, an estimated $940M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2019 was Liberty Mutual Group Asset Management, an estimated $75.2M sold.

Based on aggregated 13F filings for Q3 2019.