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iShares 5-10 Year Investment Grade Corporate Bond ETF

212 hedge funds and large institutions have $5.34B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 97 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $4.14B → $5.34B (+$1.2B)

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0.81% more ownership

Funds ownership: 113.76%114.56% (+0.81%)

0% less funds holding

Funds holding: 213212 (-1)

13% less funds holding in top 10

Funds holding in top 10: 2421 (-3)

24% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 97

Holders
212
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
6.87%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.68%
New
21
Increased
74
Reduced
97
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
126
Washington Capital Management
Washington
$1.22M -$43K -800 -3%
NSCM
127
New South Capital Management
Tennessee
$1.21M
IH
128
IFC Holdings
Florida
$1.14M -$18.4K -342 -2%
V
129
Veritable
Delaware
$1.14M
ClearBridge Investments
130
ClearBridge Investments
New York
$1.13M +$281K +5,232 +33%
BA
131
Boston Advisors
Massachusetts
$1.13M +$87.2K +1,622 +8%
VKH
132
Virtu KCG Holdings
New York
$1.09M +$1.09M +20,258 New
AGA
133
Accuvest Global Advisors
Utah
$1.09M -$2.16M -40,120 -66%
MMLI
134
Massachusetts Mutual Life Insurance
Massachusetts
$1.07M +$1.07M +19,848 New
SB
135
Suntrust Banks
Georgia
$1.05M +$163K +3,042 +19%
RT
136
Reliance Trust
Georgia
$963K -$507K -9,430 -35%
FHA
137
First Horizon Advisors
Tennessee
$953K -$873K -16,240 -48%
LPT
138
Legacy Private Trust
Wisconsin
$933K -$10.3M -192,318 -92%
CA
139
Cetera Advisors
Colorado
$928K +$1.83K +34 +0.2%
BHWM
140
Bar Harbor Wealth Management
New Hampshire
$924K -$4.08K -76 -0.4%
BFA
141
Bragg Financial Advisors
North Carolina
$913K -$10.2K -190 -1%
WA
142
WESPAC Advisors
California
$913K +$159K +2,950 +21%
CWM
143
Concert Wealth Management
California
$874K -$326K -6,064 -27%
WF
144
Welch & Forbes
Massachusetts
$874K +$617K +11,488 +244%
MCC
145
Mid Continent Capital
Illinois
$839K -$12.9K -240 -2%
BFEC
146
Benjamin F. Edwards & Company
Missouri
$820K +$346K +6,440 +74%
EGA
147
Eagle Global Advisors
Texas
$776K +$773K +14,380 New
AIM
148
Aspen Investment Management
Michigan
$736K -$10.6M -196,692 -94%
FMII
149
Farmers & Merchants Investments Inc
Nebraska
$710K -$21K -390 -3%
MWR
150
McAdams Wright Ragen
Washington
$659K

IGIB Hedge Fund Activity: Q3 2013 in Review

212 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2013, worth a combined $5.34B — up 29% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGIB positions and 20 closed out — a net gain of 1 holder — while 74 added to existing stakes and 97 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $70.3M. The largest seller was BlackRock Advisors, exiting entirely with an estimated $71.2M sold.

  • 212 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2013, down from 213 in Q2 2013.
  • Funds reported $5.34B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2013, up 29% quarter-over-quarter.
  • 21 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2013 and 20 closed out, a net change of +1 holder.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2013 was Charles Schwab Investment Advisory, an estimated $70.3M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2013 was BlackRock Advisors, an estimated $71.2M sold.

Based on aggregated 13F filings for Q3 2013.