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iShares 5-10 Year Investment Grade Corporate Bond ETF

230 hedge funds and large institutions have $3.88B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $3.25B → $3.88B (+$629M)

18.37% more ownership

Funds ownership: 118.03%136.4% (+18%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1% less funds holding

Funds holding: 232230 (-2)

3% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 90

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.66%
New
19
Increased
87
Reduced
90
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AT
126
Arden Trust
Delaware
$1.28M -$23K -420 -2%
FA
127
FDx Advisors
Illinois
$1.22M +$1.21M +22,050 New
ACM
128
Aviance Capital Management
Florida
$1.2M +$353K +6,436 +42%
LTI
129
Laffer Tengler Investments
Tennessee
$1.17M -$314K -5,722 -21%
ATC
130
Argent Trust Company
Louisiana
$1.16M
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$1.12M -$164K -2,994 -13%
MFS
132
MSI Financial Services
Massachusetts
$1.12M -$377K -6,868 -25%
CFN
133
Cordasco Financial Network
Florida
$1.09M -$294K -5,368 -21%
ClearBridge Investments
134
ClearBridge Investments
New York
$1.07M -$36.6K -668 -3%
NSCM
135
New South Capital Management
Tennessee
$1.04M
Comerica Bank
136
Comerica Bank
Texas
$1.04M +$384K +7,002 +59%
BA
137
Boston Advisors
Massachusetts
$1.03M +$5.7K +104 +0.6%
FHA
138
First Horizon Advisors
Tennessee
$983K -$20.1K -366 -2%
BHWM
139
Bar Harbor Wealth Management
New Hampshire
$973K -$10.1K -184 -1%
TIA
140
Tiemann Investment Advisors
California
$909K -$18.9K -344 -2%
PAG
141
Private Advisor Group
New Jersey
$903K +$40.7K +742 +5%
CS
142
Comerica Securities
Michigan
$883K +$658 +12 +0.1%
IH
143
IFC Holdings
Florida
$869K -$153K -2,796 -15%
BFA
144
Bragg Financial Advisors
North Carolina
$860K -$14.8K -270 -2%
WA
145
WESPAC Advisors
California
$851K -$186K -3,384 -18%
PR
146
Payden & Rygel
California
$764K -$4.39K -80 -0.6%
MAA
147
Managed Account Advisors
New Jersey
$762K -$61.2K -1,116 -7%
FIM
148
Freedom Investment Management
Connecticut
$751K -$809K -14,752 -52%
SIC
149
Shoker Investment Counsel
Ohio
$722K -$291K -5,300 -29%
FBNAT
150
FirstMerit Bank N.A. Trustee
Ohio
$704K -$2.52K -46 -0.4%

IGIB Hedge Fund Activity: Q2 2014 in Review

230 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2014, worth a combined $3.88B — up 19% from $3.25B a quarter earlier.

Fund positioning in IGIB was balanced in Q2 2014: 19 funds opened new positions, 19 closed out, 87 added to existing stakes and 90 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $525M. The largest seller was Wells Fargo, cutting an estimated $62.2M.

  • 230 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2014, down from 232 in Q1 2014.
  • Funds reported $3.88B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2014, up 19% quarter-over-quarter.
  • 19 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2014 and 19 closed out, a net change of 0 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2014 was Franklin Resources, an estimated $525M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2014 was Wells Fargo, an estimated $62.2M sold.

Based on aggregated 13F filings for Q2 2014.