We are live on ! Find out more
IGIB icon

iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

235 hedge funds and large institutions have $4.62B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 115 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 73

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

19% more capital invested

Capital invested by funds: $3.88B → $4.62B (+$748M)

2% more funds holding

Funds holding: 230 → 235 (+5)

1.01% more ownership

Funds ownership: 136.4% → 137.41% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 23 → 23 (0)

Holders
235
Holders Change
+5
Holders Change %
+2.17%
% of All Funds
6.82%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
21
Increased
115
Reduced
73
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$56.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.2M
3
Wells Fargo
Wells Fargo
California
+$25.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$22.7M
5
SMA
Simply Money Advisors
Ohio
+$16.5M

Top Sellers

Rank Fund Capital Flow
1
BIM
BlackRock Investment Management
Delaware
-$14.6M
2
DADC
D.A. Davidson & Co
Montana
-$8.29M
3
LPL Financial
LPL Financial
California
-$7.53M
4
Bank of America
Bank of America
North Carolina
-$6.26M
5
JG
Jefferies Group
New York
-$5.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
126
WESPAC Advisors
California
$1.52M +$677K +12,332 +80%
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$1.48M +$53.3K +970 +4%
HFS
128
HL Financial Services
Kentucky
$1.45M -$52.2K -950 -3%
HIS
129
Horizon Investment Services
Indiana
$1.41M -$35.3K -642 -2%
BFA
130
BlackRock Fund Advisors
California
$1.29M -$814K -14,820 -39%
AT
131
Arden Trust
Delaware
$1.27M -$1.87K -34 -0.1%
FA
132
FDx Advisors
Illinois
$1.25M +$50.3K +916 +4%
LTI
133
Laffer Tengler Investments
Tennessee
$1.18M +$14.4K +262 +1%
ATC
134
Argent Trust Company
Louisiana
$1.15M – – –
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$1.11M -$8.24K -150 -0.7%
CONA
136
Capital One National Association
New York
$1.05M +$1.06M +19,236 New
ClearBridge Investments
137
ClearBridge Investments
New York
$1.04M -$13.8K -252 -1%
PAG
138
Private Advisor Group
New Jersey
$1.04M +$144K +2,626 +16%
NSCM
139
New South Capital Management
Tennessee
$1.04M – – –
BA
140
Boston Advisors
Massachusetts
$1.02M -$7.03K -128 -0.7%
Comerica Bank
141
Comerica Bank
Texas
$1.01M -$27.9K -508 -3%
LG
142
Leuthold Group
Minnesota
$1M -$3.91M -71,228 -80%
BFA
143
Beaumont Financial Advisors
Massachusetts
$1M +$1.01M +18,304 New
CS
144
Credit Suisse
Switzerland
$990K +$995K +18,120 New
PI
145
PineBridge Investments
New York
$984K +$988K +18,000 New
HCMT
146
Highland Capital Management (Tennessee)
Tennessee
$975K -$2.68M -48,852 -73%
BHWM
147
Bar Harbor Wealth Management
New Hampshire
$969K +$3.73K +68 +0.4%
CFN
148
Cordasco Financial Network
Florida
$968K -$110K -1,998 -10%
FHA
149
First Horizon Advisors
Tennessee
$957K -$18K -328 -2%
MFS
150
MSI Financial Services
Massachusetts
$945K -$166K -3,020 -15%
4 5
6
7 8

IGIB Hedge Fund Activity: Q3 2014 in Review

235 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2014, worth a combined $4.62B — up 19% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGIB positions and 14 closed out — a net gain of 7 holders — while 115 added to existing stakes and 73 trimmed.

The largest buyer was Franklin Resources, adding an estimated $56.6M. The largest seller was BlackRock Investment Management, cutting an estimated $14.6M.

  • 235 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2014, up from 230 in Q2 2014.
  • Funds reported $4.62B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2014, up 19% quarter-over-quarter.
  • 21 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2014 and 14 closed out, a net change of +7 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2014 was Franklin Resources, an estimated $56.6M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2014 was BlackRock Investment Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q3 2014.