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iShares 5-10 Year Investment Grade Corporate Bond ETF

253 hedge funds and large institutions have $4.22B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 109 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $852K | Put options by funds: $277K

27% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 86

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

5.79% more ownership

Funds ownership: 138.48%144.28% (+5.8%)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 256253 (-3)

22% less capital invested

Capital invested by funds: $5.43B → $4.22B (-$1.21B)

Holders
253
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
6.74%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
28
Increased
109
Reduced
86
Closed
28
Calls
$852K
Puts
$277K
Net Calls
+$575K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
BHB
126
Bank Hapoalim BM
Israel
$1.35M +$463K +8,400 +88%
HIS
127
Horizon Investment Services
Indiana
$1.34M -$35.3K -640 -3%
SFM
128
Signet Financial Management
New Jersey
$1.34M +$28.2K +512 +2%
MAA
129
Managed Account Advisors
New Jersey
$1.3M +$397K +7,198 +44%
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$1.3M +$1.26M +22,768 +3,503%
Invesco
131
Invesco
Georgia
$1.29M
KAH
132
Kathryn A. Hall
$1.27M -$805K -14,600 -39%
TCM
133
Telos Capital Management
California
$1.25M +$76.6K +1,390 +7%
ATC
134
Argent Trust Company
Louisiana
$1.25M -$24.8K -450 -2%
TNBTD
135
Trustmark National Bank Trust Department
Mississippi
$1.2M -$3.43M -62,218 -74%
PAG
136
Private Advisor Group
New Jersey
$1.19M -$36.3K -658 -3%
SB
137
Suntrust Banks
Georgia
$1.17M -$4.19K -76 -0.4%
LTI
138
Laffer Tengler Investments
Tennessee
$1.15M +$1.15M +20,870 New
BHWM
139
Bar Harbor Wealth Management
New Hampshire
$1.15M +$63.6K +1,154 +6%
DIA
140
Davidson Investment Advisors
Montana
$1.04M -$1.12M -20,250 -52%
WTC
141
WhitTier Trust Company
Nevada
$1.01M -$5.51K -100 -0.5%
AIM
142
Astor Investment Management
Illinois
$1.01M +$123K +2,236 +14%
CS
143
Comerica Securities
Michigan
$1.01M +$1.01M +18,278 New
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$997K -$81.8M -1,484,106 -99%
CFN
145
Cordasco Financial Network
Florida
$990K
ClearBridge Investments
146
ClearBridge Investments
New York
$987K -$23.4K -424 -2%
IWMPD
147
Integrated Wealth Management (Palm Desert)
California
$984K +$981K +17,786 New
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$978K -$135K -2,450 -12%
AIG
149
American International Group
New York
$947K -$323K -5,866 -26%
FA
150
FDx Advisors
Illinois
$939K -$462K -8,386 -33%

IGIB Hedge Fund Activity: Q1 2015 in Review

253 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2015, worth a combined $4.22B — down 22% from $5.43B a quarter earlier.

Fund positioning in IGIB was balanced in Q1 2015: 28 funds opened new positions, 28 closed out, 109 added to existing stakes and 86 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $291M. The largest seller was Fidelity Investments, cutting an estimated $103M.

  • 253 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2015, down from 256 in Q4 2014.
  • Funds reported $4.22B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2015, down 22% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2015 and 28 closed out, a net change of 0 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2015 was HighTower Advisors, an estimated $291M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2015 was Fidelity Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2015.