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iShares 5-10 Year Investment Grade Corporate Bond ETF

272 hedge funds and large institutions have $5.08B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 106 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $348K

122% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 18

25% more capital invested

Capital invested by funds: $4.07B → $5.08B (+$1.01B)

8% more funds holding

Funds holding: 253272 (+19)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

9.77% less ownership

Funds ownership: 147.37%137.6% (-9.8%)

12% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 106

Holders
272
Holders Change
+19
Holders Change %
+7.51%
% of All Funds
7.59%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.78%
New
40
Increased
93
Reduced
106
Closed
18
Calls
$1.16M
Puts
$348K
Net Calls
+$814K
Net Calls Change
+$934K
Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
126
Mariner Independent Advisor Network
Kansas
$1.88M +$1.87M +34,550 New
CCFCSB
127
Cape Cod Five Cents Savings Bank
Massachusetts
$1.84M +$426K +7,862 +30%
SCA
128
Strategic Capital Alternatives
United States
$1.81M -$38.8K -716 -2%
RIA
129
Regal Investment Advisors
Michigan
$1.79M +$1.01M +18,558 +129%
TNBTD
130
Trustmark National Bank Trust Department
Mississippi
$1.52M +$256K +4,712 +20%
ONB
131
Old National Bancorp
Indiana
$1.52M -$148K -2,734 -9%
FA
132
FDx Advisors
Illinois
$1.51M -$12.4M -228,434 -89%
MM
133
Meridian Management
Arkansas
$1.5M -$150K -2,774 -9%
EDRH
134
Edmond de Rothschild Holding
Switzerland
$1.49M -$180K -3,310 -11%
WB
135
Webster Bank
Connecticut
$1.46M +$479K +8,836 +49%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$1.41M -$383K -7,060 -21%
SFM
137
Signet Financial Management
New Jersey
$1.41M -$49.5K -912 -3%
BHWM
138
Bar Harbor Wealth Management
New Hampshire
$1.31M -$42K -774 -3%
TCM
139
Telos Capital Management
California
$1.31M +$27.1K +500 +2%
WA
140
WESPAC Advisors
California
$1.19M -$571K -10,534 -32%
HIS
141
Horizon Investment Services
Indiana
$1.19M -$41.6K -766 -3%
M&T Bank
142
M&T Bank
New York
$1.17M -$188K -3,462 -14%
RC
143
Roundview Capital
New Jersey
$1.15M
Chevy Chase Trust
144
Chevy Chase Trust
Maryland
$1.11M +$1.11M +20,500 New
BJL
145
Brighton Jones LLC
Washington
$1.1M +$1.1M +20,242 New
IWMPD
146
Integrated Wealth Management (Palm Desert)
California
$1.09M -$27.4K -506 -2%
Citadel Advisors
147
Citadel Advisors
Florida
$1.09M +$1.09M +20,016 New
BAM
148
Baring Asset Management
United Kingdom
$1.08M +$1.08M +19,916 New
GIA
149
Granite Investment Advisors
New Hampshire
$1.01M +$21.2K +390 +2%
WTC
150
WhitTier Trust Company
Nevada
$989K +$5.42K +100 +0.6%

IGIB Hedge Fund Activity: Q3 2015 in Review

272 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2015, worth a combined $5.08B — up 25% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGIB positions and 18 closed out — a net gain of 22 holders — while 93 added to existing stakes and 106 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $50.7M. The largest seller was HighTower Advisors, cutting an estimated $290M.

  • 272 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2015, up from 253 in Q2 2015.
  • Funds reported $5.08B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2015, up 25% quarter-over-quarter.
  • 40 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2015 and 18 closed out, a net change of +22 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2015 was Raymond James & Associates, an estimated $50.7M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2015 was HighTower Advisors, an estimated $290M sold.

Based on aggregated 13F filings for Q3 2015.