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iShares 5-10 Year Investment Grade Corporate Bond ETF

339 hedge funds and large institutions have $4.93B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 158 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

77,487% more call options, than puts

Call options by funds: $213M | Put options by funds: $275K

49% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 106

12% more funds holding in top 10

Funds holding in top 10: 3438 (+4)

6% more capital invested

Capital invested by funds: $4.67B → $4.93B (+$264M)

10% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 31

1.25% less ownership

Funds ownership: 143.22%141.97% (-1.2%)

3% less funds holding

Funds holding: 348339 (-9)

Holders
339
Holders Change
-9
Holders Change %
-2.59%
% of All Funds
8.45%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.95%
New
28
Increased
158
Reduced
106
Closed
31
Calls
$213M
Puts
$275K
Net Calls
+$213M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Change in
Stake
EB
126
Eastern Bank
Massachusetts
$3.38M -$639K -11,664 -16%
ICOA
127
Investment Centers of America
North Dakota
$3.31M +$1.73M +31,508 +110%
PVH
128
Psagot Value Holdings
Israel
$3.24M -$11.2M -204,690 -78%
WPC
129
White Pine Capital
Minnesota
$3.18M -$46.1K -840 -1%
CTA
130
Chesley Taft & Associates
Illinois
$3.13M +$76.8K +1,400 +3%
DAM
131
Delta Asset Management
Tennessee
$3.06M -$196K -3,576 -6%
CWM
132
Cornerstone Wealth Management
Missouri
$3.06M +$854K +15,570 +39%
SFG
133
StrategIQ Financial Group
Indiana
$2.98M +$56.6K +1,032 +2%
PPA
134
Parametric Portfolio Associates
Washington
$2.95M -$1.86K -34 -0.1%
TNBTD
135
Trustmark National Bank Trust Department
Mississippi
$2.87M +$1.65M +30,020 +135%
BCM
136
Bluefin Capital Management
New York
$2.86M +$529K +9,652 +23%
EC
137
Estate Counselors
Wisconsin
$2.85M +$873K +15,920 +44%
ASN
138
Advisory Services Network
Georgia
$2.84M +$301K +5,486 +12%
CC
139
Courier Capital
New York
$2.76M -$137K -2,490 -5%
ECM
140
Exchange Capital Management
Michigan
$2.76M -$94.1K -1,716 -3%
DE
141
Day & Ennis
Georgia
$2.75M +$1.63M +29,790 +147%
NYLIM
142
New York Life Investment Management
New York
$2.75M -$15.9M -289,690 -85%
FIM
143
Freedom Investment Management
Connecticut
$2.74M +$75.2K +1,372 +3%
DSC
144
Duncker Streett & Co
Missouri
$2.66M -$182K -3,328 -6%
BWAM
145
Boyd Watterson Asset Management
Ohio
$2.49M -$169K -3,090 -6%
NA
146
NewEdge Advisors
Louisiana
$2.46M +$2.47M +45,004 New
BCA
147
Bray Capital Advisors
Florida
$2.45M -$1.29M -23,470 -34%
HIIFS
148
Harel Insurance Investments & Financial Services
Israel
$2.44M +$2.06M +37,588 +543%
RJT
149
Raymond James Trust
Florida
$2.38M +$902K +16,446 +61%
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$2.37M +$242K +4,416 +11%

IGIB Hedge Fund Activity: Q2 2017 in Review

339 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2017, worth a combined $4.93B — up 5.6% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of IGIB and 28 opened new positions — a net loss of 3 holders — while 106 trimmed existing stakes and 158 added.

The largest buyer was Park Avenue Securities, opening a new position worth an estimated $88.4M. The largest seller was UBS Group, cutting an estimated $204M.

  • 339 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2017, down from 348 in Q1 2017.
  • Funds reported $4.93B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2017, up 5.6% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2017 and 31 closed out, a net change of -3 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2017 was Park Avenue Securities, an estimated $88.4M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2017 was UBS Group, an estimated $204M sold.

Based on aggregated 13F filings for Q2 2017.