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iShares 5-10 Year Investment Grade Corporate Bond ETF

395 hedge funds and large institutions have $5.83B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 143 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 22

31% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 109

28% more call options, than puts

Call options by funds: $459K | Put options by funds: $360K

17% more funds holding

Funds holding: 337395 (+58)

8% more funds holding in top 10

Funds holding in top 10: 3740 (+3)

7% more capital invested

Capital invested by funds: $5.45B → $5.83B (+$376M)

4.92% more ownership

Funds ownership: 152.85%157.77% (+4.9%)

Holders
395
Holders Change
+58
Holders Change %
+17.21%
% of All Funds
8.96%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.91%
New
81
Increased
143
Reduced
109
Closed
22
Calls
$459K
Puts
$360K
Net Calls
+$99K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
PVH
126
Psagot Value Holdings
Israel
$3.66M -$997K -18,190 -21%
PA
127
PFG Advisors
Arizona
$3.65M +$3.67M +66,904 New
DE
128
Day & Ennis
Georgia
$3.63M +$280K +5,116 +8%
Millennium Management
129
Millennium Management
New York
$3.59M +$3.61M +65,816 New
SAS
130
Stelac Advisory Services
New York
$3.54M -$392K -7,156 -10%
BBA
131
Braun-Bostich & Associates
Pennsylvania
$3.52M +$3.53M +64,468 New
AP
132
Agilis Partners
Massachusetts
$3.47M +$1M +18,274 +40%
AWM
133
AE Wealth Management
Kansas
$3.34M +$39.5K +720 +1%
WPC
134
White Pine Capital
Minnesota
$3.33M +$28.5K +520 +0.9%
FWIA
135
Fort Washington Investment Advisors
Ohio
$3.32M
RIM
136
Redwood Investment Management
Arizona
$3.27M +$3.28M +59,818 New
DAM
137
Delta Asset Management
Tennessee
$3.2M +$123K +2,246 +4%
CTA
138
Chesley Taft & Associates
Illinois
$3.2M -$11.2K -204 -0.3%
CAM
139
Concorde Asset Management
Michigan
$3.13M -$481K -8,776 -13%
TD Asset Management
140
TD Asset Management
Ontario, Canada
$3.11M
HIIFS
141
Harel Insurance Investments & Financial Services
Israel
$3.09M +$2.69M +49,156 +653%
RJT
142
Raymond James Trust
Florida
$2.93M +$213K +3,882 +8%
PPA
143
Parametric Portfolio Associates
Washington
$2.93M -$6.58K -120 -0.2%
PWM
144
Patriot Wealth Management
Texas
$2.87M +$2.88M +52,566 New
BTIS
145
BB&T Investment Services
North Carolina
$2.86M +$524K +9,570 +22%
BWAM
146
Boyd Watterson Asset Management
Ohio
$2.82M -$125K -2,276 -4%
FIM
147
Freedom Investment Management
Connecticut
$2.73M -$1.1K -20 -0%
DG
148
Delek Group
Israel
$2.68M +$2.69M +49,090 New
PWW
149
Pettyjohn Wood & White
Virginia
$2.68M +$2.69M +49,010 New
Renaissance Technologies
150
Renaissance Technologies
New York
$2.65M +$2.66M +48,514 New

IGIB Hedge Fund Activity: Q4 2017 in Review

395 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2017, worth a combined $5.83B — up 6.9% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IGIB positions and 22 closed out — a net gain of 59 holders — while 143 added to existing stakes and 109 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $85.2M. The largest seller was AssetMark Inc, cutting an estimated $37.9M.

  • 395 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2017, up from 337 in Q3 2017.
  • Funds reported $5.83B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2017, up 6.9% quarter-over-quarter.
  • 81 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2017 and 22 closed out, a net change of +59 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2017 was Envestnet Asset Management, an estimated $85.2M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2017 was AssetMark Inc, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2017.