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iShares 5-10 Year Investment Grade Corporate Bond ETF

386 hedge funds and large institutions have $4.98B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 395386 (-9)

8% less funds holding in top 10

Funds holding in top 10: 4037 (-3)

10% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 146

13% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 45

13.79% less ownership

Funds ownership: 157.77%143.98% (-14%)

15% less capital invested

Capital invested by funds: $5.83B → $4.98B (-$853M)

Holders
386
Holders Change
-9
Holders Change %
-2.28%
% of All Funds
8.85%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.85%
New
39
Increased
131
Reduced
146
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
126
Citigroup
New York
$3.17M -$64.4M -1,196,264 -95%
AWM
127
AE Wealth Management
Kansas
$3.11M -$163K -3,018 -5%
DAM
128
Delta Asset Management
Tennessee
$3.1M -$36.7K -682 -1%
VFA
129
Voya Financial Advisors
Connecticut
$3.08M -$3.57M -66,354 -54%
TD Asset Management
130
TD Asset Management
Ontario, Canada
$3.06M
CCT
131
Country Club Trust
Missouri
$3.05M +$3.06M +56,854 New
PWM
132
Patriot Wealth Management
Texas
$3.01M +$190K +3,534 +7%
CTA
133
Chesley Taft & Associates
Illinois
$2.98M -$156K -2,898 -5%
BWAM
134
Boyd Watterson Asset Management
Ohio
$2.94M +$172K +3,190 +6%
PPA
135
Parametric Portfolio Associates
Washington
$2.88M
IWP
136
Icon Wealth Partners
Texas
$2.78M +$1.83M +33,892 +188%
HIIFS
137
Harel Insurance Investments & Financial Services
Israel
$2.74M -$299K -5,558 -10%
PWW
138
Pettyjohn Wood & White
Virginia
$2.73M +$108K +2,004 +4%
FIM
139
Freedom Investment Management
Connecticut
$2.66M -$19.8K -368 -0.7%
FAIM
140
Financial Advocates Investment Management
Washington
$2.63M +$1.88M +34,948 +249%
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
$2.54M +$154K +2,850 +6%
LA
142
Leonetti & Associates
Illinois
$2.46M -$37K -686 -1%
PAG
143
Private Advisor Group
New Jersey
$2.46M -$2.14M -39,718 -46%
HighTower Advisors
144
HighTower Advisors
Illinois
$2.36M +$1.03M +19,176 +77%
DSC
145
Duncker Streett & Co
Missouri
$2.35M -$147K -2,726 -6%
GIA
146
Granite Investment Advisors
New Hampshire
$2.35M +$6.46K +120 +0.3%
ASN
147
Advisory Services Network
Georgia
$2.32M +$67K +1,244 +3%
ACP
148
Aveo Capital Partners
Colorado
$2.32M +$2.33M +43,190 New
IDBONY
149
Israel Discount Bank of New York
New York
$2.25M +$559K +10,372 +33%
CAM
150
Concorde Asset Management
Michigan
$2.24M -$834K -15,482 -27%

IGIB Hedge Fund Activity: Q1 2018 in Review

386 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2018, worth a combined $4.98B — down 15% from $5.83B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of IGIB and 39 opened new positions — a net loss of 6 holders — while 146 trimmed existing stakes and 131 added.

The largest buyer was Allianz Investment Management US, adding an estimated $58.8M. The largest seller was Envestnet Asset Management, cutting an estimated $204M.

  • 386 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2018, down from 395 in Q4 2017.
  • Funds reported $4.98B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2018, down 15% quarter-over-quarter.
  • 39 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2018 and 45 closed out, a net change of -6 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2018 was Allianz Investment Management US, an estimated $58.8M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2018.