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iShares 5-10 Year Investment Grade Corporate Bond ETF

428 hedge funds and large institutions have $7.09B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 185 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

70,021% more call options, than puts

Call options by funds: $215M | Put options by funds: $307K

65% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 112

64% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 33

36% more capital invested

Capital invested by funds: $5.21B → $7.09B (+$1.88B)

9.24% more ownership

Funds ownership: 81.87%91.11% (+9.2%)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

5% more funds holding

Funds holding: 409428 (+19)

Holders
428
Holders Change
+19
Holders Change %
+4.65%
% of All Funds
9.39%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.77%
New
54
Increased
185
Reduced
112
Closed
33
Calls
$215M
Puts
$307K
Net Calls
+$215M
Net Calls Change
+$215M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
126
Concorde Asset Management
Michigan
$3.36M +$1.17M +20,360 +54%
FPGK
127
Financial Partners Group (Kansas)
Kansas
$3.31M +$2.96M +51,541 +927%
RC
128
Roundview Capital
New Jersey
$3.27M +$53.6K +933 +2%
CSIA
129
Charles Schwab Investment Advisory
California
$3.24M -$463K -8,061 -13%
LFG
130
LifePlan Financial Group
Ohio
$3.24M +$319K +5,553 +11%
WT
131
Whittier Trust
California
$3.23M -$4.2K -73 -0.1%
DWM
132
Dakota Wealth Management
Florida
$3.23M +$197K +3,436 +7%
AIM
133
Acropolis Investment Management
Missouri
$3.21M -$103K -1,788 -3%
FAAS
134
First Allied Advisory Services
California
$3.13M +$202K +3,509 +7%
PPA
135
Parametric Portfolio Associates
Washington
$3.11M
WPC
136
White Pine Capital
Minnesota
$3.09M -$5.75K -100 -0.2%
SP
137
SWS Partners
Ohio
$2.92M +$367K +6,390 +14%
BS
138
Banco Santander
Spain
$2.9M
VFA
139
Voya Financial Advisors
Connecticut
$2.88M +$848K +14,762 +42%
CMP
140
Courage Miller Partners
Virginia
$2.85M -$20.1K -349 -0.7%
CGFA
141
Colton Groome Financial Advisors
North Carolina
$2.84M +$2.84M +49,343 New
Prudential Financial
142
Prudential Financial
New Jersey
$2.71M +$451K +7,846 +20%
Northern Trust
143
Northern Trust
Illinois
$2.65M +$38.5M +669,580 +17%
CCT
144
Country Club Trust
Missouri
$2.59M -$54K -940 -2%
PWW
145
Pettyjohn Wood & White
Virginia
$2.54M -$80.4K -1,400 -3%
CA
146
Cetera Advisors
Colorado
$2.51M +$417K +7,259 +20%
TC
147
TAP Consulting
Missouri
$2.48M +$2.46M +42,871 New
RMDI
148
R.M. Davis Inc
Maine
$2.47M +$122K +2,129 +5%
CWS
149
Cypress Wealth Services
California
$2.43M +$972K +16,921 +67%
AIM
150
Astor Investment Management
Illinois
$2.42M +$629K +10,943 +35%

IGIB Hedge Fund Activity: Q3 2019 in Review

428 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2019, worth a combined $7.09B — up 36% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IGIB positions and 33 closed out — a net gain of 21 holders — while 185 added to existing stakes and 112 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $940M. The largest seller was Liberty Mutual Group Asset Management, exiting entirely with an estimated $75.2M sold.

  • 428 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2019, up from 409 in Q2 2019.
  • Funds reported $7.09B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2019, up 36% quarter-over-quarter.
  • 54 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2019 and 33 closed out, a net change of +21 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2019 was Prudential plc, an estimated $940M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2019 was Liberty Mutual Group Asset Management, an estimated $75.2M sold.

Based on aggregated 13F filings for Q3 2019.