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iShares 5-10 Year Investment Grade Corporate Bond ETF

212 hedge funds and large institutions have $5.34B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 97 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $4.14B → $5.34B (+$1.2B)

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0.81% more ownership

Funds ownership: 113.76%114.56% (+0.81%)

0% less funds holding

Funds holding: 213212 (-1)

13% less funds holding in top 10

Funds holding in top 10: 2421 (-3)

24% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 97

Holders
212
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
6.87%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.68%
New
21
Increased
74
Reduced
97
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
151
Menlo Advisors
California
$639K -$11.3K -210 -2%
BIA
152
Biondo Investment Advisors
Pennsylvania
$603K -$18.3K -340 -3%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$575K +$573K +10,654 New
FBNAT
154
FirstMerit Bank N.A. Trustee
Ohio
$559K -$761K -14,164 -58%
VAM
155
Visionary Asset Management
Texas
$559K +$554K +10,306 New
DWM
156
Destination Wealth Management
California
$551K -$97.5K -1,814 -15%
BWAM
157
Boyd Watterson Asset Management
Ohio
$516K +$251K +4,676 +96%
GHA
158
GW Henssler & Associates
Georgia
$491K +$64.5K +1,200 +15%
FIAS
159
FinTrust Investment Advisory Services
South Carolina
$484K -$67.4K -1,254 -12%
I
160
IberiaBank
Louisiana
$479K -$383K -7,126 -45%
G
161
GlobalBridge
Minnesota
$472K -$4.41K -82 -0.9%
GIA
162
Granite Investment Advisors
New Hampshire
$459K -$167K -3,100 -27%
BAAM
163
Baker Avenue Asset Management
California
$437K +$435K +8,100 New
RJT
164
Raymond James Trust
Florida
$430K -$75.2K -1,400 -15%
MCWS
165
McKinley Carter Wealth Services
West Virginia
$411K +$410K +7,624 New
LG
166
Laidlaw Group
New York
$410K
FFIC
167
First Fiduciary Investment Counsel
Ohio
$402K -$514K -9,560 -56%
TU
168
TDAM USA
Ontario, Canada
$400K -$78.5K -1,460 -16%
CIBC World Market
169
CIBC World Market
Ontario, Canada
$394K +$393K +7,310 New
ST
170
Stifel Trust
Missouri
$386K -$131K -2,434 -25%
CBU
171
CIBC Bank USA
Illinois
$383K -$242K -4,500 -39%
Kayne Anderson Rudnick Investment Management
172
Kayne Anderson Rudnick Investment Management
California
$369K
ACM
173
Aviance Capital Management
Florida
$355K -$4.41K -82 -1%
BPBT
174
Boston Private Bank & Trust
Massachusetts
$354K -$6.02K -112 -2%
ECAM
175
East Coast Asset Management
Massachusetts
$344K +$169K +3,142 +97%

IGIB Hedge Fund Activity: Q3 2013 in Review

212 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2013, worth a combined $5.34B — up 29% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGIB positions and 20 closed out — a net gain of 1 holder — while 74 added to existing stakes and 97 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $70.3M. The largest seller was BlackRock Advisors, exiting entirely with an estimated $71.2M sold.

  • 212 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2013, down from 213 in Q2 2013.
  • Funds reported $5.34B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2013, up 29% quarter-over-quarter.
  • 21 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2013 and 20 closed out, a net change of +1 holder.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2013 was Charles Schwab Investment Advisory, an estimated $70.3M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2013 was BlackRock Advisors, an estimated $71.2M sold.

Based on aggregated 13F filings for Q3 2013.