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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

235 hedge funds and large institutions have $4.62B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 115 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 73

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

19% more capital invested

Capital invested by funds: $3.88B → $4.62B (+$748M)

2% more funds holding

Funds holding: 230 → 235 (+5)

1.01% more ownership

Funds ownership: 136.4% → 137.41% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 23 → 23 (0)

Holders
235
Holders Change
+5
Holders Change %
+2.17%
% of All Funds
6.82%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
21
Increased
115
Reduced
73
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$56.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.2M
3
Wells Fargo
Wells Fargo
California
+$25.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$22.7M
5
SMA
Simply Money Advisors
Ohio
+$16.5M

Top Sellers

Rank Fund Capital Flow
1
BIM
BlackRock Investment Management
Delaware
-$14.6M
2
DADC
D.A. Davidson & Co
Montana
-$8.29M
3
LPL Financial
LPL Financial
California
-$7.53M
4
Bank of America
Bank of America
North Carolina
-$6.26M
5
JG
Jefferies Group
New York
-$5.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
151
Tiemann Investment Advisors
California
$927K +$25.1K +458 +3%
AIG
152
American International Group
New York
$914K -$862K -15,698 -48%
WTC
153
WhitTier Trust Company
Nevada
$905K -$508K -9,260 -36%
BFA
154
Bragg Financial Advisors
North Carolina
$853K – – –
AI
155
Atria Investments
North Carolina
$788K +$360K +6,554 +83%
MAA
156
Managed Account Advisors
New Jersey
$785K +$29.3K +534 +4%
FIM
157
Freedom Investment Management
Connecticut
$760K +$15.2K +276 +2%
SIC
158
Shoker Investment Counsel
Ohio
$757K +$41.2K +750 +6%
AP
159
Advisors Preferred
Maryland
$731K +$734K +13,370 New
GIA
160
Granite Investment Advisors
New Hampshire
$706K +$110K +2,010 +18%
FMII
161
Farmers & Merchants Investments Inc
Nebraska
$698K +$40.6K +740 +6%
FBNAT
162
FirstMerit Bank N.A. Trustee
Ohio
$697K – – –
PR
163
Payden & Rygel
California
$692K -$65.9K -1,200 -9%
SB
164
Suntrust Banks
Georgia
$685K -$935K -17,018 -58%
MWR
165
McAdams Wright Ragen
Washington
$669K +$2.53K +46 +0.4%
V
166
Veritable
Delaware
$649K – – –
MA
167
Menlo Advisors
California
$588K -$59.3K -1,080 -9%
BHB
168
Bank Hapoalim BM
Israel
$521K -$39.5K -720 -7%
NEAM
169
New England Asset Management
Connecticut
$515K – – –
BPBT
170
Boston Private Bank & Trust
Massachusetts
$512K +$26.4K +480 +5%
IH
171
IFC Holdings
Florida
$496K -$367K -6,686 -43%
I
172
IberiaBank
Louisiana
$485K – – –
FAAS
173
First Allied Advisory Services
California
$483K +$237K +4,308 +95%
BAAM
174
Baker Avenue Asset Management
California
$472K +$14.4K +262 +3%
AL
175
Aspiriant LLC
California
$466K +$1.76K +32 +0.4%
5 6
7
8 9

IGIB Hedge Fund Activity: Q3 2014 in Review

235 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2014, worth a combined $4.62B — up 19% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGIB positions and 14 closed out — a net gain of 7 holders — while 115 added to existing stakes and 73 trimmed.

The largest buyer was Franklin Resources, adding an estimated $56.6M. The largest seller was BlackRock Investment Management, cutting an estimated $14.6M.

  • 235 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2014, up from 230 in Q2 2014.
  • Funds reported $4.62B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2014, up 19% quarter-over-quarter.
  • 21 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2014 and 14 closed out, a net change of +7 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2014 was Franklin Resources, an estimated $56.6M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2014 was BlackRock Investment Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q3 2014.