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iShares 5-10 Year Investment Grade Corporate Bond ETF

253 hedge funds and large institutions have $4.22B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 109 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $852K | Put options by funds: $277K

27% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 86

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

5.79% more ownership

Funds ownership: 138.48%144.28% (+5.8%)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 256253 (-3)

22% less capital invested

Capital invested by funds: $5.43B → $4.22B (-$1.21B)

Holders
253
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
6.74%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
28
Increased
109
Reduced
86
Closed
28
Calls
$852K
Puts
$277K
Net Calls
+$575K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
151
First Horizon Advisors
Tennessee
$932K +$1.43K +26 +0.2%
DWM
152
Dakota Wealth Management
Florida
$914K +$56.5K +1,024 +7%
BOTW
153
Bank of the West
California
$905K +$185K +3,362 +26%
TIA
154
Tiemann Investment Advisors
California
$893K -$61.4K -1,114 -6%
NSCM
155
New South Capital Management
Tennessee
$883K
AP
156
Advisors Preferred
Maryland
$869K +$866K +15,702 New
RIA
157
Regal Investment Advisors
Michigan
$864K +$568K +10,300 +194%
NA
158
Nottingham Advisors
New York
$854K +$2.98K +54 +0.4%
Comerica Bank
159
Comerica Bank
Texas
$847K -$1.22M -22,040 -59%
MFS
160
MSI Financial Services
Massachusetts
$827K -$64.9K -1,178 -7%
BFEC
161
Benjamin F. Edwards & Company
Missouri
$799K -$4.06M -73,686 -84%
GIA
162
Granite Investment Advisors
New Hampshire
$783K +$90.4K +1,640 +13%
MSU
163
Maple Securities USA
New Jersey
$753K
BFA
164
Bragg Financial Advisors
North Carolina
$753K +$8.27K +150 +1%
SIC
165
Shoker Investment Counsel
Ohio
$747K -$137K -2,486 -16%
GCA
166
Greenwood Capital Associates
South Carolina
$721K +$719K +13,042 New
VKH
167
Virtu KCG Holdings
New York
$697K +$694K +12,594 New
Millennium Management
168
Millennium Management
New York
$686K +$1.87K +34 +0.3%
HighTower Advisors
169
HighTower Advisors
Illinois
$681K +$291M +5,277,246 +138,148%
FMII
170
Farmers & Merchants Investments Inc
Nebraska
$679K -$63.2K -1,146 -9%
FBNAT
171
FirstMerit Bank N.A. Trustee
Ohio
$679K
KA
172
Kovack Advisors
Florida
$667K +$665K +12,062 New
V
173
Veritable
Delaware
$665K +$93.1K +1,688 +16%
CA
174
Cetera Advisors
Colorado
$663K -$759K -13,772 -53%
PR
175
Payden & Rygel
California
$643K -$57.9K -1,050 -8%

IGIB Hedge Fund Activity: Q1 2015 in Review

253 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2015, worth a combined $4.22B — down 22% from $5.43B a quarter earlier.

Fund positioning in IGIB was balanced in Q1 2015: 28 funds opened new positions, 28 closed out, 109 added to existing stakes and 86 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $291M. The largest seller was Fidelity Investments, cutting an estimated $103M.

  • 253 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2015, down from 256 in Q4 2014.
  • Funds reported $4.22B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2015, down 22% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2015 and 28 closed out, a net change of 0 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2015 was HighTower Advisors, an estimated $291M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2015 was Fidelity Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2015.