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iShares 5-10 Year Investment Grade Corporate Bond ETF

339 hedge funds and large institutions have $4.93B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 158 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

77,487% more call options, than puts

Call options by funds: $213M | Put options by funds: $275K

49% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 106

12% more funds holding in top 10

Funds holding in top 10: 3438 (+4)

6% more capital invested

Capital invested by funds: $4.67B → $4.93B (+$264M)

10% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 31

1.25% less ownership

Funds ownership: 143.22%141.97% (-1.2%)

3% less funds holding

Funds holding: 348339 (-9)

Holders
339
Holders Change
-9
Holders Change %
-2.59%
% of All Funds
8.45%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.95%
New
28
Increased
158
Reduced
106
Closed
31
Calls
$213M
Puts
$275K
Net Calls
+$213M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
151
Concorde Asset Management
Michigan
$2.16M +$869K +15,852 +68%
TCM
152
Telos Capital Management
California
$2.1M +$169K +3,080 +9%
LG
153
Leuthold Group
Minnesota
$2.08M +$1.22M +22,266 +143%
HJA
154
Hugh Johnson Advisors
New York
$2.07M -$117K -2,140 -5%
WP
155
WealthSource Partners
California
$2.04M +$365K +6,664 +22%
Northern Trust
156
Northern Trust
Illinois
$2.02M +$4.12M +75,154 +2%
ACP
157
Ashfield Capital Partners
California
$2M -$78.9K -1,440 -4%
BTIS
158
BB&T Investment Services
North Carolina
$1.98M +$833K +15,200 +73%
GIA
159
Granite Investment Advisors
New Hampshire
$1.93M +$44.6K +814 +2%
BC
160
Bartlett & Co
Ohio
$1.78M -$75.7K -1,380 -4%
VWM
161
Venturi Wealth Management
Texas
$1.72M -$106K -1,940 -6%
RC
162
Roundview Capital
New Jersey
$1.68M +$123K +2,250 +8%
AR
163
Advisory Research
Illinois
$1.63M +$182K +3,316 +13%
IA
164
IFP Advisors
Florida
$1.6M -$73K -1,332 -4%
State Street
165
State Street
Massachusetts
$1.59M -$90K -1,642 -5%
IDBONY
166
Israel Discount Bank of New York
New York
$1.55M -$6.03K -110 -0.4%
DWM
167
Dakota Wealth Management
Florida
$1.55M +$71.2K +1,298 +5%
GFPC
168
Global Financial Private Capital
Florida
$1.53M -$53.2K -970 -3%
LFG
169
LifePlan Financial Group
Ohio
$1.51M +$124K +2,258 +9%
LF
170
Lee Financial
Texas
$1.5M -$165K -3,012 -10%
MA
171
MUFG Americas
New York
$1.48M -$72.9K -1,330 -5%
PAMG
172
Patton Albertson Miller Group
Tennessee
$1.42M -$379K -6,912 -21%
BHWM
173
Bar Harbor Wealth Management
New Hampshire
$1.41M +$18.4K +336 +1%
TIA
174
Tiemann Investment Advisors
California
$1.41M +$55.2K +1,006 +4%
CCFCSB
175
Cape Cod Five Cents Savings Bank
Massachusetts
$1.39M +$28.9K +528 +2%

IGIB Hedge Fund Activity: Q2 2017 in Review

339 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2017, worth a combined $4.93B — up 5.6% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of IGIB and 28 opened new positions — a net loss of 3 holders — while 106 trimmed existing stakes and 158 added.

The largest buyer was Park Avenue Securities, opening a new position worth an estimated $88.4M. The largest seller was UBS Group, cutting an estimated $204M.

  • 339 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2017, down from 348 in Q1 2017.
  • Funds reported $4.93B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2017, up 5.6% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2017 and 31 closed out, a net change of -3 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2017 was Park Avenue Securities, an estimated $88.4M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2017 was UBS Group, an estimated $204M sold.

Based on aggregated 13F filings for Q2 2017.