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iShares 5-10 Year Investment Grade Corporate Bond ETF

337 hedge funds and large institutions have $5.45B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 143 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $474K | Put options by funds: $242K

40% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 102

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

10.88% more ownership

Funds ownership: 141.97%152.85% (+11%)

11% more capital invested

Capital invested by funds: $4.93B → $5.45B (+$519M)

1% less funds holding

Funds holding: 339337 (-2)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
337
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
8.4%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.92%
New
26
Increased
143
Reduced
102
Closed
23
Calls
$474K
Puts
$242K
Net Calls
+$232K
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
151
Aveo Capital Partners
Colorado
$1.84M +$1.84M +33,348 New
MIAN
152
Mariner Independent Advisor Network
Kansas
$1.76M -$5.23M -95,018 -75%
IA
153
IFP Advisors
Florida
$1.71M +$103K +1,872 +6%
BC
154
Bartlett & Co
Ohio
$1.69M -$93K -1,690 -5%
IDBONY
155
Israel Discount Bank of New York
New York
$1.68M +$122K +2,224 +8%
CCWA
156
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.67M -$3.83M -69,494 -70%
State Street
157
State Street
Massachusetts
$1.61M +$19.4K +352 +1%
RC
158
Roundview Capital
New Jersey
$1.6M -$83.7K -1,520 -5%
EC
159
Estate Counselors
Wisconsin
$1.59M -$1.28M -23,200 -45%
DWM
160
Dakota Wealth Management
Florida
$1.58M +$19.1K +346 +1%
FAAS
161
First Allied Advisory Services
California
$1.52M +$161K +2,930 +12%
LFG
162
LifePlan Financial Group
Ohio
$1.5M -$14.1K -256 -0.9%
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
$1.46M -$24.6M -446,674 -94%
SS
164
Simplicity Solutions
Minnesota
$1.45M -$3.53M -64,192 -71%
TIA
165
Tiemann Investment Advisors
California
$1.44M +$24.9K +452 +2%
BHWM
166
Bar Harbor Wealth Management
New Hampshire
$1.43M +$11.2K +204 +0.8%
LF
167
Lee Financial
Texas
$1.4M -$113K -2,050 -7%
PAMG
168
Patton Albertson Miller Group
Tennessee
$1.38M -$35.8K -650 -3%
MA
169
MUFG Americas
New York
$1.38M -$110K -2,000 -7%
HNB
170
Huntington National Bank
Ohio
$1.36M
AAM
171
Autus Asset Management
Arizona
$1.35M +$23.8K +432 +2%
SFS
172
Sowell Financial Services
Arkansas
$1.33M +$5.62K +102 +0.4%
FM
173
Forward Management
California
$1.31M -$6.94K -126 -0.5%
VWM
174
Venturi Wealth Management
Texas
$1.27M -$456K -8,280 -26%
ONB
175
Old National Bancorp
Indiana
$1.25M -$5.51K -100 -0.4%

IGIB Hedge Fund Activity: Q3 2017 in Review

337 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 Q3 2017, worth a combined $5.45B — up 11% from $4.93B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IGIB positions and 23 closed out — a net gain of 3 holders — while 143 added to existing stakes and 102 trimmed.

The largest buyer was UBS Group, adding an estimated $258M. The largest seller was Park Avenue Securities, exiting entirely with an estimated $87.9M sold.

  • 337 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2017, down from 339 in Q2 2017.
  • Funds reported $5.45B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2017, up 11% quarter-over-quarter.
  • 26 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2017 and 23 closed out, a net change of +3 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2017 was UBS Group, an estimated $258M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2017 was Park Avenue Securities, an estimated $87.9M sold.

Based on aggregated 13F filings for Q3 2017.