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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

386 hedge funds and large institutions have $4.98B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 395 → 386 (-9)

8% less funds holding in top 10

Funds holding in top 10: 40 → 37 (-3)

10% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 146

13% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 45

13.79% less ownership

Funds ownership: 157.77% → 143.98% (-14%)

15% less capital invested

Capital invested by funds: $5.83B → $4.98B (-$853M)

Holders
386
Holders Change
-9
Holders Change %
-2.28%
% of All Funds
8.85%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.85%
New
39
Increased
131
Reduced
146
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIMU
Allianz Investment Management US
Minnesota
+$58.8M
2
AssetMark Inc
AssetMark Inc
California
+$55.5M
3
Goldman Sachs
Goldman Sachs
New York
+$26.4M
4
LPL Financial
LPL Financial
California
+$20.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$20.3M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$204M
2
T
Thomaspartners
Massachusetts
-$170M
3
SMA
Simply Money Advisors
Ohio
-$74.8M
4
Citigroup
Citigroup
New York
-$64.4M
5
WI
WBI Investments
New Jersey
-$59.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
151
Bray Capital Advisors
Florida
$2.15M -$237K -4,400 -10%
EB
152
Eastern Bank
Massachusetts
$2.03M -$374K -6,938 -16%
RIM
153
Redwood Investment Management
Arizona
$2.03M -$1.19M -22,008 -37%
LG
154
Leuthold Group
Minnesota
$2.01M -$86.7K -1,610 -4%
Northern Trust
155
Northern Trust
Illinois
$2.01M +$999K +18,540 +0.5%
CC
156
Courier Capital
New York
$2.01M -$578K -10,730 -22%
HJA
157
Hugh Johnson Advisors
New York
$2M – – –
BF
158
BOK Financial
Oklahoma
$1.97M +$59.3K +1,100 +3%
FAAS
159
First Allied Advisory Services
California
$1.95M +$291K +5,406 +18%
Deutsche Bank
160
Deutsche Bank
Germany
$1.84M +$1.85M +34,434 New
BAAM
161
Baker Avenue Asset Management
California
$1.81M – – –
PCG
162
Private Capital Group
Connecticut
$1.77M -$69.1K -1,282 -4%
TIA
163
Tiemann Investment Advisors
California
$1.74M +$40.6K +754 +2%
LF
164
Lee Financial
Texas
$1.73M -$415K -7,696 -19%
DAS
165
Dynamic Advisor Solutions
Arizona
$1.73M +$1.46M +27,070 +531%
SFG
166
StrategIQ Financial Group
Indiana
$1.72M +$66.1K +1,228 +4%
William Blair & Company
167
William Blair & Company
Illinois
$1.7M +$1.71M +31,718 New
BIA
168
Bigelow Investment Advisors
Maine
$1.7M -$6.46K -120 -0.4%
DWM
169
Dakota Wealth Management
Florida
$1.62M +$78.4K +1,456 +5%
IA
170
IFP Advisors
Florida
$1.57M – – –
BCWM
171
Bartlett & Co Wealth Management
Ohio
$1.56M +$1.57M +29,158 New
BC
172
Bartlett & Co
Ohio
$1.56M -$53.3K -990 -3%
State Street
173
State Street
Massachusetts
$1.55M -$14.2K -264 -0.9%
PCM
174
Parsons Capital Management
Rhode Island
$1.42M +$285K +5,288 +25%
BHWM
175
Bar Harbor Wealth Management
New Hampshire
$1.42M -$3.99K -74 -0.3%
5 6
7
8 9

IGIB Hedge Fund Activity: Q1 2018 in Review

386 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2018, worth a combined $4.98B — down 15% from $5.83B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of IGIB and 39 opened new positions — a net loss of 6 holders — while 146 trimmed existing stakes and 131 added.

The largest buyer was Allianz Investment Management US, adding an estimated $58.8M. The largest seller was Envestnet Asset Management, cutting an estimated $204M.

  • 386 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2018, down from 395 in Q4 2017.
  • Funds reported $4.98B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2018, down 15% quarter-over-quarter.
  • 39 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2018 and 45 closed out, a net change of -6 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2018 was Allianz Investment Management US, an estimated $58.8M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2018.