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iShares 5-10 Year Investment Grade Corporate Bond ETF

366 hedge funds and large institutions have $4.98B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 112 increasing their positions, 156 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.95% more ownership

Funds ownership: 143.98%153.93% (+9.9%)

0% less capital invested

Capital invested by funds: $4.98B → $4.98B (-$2.66M)

5% less funds holding

Funds holding: 386366 (-20)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

28% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 156

32% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 41

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $319K

Holders
366
Holders Change
-20
Holders Change %
-5.18%
% of All Funds
8.38%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.76%
New
28
Increased
112
Reduced
156
Closed
41
Calls
Puts
$319K
Net Calls
-$319K
Net Calls Change
-$319K
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
151
Private Capital Group
Connecticut
$1.76M +$3.19K +60 +0.2%
DWM
152
Dakota Wealth Management
Florida
$1.69M +$84.3K +1,586 +5%
BIA
153
Bigelow Investment Advisors
Maine
$1.68M
TIA
154
Tiemann Investment Advisors
California
$1.68M -$43K -808 -2%
LF
155
Lee Financial
Texas
$1.64M -$75.5K -1,420 -4%
William Blair & Company
156
William Blair & Company
Illinois
$1.57M -$114K -2,138 -7%
AP
157
Agilis Partners
Massachusetts
$1.55M -$1.83M -34,394 -54%
State Street
158
State Street
Massachusetts
$1.53M -$12.7K -238 -0.8%
BCWM
159
Bartlett & Co Wealth Management
Ohio
$1.52M -$30.8K -580 -2%
BC
160
Bartlett & Co
Ohio
$1.52M -$30.8K -580 -2%
IA
161
IFP Advisors
Florida
$1.49M -$40.1K -754 -3%
HJA
162
Hugh Johnson Advisors
New York
$1.48M -$502K -9,450 -25%
BHWM
163
Bar Harbor Wealth Management
New Hampshire
$1.47M +$62.4K +1,174 +4%
PCM
164
Parsons Capital Management
Rhode Island
$1.44M +$32.6K +614 +2%
EC
165
Estate Counselors
Wisconsin
$1.42M +$241K +4,540 +21%
AIM
166
Aspen Investment Management
Michigan
$1.33M +$27.5K +518 +2%
BCA
167
Bray Capital Advisors
Florida
$1.28M -$858K -16,130 -40%
HighTower Advisors
168
HighTower Advisors
Illinois
$1.27M -$1.06M -20,002 -45%
FM
169
Forward Management
California
$1.23M -$1.17K -22 -0.1%
HNB
170
Huntington National Bank
Ohio
$1.23M
CC
171
Courier Capital
New York
$1.22M -$770K -14,480 -39%
GWM
172
Geneos Wealth Management
Colorado
$1.22M +$51.6K +970 +4%
AA
173
Apriem Advisors
California
$1.16M -$3.13M -58,940 -73%
WTC
174
WhitTier Trust Company
Nevada
$1.16M +$55.4K +1,042 +5%
BAAM
175
Baker Avenue Asset Management
California
$1.16M -$635K -11,950 -35%

IGIB Hedge Fund Activity: Q2 2018 in Review

366 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2018, worth a combined $4.98B — down 0.05% from $4.98B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of IGIB and 28 opened new positions — a net loss of 13 holders — while 156 trimmed existing stakes and 112 added.

The largest buyer was Envestnet Asset Management, adding an estimated $242M. The largest seller was Wells Fargo, cutting an estimated $59.8M.

  • 366 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2018, down from 386 in Q1 2018.
  • Funds reported $4.98B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2018, down 0.05% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2018 and 41 closed out, a net change of -13 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2018 was Envestnet Asset Management, an estimated $242M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2018 was Wells Fargo, an estimated $59.8M sold.

Based on aggregated 13F filings for Q2 2018.