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iShares 5-10 Year Investment Grade Corporate Bond ETF

428 hedge funds and large institutions have $7.09B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 185 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

70,021% more call options, than puts

Call options by funds: $215M | Put options by funds: $307K

65% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 112

64% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 33

36% more capital invested

Capital invested by funds: $5.21B → $7.09B (+$1.88B)

9.24% more ownership

Funds ownership: 81.87%91.11% (+9.2%)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

5% more funds holding

Funds holding: 409428 (+19)

Holders
428
Holders Change
+19
Holders Change %
+4.65%
% of All Funds
9.39%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.77%
New
54
Increased
185
Reduced
112
Closed
33
Calls
$215M
Puts
$307K
Net Calls
+$215M
Net Calls Change
+$215M
Name Holding Trade Value Shares
Change
Change in
Stake
DE
151
Day & Ennis
Georgia
$2.37M -$293K -5,097 -11%
HIIFS
152
Harel Insurance Investments & Financial Services
Israel
$2.34M +$2.18M +37,956 +1,485%
FAIM
153
Financial Advocates Investment Management
Washington
$2.34M +$101K +1,762 +5%
BCA
154
Bay Colony Advisors
Massachusetts
$2.33M +$188K +3,270 +9%
CAN
155
Cetera Advisor Networks
California
$2.33M +$369K +6,416 +19%
PWAG
156
Polaris Wealth Advisory Group
California
$2.3M +$2.28M +39,665 New
JSA
157
Jacobson & Schmitt Advisors
Wisconsin
$2.26M +$2.24M +38,951 New
SXL
158
Summit X LLC
Missouri
$2.25M -$143K -2,487 -6%
GIA
159
Granite Investment Advisors
New Hampshire
$2.24M -$37.5K -652 -2%
SIA
160
Strategic Investment Advisors
Michigan
$2.24M +$288K +5,004 +15%
LFS
161
Lutz Financial Services
Nebraska
$2.19M -$92.4K -1,608 -4%
DSC
162
Duncker Streett & Co
Missouri
$2.18M -$88.9K -1,547 -4%
BF
163
BOK Financial
Oklahoma
$2.16M +$529K +9,209 +33%
SCA
164
Snowden Capital Advisors
New York
$2.15M -$9.31K -162 -0.4%
NFG
165
Next Financial Group
Texas
$2.13M +$481K +8,372 +29%
RA
166
RFG Advisory
Alabama
$2.1M +$50.5K +879 +2%
CFGS
167
Concourse Financial Group Securities
Alabama
$2.07M -$200K -3,478 -9%
BIA
168
Bigelow Investment Advisors
Maine
$2.05M -$66.5K -1,158 -3%
GCMG
169
Gyroscope Capital Management Group
Florida
$2.01M +$1.98M +34,539 New
PCG
170
Private Capital Group
Connecticut
$2M +$1.08M +18,803 +119%
MA
171
Mutual Advisors
Nebraska
$1.96M +$350K +6,096 +22%
MIAN
172
Mariner Independent Advisor Network
Kansas
$1.96M -$463K -8,066 -19%
CCWA
173
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.94M -$381K -6,624 -17%
KWA
174
KCS Wealth Advisory
California
$1.93M +$41.8K +727 +2%
LWM
175
Liberty Wealth Management
California
$1.91M +$987K +17,179 +109%

IGIB Hedge Fund Activity: Q3 2019 in Review

428 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2019, worth a combined $7.09B — up 36% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IGIB positions and 33 closed out — a net gain of 21 holders — while 185 added to existing stakes and 112 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $940M. The largest seller was Liberty Mutual Group Asset Management, exiting entirely with an estimated $75.2M sold.

  • 428 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2019, up from 409 in Q2 2019.
  • Funds reported $7.09B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2019, up 36% quarter-over-quarter.
  • 54 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2019 and 33 closed out, a net change of +21 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2019 was Prudential plc, an estimated $940M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2019 was Liberty Mutual Group Asset Management, an estimated $75.2M sold.

Based on aggregated 13F filings for Q3 2019.