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iShares 5-10 Year Investment Grade Corporate Bond ETF

212 hedge funds and large institutions have $5.34B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 97 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $4.14B → $5.34B (+$1.2B)

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0.81% more ownership

Funds ownership: 113.76%114.56% (+0.81%)

0% less funds holding

Funds holding: 213212 (-1)

13% less funds holding in top 10

Funds holding in top 10: 2421 (-3)

24% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 97

Holders
212
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
6.87%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.68%
New
21
Increased
74
Reduced
97
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
176
Tortoise Investment Management
New York
$324K
ACP
177
Aviance Capital Partners
Florida
$319K +$6.99K +130 +2%
FTIOP
178
Fiduciary Trust International of Pennsylvania
Pennsylvania
$314K +$85.9K +1,598 +38%
SCA
179
STALEY CAPITAL ADVISERS
Pennsylvania
$297K
LFG
180
LifePlan Financial Group
Ohio
$273K -$2.15K -40 -0.8%
FAAS
181
First Allied Advisory Services
California
$266K -$329K -6,116 -55%
RIA
182
Regal Investment Advisors
Michigan
$264K +$24.4K +454 +10%
KFS
183
KMS Financial Services
Washington
$258K +$256K +4,772 New
RFC
184
Regions Financial Corp
Alabama
$253K +$40.4K +752 +19%
PAS
185
Partnervest Advisory Services
California
$243K
SSWM
186
Sheets Smith Wealth Management
North Carolina
$237K
JA
187
JOYN Advisors
Georgia
$227K +$226K +4,200 New
CB
188
Chemical Bank
Michigan
$215K -$2.37K -44 -1%
HighTower Advisors
189
HighTower Advisors
Illinois
$206K -$35.8K -666 -15%
CEMP
190
Compass Efficient Model Portfolios
Tennessee
$200K -$19M -352,986 -99%
RFA
191
Reilly Financial Advisors
California
$190K -$94.1K -1,750 -33%
CCM
192
Chilton Capital Management
Texas
$183K
PSUF
193
People's United Financial
Connecticut
$167K +$167K +3,102 New
JG
194
Jefferies Group
New York
$129K +$128K +2,386 New
ECM
195
ETrade Capital Management
Virginia
$114K +$44.3K +824 +64%
HDIM
196
Hanson & Doremus Investment Management
Vermont
$109K
AFC
197
AFT Forsyth & Company
Florida
$108K +$5.91K +110 +6%
PTC
198
Private Trust Company
Ohio
$86K -$146K -2,722 -63%
FAM
199
Formidable Asset Management
Ohio
$80K +$80.1K +1,490 New
M&T Bank
200
M&T Bank
New York
$69K +$63.8K +1,188 +1,188%

IGIB Hedge Fund Activity: Q3 2013 in Review

212 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2013, worth a combined $5.34B — up 29% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGIB positions and 20 closed out — a net gain of 1 holder — while 74 added to existing stakes and 97 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $70.3M. The largest seller was BlackRock Advisors, exiting entirely with an estimated $71.2M sold.

  • 212 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2013, down from 213 in Q2 2013.
  • Funds reported $5.34B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2013, up 29% quarter-over-quarter.
  • 21 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2013 and 20 closed out, a net change of +1 holder.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2013 was Charles Schwab Investment Advisory, an estimated $70.3M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2013 was BlackRock Advisors, an estimated $71.2M sold.

Based on aggregated 13F filings for Q3 2013.