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iShares 5-10 Year Investment Grade Corporate Bond ETF

230 hedge funds and large institutions have $3.88B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $3.25B → $3.88B (+$629M)

18.37% more ownership

Funds ownership: 118.03%136.4% (+18%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1% less funds holding

Funds holding: 232230 (-2)

3% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 90

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.66%
New
19
Increased
87
Reduced
90
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
176
Novare Capital Management
North Carolina
$341K +$339K +6,186 New
TIM
177
Tortoise Investment Management
New York
$331K
MCWS
178
McKinley Carter Wealth Services
West Virginia
$324K +$4.06K +74 +1%
AWA
179
Arete Wealth Advisors
Illinois
$321K
RIA
180
Regal Investment Advisors
Michigan
$313K -$127K -2,318 -29%
GHA
181
GW Henssler & Associates
Georgia
$308K +$21.9K +400 +8%
AF
182
Allworth Financial
California
$304K -$2.08K -38 -0.7%
RC
183
Roundview Capital
New Jersey
$286K +$285K +5,190 New
ST
184
Stifel Trust
Missouri
$279K
VAM
185
Visionary Asset Management
Texas
$277K -$65.8K -1,200 -19%
FTIOP
186
Fiduciary Trust International of Pennsylvania
Pennsylvania
$276K -$43.9K -800 -14%
CWM
187
Concert Wealth Management
California
$273K -$43.9K -800 -13%
SSG
188
Summit Securities Group
New York
$271K -$1.92M -35,082 -88%
EAM
189
Evanson Asset Management
California
$267K
WF
190
Welch & Forbes
Massachusetts
$259K
FAAS
191
First Allied Advisory Services
California
$249K -$317K -5,784 -56%
PAS
192
Partnervest Advisory Services
California
$248K
YP
193
Yellowstone Partners
Idaho
$247K -$4.28K -78 -2%
RJT
194
Raymond James Trust
Florida
$246K -$52.5K -958 -18%
SCA
195
STALEY CAPITAL ADVISERS
Pennsylvania
$242K -$60.3K -1,100 -20%
RCAG
196
Rehmann Capital Advisory Group
Michigan
$242K -$2.41K -44 -1%
JIC
197
Johnson Investment Counsel
Ohio
$239K +$239K +4,352 New
SSWM
198
Sheets Smith Wealth Management
North Carolina
$231K
CB
199
Chemical Bank
Michigan
$220K -$4.39K -80 -2%
CFB
200
Cullen/Frost Bankers
Texas
$218K -$82.3K -1,500 -27%

IGIB Hedge Fund Activity: Q2 2014 in Review

230 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2014, worth a combined $3.88B — up 19% from $3.25B a quarter earlier.

Fund positioning in IGIB was balanced in Q2 2014: 19 funds opened new positions, 19 closed out, 87 added to existing stakes and 90 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $525M. The largest seller was Wells Fargo, cutting an estimated $62.2M.

  • 230 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2014, down from 232 in Q1 2014.
  • Funds reported $3.88B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2014, up 19% quarter-over-quarter.
  • 19 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2014 and 19 closed out, a net change of 0 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2014 was Franklin Resources, an estimated $525M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2014 was Wells Fargo, an estimated $62.2M sold.

Based on aggregated 13F filings for Q2 2014.