We are live on ! Find out more
IGIB icon

iShares 5-10 Year Investment Grade Corporate Bond ETF

253 hedge funds and large institutions have $4.22B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 109 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $852K | Put options by funds: $277K

27% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 86

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

5.79% more ownership

Funds ownership: 138.48%144.28% (+5.8%)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 256253 (-3)

22% less capital invested

Capital invested by funds: $5.43B → $4.22B (-$1.21B)

Holders
253
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
6.74%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
28
Increased
109
Reduced
86
Closed
28
Calls
$852K
Puts
$277K
Net Calls
+$575K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
BPBT
176
Boston Private Bank & Trust
Massachusetts
$620K -$1.32K -24 -0.2%
SCG
177
Sonata Capital Group
Washington
$598K
MA
178
Menlo Advisors
California
$595K
RT
179
Reliance Trust
Georgia
$581K -$633K -11,490 -52%
ATC
180
Argent Trust Co
Tennessee
$568K +$566K +10,264 New
DWM
181
Destination Wealth Management
California
$545K +$200K +3,624 +58%
WPIC
182
White Pine Investment Company
Michigan
$535K +$1.65K +30 +0.3%
NEAM
183
New England Asset Management
Connecticut
$521K
I
184
IberiaBank
Louisiana
$494K +$2.76K +50 +0.6%
BAAM
185
Baker Avenue Asset Management
California
$484K
PG
186
Patten Group
Tennessee
$483K -$5.51K -100 -1%
RC
187
Roundview Capital
New Jersey
$476K +$19.8K +360 +4%
CBU
188
CIBC Bank USA
Illinois
$465K
FTIOP
189
Fiduciary Trust International of Pennsylvania
Pennsylvania
$434K +$63.4K +1,150 +17%
IH
190
IFC Holdings
Florida
$425K -$7.17K -130 -2%
BKA
191
Brick & Kyle Associates
Pennsylvania
$421K
LG
192
Laidlaw Group
New York
$421K
FAAS
193
First Allied Advisory Services
California
$415K +$42.7K +774 +12%
PFS
194
Prospera Financial Services
Texas
$409K +$13K +236 +3%
LFG
195
LifePlan Financial Group
Ohio
$407K -$43.1K -782 -10%
Kayne Anderson Rudnick Investment Management
196
Kayne Anderson Rudnick Investment Management
California
$397K -$29K -526 -7%
CIBC World Market
197
CIBC World Market
Ontario, Canada
$381K +$5.07K +92 +1%
ADBIC
198
A.D. Beadell Investment Counsel
Wisconsin
$361K -$662K -12,000 -65%
CAN
199
Cetera Advisor Networks
California
$353K +$353K +6,400 New
JIC
200
Johnson Investment Counsel
Ohio
$340K +$14.9K +270 +5%

IGIB Hedge Fund Activity: Q1 2015 in Review

253 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2015, worth a combined $4.22B — down 22% from $5.43B a quarter earlier.

Fund positioning in IGIB was balanced in Q1 2015: 28 funds opened new positions, 28 closed out, 109 added to existing stakes and 86 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $291M. The largest seller was Fidelity Investments, cutting an estimated $103M.

  • 253 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2015, down from 256 in Q4 2014.
  • Funds reported $4.22B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2015, down 22% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2015 and 28 closed out, a net change of 0 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2015 was HighTower Advisors, an estimated $291M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2015 was Fidelity Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2015.