We are live on ! Find out more
IGIB icon

iShares 5-10 Year Investment Grade Corporate Bond ETF

337 hedge funds and large institutions have $5.45B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 143 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $474K | Put options by funds: $242K

40% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 102

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

10.88% more ownership

Funds ownership: 141.97%152.85% (+11%)

11% more capital invested

Capital invested by funds: $4.93B → $5.45B (+$519M)

1% less funds holding

Funds holding: 339337 (-2)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
337
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
8.4%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.92%
New
26
Increased
143
Reduced
102
Closed
23
Calls
$474K
Puts
$242K
Net Calls
+$232K
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Change in
Stake
EAMA
176
EFG Asset Management (Americas)
Florida
$1.24M -$1.1K -20 -0.1%
HIS
177
Horizon Investment Services
Indiana
$1.19M
TNBTD
178
Trustmark National Bank Trust Department
Mississippi
$1.18M -$1.7M -30,796 -59%
HighTower Advisors
179
HighTower Advisors
Illinois
$1.18M +$755K +13,716 +176%
ECM
180
Exchange Capital Management
Michigan
$1.11M -$1.66M -30,112 -60%
BJL
181
Brighton Jones LLC
Washington
$1.08M +$7.49K +136 +0.7%
LA
182
Leonetti & Associates
Illinois
$1.08M +$17.6K +320 +2%
OWP
183
Obermeyer Wealth Partners
Colorado
$1.07M +$24.8K +450 +2%
WIA
184
Westbourne Investment Advisors
Maryland
$1.05M +$91.9K +1,670 +10%
CAN
185
Cetera Advisor Networks
California
$1.01M -$36.9K -670 -4%
BHB
186
Bank Hapoalim BM
Israel
$1.01M
WTC
187
WhitTier Trust Company
Nevada
$1M +$8.26K +150 +0.8%
GIC
188
GFI Investment Counsel
Ontario, Canada
$998K
G
189
GenTrust
Florida
$982K +$6.17K +112 +0.6%
CSIC
190
Clifford Swan Investment Counsel
California
$963K
AR
191
Advisory Research
Illinois
$956K -$684K -12,424 -42%
B
192
Bailard
California
$921K -$3.96K -72 -0.4%
Luther King Capital Management (LKCM)
193
Luther King Capital Management (LKCM)
Texas
$919K +$5.62K +102 +0.6%
SIC
194
Shoker Investment Counsel
Ohio
$912K +$33.1K +602 +4%
PCM
195
Parsons Capital Management
Rhode Island
$878K +$534K +9,694 +155%
CCFCSB
196
Cape Cod Five Cents Savings Bank
Massachusetts
$874K -$522K -9,486 -37%
SFP
197
Shepherd Financial Partners
Massachusetts
$868K +$259K +4,708 +43%
BAAM
198
Baker Avenue Asset Management
California
$865K +$585K +10,620 +209%
BA
199
Boston Advisors
Massachusetts
$861K -$236K -4,280 -21%
LI
200
LVZ Inc
Michigan
$828K -$6.94K -126 -0.8%

IGIB Hedge Fund Activity: Q3 2017 in Review

337 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2017, worth a combined $5.45B — up 11% from $4.93B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IGIB positions and 23 closed out — a net gain of 3 holders — while 143 added to existing stakes and 102 trimmed.

The largest buyer was UBS Group, adding an estimated $258M. The largest seller was Park Avenue Securities, exiting entirely with an estimated $87.9M sold.

  • 337 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2017, down from 339 in Q2 2017.
  • Funds reported $5.45B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2017, up 11% quarter-over-quarter.
  • 26 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2017 and 23 closed out, a net change of +3 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2017 was UBS Group, an estimated $258M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2017 was Park Avenue Securities, an estimated $87.9M sold.

Based on aggregated 13F filings for Q3 2017.