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iShares 5-10 Year Investment Grade Corporate Bond ETF

395 hedge funds and large institutions have $5.83B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 143 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 22

31% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 109

28% more call options, than puts

Call options by funds: $459K | Put options by funds: $360K

17% more funds holding

Funds holding: 337395 (+58)

8% more funds holding in top 10

Funds holding in top 10: 3740 (+3)

7% more capital invested

Capital invested by funds: $5.45B → $5.83B (+$376M)

4.92% more ownership

Funds ownership: 152.85%157.77% (+4.9%)

Holders
395
Holders Change
+58
Holders Change %
+17.21%
% of All Funds
8.96%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.91%
New
81
Increased
143
Reduced
109
Closed
22
Calls
$459K
Puts
$360K
Net Calls
+$99K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
MM
176
Meridian Management
Arkansas
$1.68M +$1.15M +20,908 +213%
BC
177
Bartlett & Co
Ohio
$1.65M -$32.9K -600 -2%
RC
178
Roundview Capital
New Jersey
$1.62M +$34K +620 +2%
State Street
179
State Street
Massachusetts
$1.6M -$5.92K -108 -0.4%
IA
180
IFP Advisors
Florida
$1.57M -$121K -2,214 -7%
DWM
181
Dakota Wealth Management
Florida
$1.57M +$1.1K +20 +0.1%
LFG
182
LifePlan Financial Group
Ohio
$1.5M
BHWM
183
Bar Harbor Wealth Management
New Hampshire
$1.45M +$29.2K +532 +2%
AIP
184
Ameritas Investment Partners
Nebraska
$1.4M -$41.8K -762 -1%
SFS
185
Sowell Financial Services
Arkansas
$1.39M +$70.1K +1,280 +5%
VWM
186
Venturi Wealth Management
Texas
$1.36M +$101K +1,840 +8%
HighTower Advisors
187
HighTower Advisors
Illinois
$1.36M +$184K +3,354 +16%
AAM
188
Autus Asset Management
Arizona
$1.34M -$3.4K -62 -0.3%
CCWA
189
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.3M -$353K -6,438 -21%
FMII
190
Farmers & Merchants Investments Inc
Nebraska
$1.3M +$1.22M +22,218 +1,460%
HNB
191
Huntington National Bank
Ohio
$1.26M
FM
192
Forward Management
California
$1.25M -$48.4K -884 -4%
AWM
193
Altium Wealth Management
New York
$1.24M +$1.24M +22,656 New
DP
194
DDD Partners
Washington
$1.22M +$1.23M +22,396 New
TNBTD
195
Trustmark National Bank Trust Department
Mississippi
$1.19M +$15.5K +282 +1%
LFS
196
Lutz Financial Services
Nebraska
$1.19M +$1.19M +21,776 New
MA
197
Mutual Advisors
Nebraska
$1.18M +$1.18M +21,564 New
RFO
198
RiverGlades Family Offices
Florida
$1.17M +$1.17M +21,382 New
HIS
199
Horizon Investment Services
Indiana
$1.16M -$23K -420 -2%
PCM
200
Parsons Capital Management
Rhode Island
$1.16M +$286K +5,226 +33%

IGIB Hedge Fund Activity: Q4 2017 in Review

395 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2017, worth a combined $5.83B — up 6.9% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IGIB positions and 22 closed out — a net gain of 59 holders — while 143 added to existing stakes and 109 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $85.2M. The largest seller was AssetMark Inc, cutting an estimated $37.9M.

  • 395 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2017, up from 337 in Q3 2017.
  • Funds reported $5.83B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2017, up 6.9% quarter-over-quarter.
  • 81 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2017 and 22 closed out, a net change of +59 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2017 was Envestnet Asset Management, an estimated $85.2M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2017 was AssetMark Inc, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2017.