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iShares 5-10 Year Investment Grade Corporate Bond ETF

386 hedge funds and large institutions have $4.98B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 395386 (-9)

8% less funds holding in top 10

Funds holding in top 10: 4037 (-3)

10% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 146

13% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 45

13.79% less ownership

Funds ownership: 157.77%143.98% (-14%)

15% less capital invested

Capital invested by funds: $5.83B → $4.98B (-$853M)

Holders
386
Holders Change
-9
Holders Change %
-2.28%
% of All Funds
8.85%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.85%
New
39
Increased
131
Reduced
146
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
176
Cornerstone Wealth Management
Missouri
$1.38M -$3.02M -56,138 -69%
KWA
177
KCS Wealth Advisory
California
$1.33M +$424K +7,864 +46%
AIM
178
Aspen Investment Management
Michigan
$1.31M -$3.24M -60,234 -71%
SFS
179
Sowell Financial Services
Arkansas
$1.31M -$50.5K -938 -4%
AAM
180
Autus Asset Management
Arizona
$1.3M -$7K -130 -0.5%
QFA
181
Quattro Financial Advisors
Texas
$1.27M -$8.65M -160,642 -87%
VWM
182
Venturi Wealth Management
Texas
$1.26M -$79.8K -1,482 -6%
FM
183
Forward Management
California
$1.24M +$9.91K +184 +0.8%
HNB
184
Huntington National Bank
Ohio
$1.24M
TNBTD
185
Trustmark National Bank Trust Department
Mississippi
$1.22M +$55.6K +1,032 +5%
AWM
186
Altium Wealth Management
New York
$1.22M
ACP
187
Ashfield Capital Partners
California
$1.2M -$692K -12,854 -37%
EC
188
Estate Counselors
Wisconsin
$1.19M +$56K +1,040 +5%
GWM
189
Geneos Wealth Management
Colorado
$1.18M +$726K +13,480 +158%
MA
190
Mutual Advisors
Nebraska
$1.16M +$2.69K +50 +0.2%
EGA
191
Eagle Global Advisors
Texas
$1.16M +$813K +15,102 +233%
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
$1.14M +$1.15M +21,342 New
DP
193
DDD Partners
Washington
$1.12M -$83.5K -1,550 -7%
WTC
194
WhitTier Trust Company
Nevada
$1.11M +$31K +576 +3%
HIS
195
Horizon Investment Services
Indiana
$1.11M -$24.2K -450 -2%
LFS
196
Lutz Financial Services
Nebraska
$1.09M -$82.4K -1,530 -7%
CAN
197
Cetera Advisor Networks
California
$1.05M +$35.8K +664 +4%
OWP
198
Obermeyer Wealth Partners
Colorado
$1.04M
BCM
199
BTC Capital Management
Iowa
$991K +$502K +9,326 +102%
M&T Bank
200
M&T Bank
New York
$990K +$16.8K +312 +2%

IGIB Hedge Fund Activity: Q1 2018 in Review

386 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2018, worth a combined $4.98B — down 15% from $5.83B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of IGIB and 39 opened new positions — a net loss of 6 holders — while 146 trimmed existing stakes and 131 added.

The largest buyer was Allianz Investment Management US, adding an estimated $58.8M. The largest seller was Envestnet Asset Management, cutting an estimated $204M.

  • 386 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2018, down from 395 in Q4 2017.
  • Funds reported $4.98B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2018, down 15% quarter-over-quarter.
  • 39 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2018 and 45 closed out, a net change of -6 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2018 was Allianz Investment Management US, an estimated $58.8M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2018.