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iShares 5-10 Year Investment Grade Corporate Bond ETF

428 hedge funds and large institutions have $7.09B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 185 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

70,021% more call options, than puts

Call options by funds: $215M | Put options by funds: $307K

65% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 112

64% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 33

36% more capital invested

Capital invested by funds: $5.21B → $7.09B (+$1.88B)

9.24% more ownership

Funds ownership: 81.87%91.11% (+9.2%)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

5% more funds holding

Funds holding: 409428 (+19)

Holders
428
Holders Change
+19
Holders Change %
+4.65%
% of All Funds
9.39%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.77%
New
54
Increased
185
Reduced
112
Closed
33
Calls
$215M
Puts
$307K
Net Calls
+$215M
Net Calls Change
+$215M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
176
Dynamic Advisor Solutions
Arizona
$1.88M +$575K +10,013 +45%
TIA
177
Tiemann Investment Advisors
California
$1.81M +$230 +4 +0%
WPSG
178
Wealth & Pension Services Group
Georgia
$1.75M -$20.7K -360 -1%
MPWT
179
MassMutual Private Wealth & Trust
Connecticut
$1.7M +$81.1K +1,411 +5%
IA
180
IFP Advisors
Florida
$1.69M +$1.68M +29,226 New
BHWM
181
Bar Harbor Wealth Management
New Hampshire
$1.64M -$12.4K -215 -0.8%
IP
182
Investment Partners
Ohio
$1.61M -$1.47M -25,568 -48%
BRWA
183
B. Riley Wealth Advisors
Florida
$1.59M +$971K +16,904 +159%
MAFM
184
Mid Atlantic Financial Management
Pennsylvania
$1.58M +$952K +16,574 +154%
WI
185
WrapManager Inc
California
$1.57M +$76.4K +1,330 +5%
PCM
186
Parsons Capital Management
Rhode Island
$1.53M -$36.8K -640 -2%
CPO
187
Cerity Partners OCIO
New York
$1.52M -$84.4K -1,468 -5%
AIM
188
Aspen Investment Management
Michigan
$1.52M
CCM
189
Coe Capital Management
Illinois
$1.5M
PA
190
Probity Advisors
Texas
$1.49M -$14.1K -246 -0.9%
BCWM
191
Bartlett & Co Wealth Management
Ohio
$1.48M +$36.2K +630 +3%
BC
192
Bartlett & Co
Ohio
$1.48M +$36.2K +630 +3%
BHWM
193
Bay Harbor Wealth Management
Maryland
$1.46M +$32.4K +564 +2%
SFG
194
StrategIQ Financial Group
Indiana
$1.45M -$214K -3,717 -13%
WTC
195
WhitTier Trust Company
Nevada
$1.44M
SW
196
SlateStone Wealth
Florida
$1.38M -$10.3K -180 -0.7%
PWA
197
Physician Wealth Advisors
Utah
$1.35M +$1.33M +23,199 New
WPIC
198
White Pine Investment Company
Michigan
$1.3M +$10.1K +175 +0.8%
ACP
199
Ashfield Capital Partners
California
$1.29M +$1.28M +22,296 New
VC
200
Vicus Capital
Pennsylvania
$1.24M +$438K +7,624 +55%

IGIB Hedge Fund Activity: Q3 2019 in Review

428 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2019, worth a combined $7.09B — up 36% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IGIB positions and 33 closed out — a net gain of 21 holders — while 185 added to existing stakes and 112 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $940M. The largest seller was Liberty Mutual Group Asset Management, exiting entirely with an estimated $75.2M sold.

  • 428 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2019, up from 409 in Q2 2019.
  • Funds reported $7.09B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2019, up 36% quarter-over-quarter.
  • 54 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2019 and 33 closed out, a net change of +21 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2019 was Prudential plc, an estimated $940M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2019 was Liberty Mutual Group Asset Management, an estimated $75.2M sold.

Based on aggregated 13F filings for Q3 2019.