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iShares 5-10 Year Investment Grade Corporate Bond ETF

230 hedge funds and large institutions have $3.88B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $3.25B → $3.88B (+$629M)

18.37% more ownership

Funds ownership: 118.03%136.4% (+18%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1% less funds holding

Funds holding: 232230 (-2)

3% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 90

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.66%
New
19
Increased
87
Reduced
90
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
201
Eagle Global Advisors
Texas
$216K -$76.8K -1,400 -26%
CAL
202
Capital Advisors Ltd
Ohio
$216K
RFC
203
Regions Financial Corp
Alabama
$211K -$14.7K -268 -7%
RFA
204
Reilly Financial Advisors
California
$178K +$5.48K +100 +3%
PTC
205
Private Trust Company
Ohio
$146K +$25.1K +458 +21%
NES
206
New England Securities
New York
$131K +$7.9K +144 +6%
HDIM
207
Hanson & Doremus Investment Management
Vermont
$112K
BRWA
208
B. Riley Wealth Advisors
Florida
$110K +$110K +2,002 New
BFEC
209
Benjamin F. Edwards & Company
Missouri
$110K -$24.1K -440 -18%
Toronto Dominion Bank
210
Toronto Dominion Bank
Ontario, Canada
$110K +$110K +2,000 New
CWM
211
Cranbrook Wealth Management
Michigan
$107K
WA
212
WFG Advisors
Texas
$90K
CLOS
213
Compagnie Lombard Odier SCmA
Switzerland
$83K +$82.3K +1,500 New
FAM
214
Formidable Asset Management
Ohio
$77K
FWM
215
Focused Wealth Management
New York
$70K +$110 +2 +0.2%
AllianceBernstein
216
AllianceBernstein
Tennessee
$62K
Manulife (Manufacturers Life Insurance)
217
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49K -$2.74K -50 -5%
CG
218
Colony Group
Massachusetts
$44K +$43.9K +800 New
BRWM
219
B. Riley Wealth Management
Tennessee
$37K +$110 +2 +0.3%
Creative Planning
220
Creative Planning
Kansas
$30K -$48.4K -882 -62%
FNBT
221
FineMark National Bank & Trust
Florida
$29K -$135K -2,470 -82%
PIA
222
Piedmont Investment Advisors
North Carolina
$26.4K
HF
223
Hoxton Financial
West Virginia
$17K
OIA
224
Optimum Investment Advisors
Illinois
$17K
MAM
225
Mizuho Asset Management
Japan
$16K

IGIB Hedge Fund Activity: Q2 2014 in Review

230 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2014, worth a combined $3.88B — up 19% from $3.25B a quarter earlier.

Fund positioning in IGIB was balanced in Q2 2014: 19 funds opened new positions, 19 closed out, 87 added to existing stakes and 90 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $525M. The largest seller was Wells Fargo, cutting an estimated $62.2M.

  • 230 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2014, down from 232 in Q1 2014.
  • Funds reported $3.88B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2014, up 19% quarter-over-quarter.
  • 19 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2014 and 19 closed out, a net change of 0 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2014 was Franklin Resources, an estimated $525M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2014 was Wells Fargo, an estimated $62.2M sold.

Based on aggregated 13F filings for Q2 2014.