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iShares 5-10 Year Investment Grade Corporate Bond ETF

253 hedge funds and large institutions have $4.22B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 109 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $852K | Put options by funds: $277K

27% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 86

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

5.79% more ownership

Funds ownership: 138.48%144.28% (+5.8%)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 256253 (-3)

22% less capital invested

Capital invested by funds: $5.43B → $4.22B (-$1.21B)

Holders
253
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
6.74%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
28
Increased
109
Reduced
86
Closed
28
Calls
$852K
Puts
$277K
Net Calls
+$575K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
CB
201
Chemical Bank
Michigan
$337K +$65.6K +1,190 +24%
TIM
202
Tortoise Investment Management
New York
$332K -$2.1K -38 -0.6%
AWA
203
Arete Wealth Advisors
Illinois
$322K
GHA
204
GW Henssler & Associates
Georgia
$322K +$35.5K +644 +12%
SSWM
205
Sheets Smith Wealth Management
North Carolina
$310K +$55.1K +1,000 +22%
SWP
206
Stratos Wealth Partners
Ohio
$304K -$17.5K -318 -6%
RCAG
207
Rehmann Capital Advisory Group
Michigan
$296K +$34.2K +620 +13%
Creative Planning
208
Creative Planning
Kansas
$286K +$152K +2,762 +115%
SPC
209
Sigma Planning Corp
Michigan
$277K +$48.6K +882 +21%
EAM
210
Evanson Asset Management
California
$268K
WF
211
Welch & Forbes
Massachusetts
$260K
RJT
212
Raymond James Trust
Florida
$250K +$21.1K +382 +9%
TU
213
TDAM USA
Ontario, Canada
$249K +$248K +4,500 New
SCM
214
Saba Capital Management
New York
$248K -$598K -10,854 -71%
RFC
215
Regions Financial Corp
Alabama
$218K
AWM
216
AllSquare Wealth Management
New York
$216K
DIA
217
Dana Investment Advisors
Wisconsin
$216K +$215K +3,904 New
Fidelity Investments
218
Fidelity Investments
Massachusetts
$202K -$103M -1,872,616 -100%
EAMA
219
EFG Asset Management (Americas)
Florida
$177K -$742K -13,460 -81%
RFA
220
Reilly Financial Advisors
California
$170K -$3.86K -70 -2%
FNBT
221
FineMark National Bank & Trust
Florida
$136K +$45.2K +820 +50%
PVH
222
Psagot Value Holdings
Israel
$127K +$127K +2,300 New
TNB
223
Thomasville National Bank
Georgia
$120K +$119K +2,160 New
HDIM
224
Hanson & Doremus Investment Management
Vermont
$112K
WCM
225
Wealthcare Capital Management
Virginia
$93K +$92.6K +1,680 New

IGIB Hedge Fund Activity: Q1 2015 in Review

253 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2015, worth a combined $4.22B — down 22% from $5.43B a quarter earlier.

Fund positioning in IGIB was balanced in Q1 2015: 28 funds opened new positions, 28 closed out, 109 added to existing stakes and 86 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $291M. The largest seller was Fidelity Investments, cutting an estimated $103M.

  • 253 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2015, down from 256 in Q4 2014.
  • Funds reported $4.22B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2015, down 22% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2015 and 28 closed out, a net change of 0 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2015 was HighTower Advisors, an estimated $291M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2015 was Fidelity Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2015.