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iShares 5-10 Year Investment Grade Corporate Bond ETF

339 hedge funds and large institutions have $4.93B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 158 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

77,487% more call options, than puts

Call options by funds: $213M | Put options by funds: $275K

49% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 106

12% more funds holding in top 10

Funds holding in top 10: 3438 (+4)

6% more capital invested

Capital invested by funds: $4.67B → $4.93B (+$264M)

10% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 31

1.25% less ownership

Funds ownership: 143.22%141.97% (-1.2%)

3% less funds holding

Funds holding: 348339 (-9)

Holders
339
Holders Change
-9
Holders Change %
-2.59%
% of All Funds
8.45%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.95%
New
28
Increased
158
Reduced
106
Closed
31
Calls
$213M
Puts
$275K
Net Calls
+$213M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
201
LVZ Inc
Michigan
$832K -$10.9K -198 -1%
SPC
202
Sigma Planning Corp
Michigan
$822K +$315K +5,744 +62%
BCM
203
Boltwood Capital Management
California
$807K
BP
204
Ballentine Partners
Massachusetts
$778K +$776K +14,156 New
HFS
205
Haverford Financial Services
Pennsylvania
$751K +$4.17K +76 +0.6%
M&T Bank
206
M&T Bank
New York
$750K -$14.7K -268 -2%
NPC
207
National Planning Corporation
California
$729K +$275K +5,020 +60%
IPC
208
Independent Portfolio Consultants
Florida
$727K -$128K -2,330 -15%
WPIC
209
White Pine Investment Company
Michigan
$698K -$3.84K -70 -0.5%
IIC
210
Integrated Investment Consultants
Michigan
$686K +$80.3K +1,464 +13%
FTIOP
211
Fiduciary Trust International of Pennsylvania
Pennsylvania
$654K
HCM
212
HMS Capital Management
Tennessee
$654K +$110 +2 +0%
FHA
213
First Horizon Advisors
Tennessee
$630K -$1.21K -22 -0.2%
MA
214
Menlo Advisors
California
$616K -$4.93K -90 -0.8%
NAM
215
NTV Asset Management
West Virginia
$614K -$11K -200 -2%
SCG
216
Sonata Capital Group
Washington
$609K +$16.4K +300 +3%
SFP
217
Shepherd Financial Partners
Massachusetts
$605K +$169K +3,084 +39%
SWP
218
Stratos Wealth Partners
Ohio
$592K -$66.1K -1,206 -10%
ATC
219
Argent Trust Co
Tennessee
$560K -$548 -10 -0.1%
MSAM
220
Moloney Securities Asset Management
Missouri
$553K +$16.9K +308 +3%
LTI
221
Laffer Tengler Investments
Tennessee
$552K -$8.33K -152 -1%
NA
222
Nottingham Advisors
New York
$549K
3AM
223
3D Asset Management
Connecticut
$549K +$3.4K +62 +0.6%
MM
224
Meridian Management
Arkansas
$540K -$27.4K -500 -5%
OMC
225
Old Mission Capital
Illinois
$536K -$900K -16,410 -63%

IGIB Hedge Fund Activity: Q2 2017 in Review

339 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2017, worth a combined $4.93B — up 5.6% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of IGIB and 28 opened new positions — a net loss of 3 holders — while 106 trimmed existing stakes and 158 added.

The largest buyer was Park Avenue Securities, opening a new position worth an estimated $88.4M. The largest seller was UBS Group, cutting an estimated $204M.

  • 339 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2017, down from 348 in Q1 2017.
  • Funds reported $4.93B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2017, up 5.6% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2017 and 31 closed out, a net change of -3 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2017 was Park Avenue Securities, an estimated $88.4M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2017 was UBS Group, an estimated $204M sold.

Based on aggregated 13F filings for Q2 2017.