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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

337 hedge funds and large institutions have $5.45B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 143 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $474K | Put options by funds: $242K

40% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 102

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

10.88% more ownership

Funds ownership: 141.97% → 152.85% (+11%)

11% more capital invested

Capital invested by funds: $4.93B → $5.45B (+$519M)

1% less funds holding

Funds holding: 339 → 337 (-2)

3% less funds holding in top 10

Funds holding in top 10: 38 → 37 (-1)

Holders
337
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
8.4%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.92%
New
26
Increased
143
Reduced
102
Closed
23
Calls
$474K
Puts
$242K
Net Calls
+$232K
Net Calls Change
-$213M

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$258M
2
AC
Allstate Corporation
Illinois
+$79.5M
3
Citigroup
Citigroup
New York
+$79.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.9M
5
Wells Fargo
Wells Fargo
California
+$36.7M

Top Sellers

Rank Fund Capital Flow
1
PAS
Park Avenue Securities
New York
-$87.9M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$24.6M
3
Morgan Stanley
Morgan Stanley
New York
-$14.7M
4
BlackRock
BlackRock
New York
-$10M
5
SAS
Sage Advisory Services
Texas
-$7.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
201
Haverford Financial Services
Pennsylvania
$815K +$61.3K +1,114 +8%
NPC
202
National Planning Corporation
California
$804K +$70.3K +1,276 +10%
M&T Bank
203
M&T Bank
New York
$799K +$45.6K +828 +6%
SPC
204
Sigma Planning Corp
Michigan
$797K -$28.2K -512 -3%
BP
205
Ballentine Partners
Massachusetts
$782K +$2.64K +48 +0.3%
BCM
206
Boltwood Capital Management
California
$778K -$31.9K -580 -4%
WPIC
207
White Pine Investment Company
Michigan
$713K +$13.2K +240 +2%
HWM
208
Highwater Wealth Management
Colorado
$710K +$239K +4,344 +51%
IIC
209
Integrated Investment Consultants
Michigan
$688K – – –
AIM
210
Astor Investment Management
Illinois
$684K -$232K -4,210 -25%
DJSG
211
D.J. St. Germain
Massachusetts
$648K +$296K +5,376 +84%
HCM
212
HMS Capital Management
Tennessee
$647K -$8.59K -156 -1%
FHA
213
First Horizon Advisors
Tennessee
$633K – – –
MA
214
Menlo Advisors
California
$618K – – –
SCG
215
Sonata Capital Group
Washington
$611K – – –
NAM
216
NTV Asset Management
West Virginia
$595K -$22K -400 -4%
NA
217
Nottingham Advisors
New York
$575K +$23.3K +424 +4%
LTI
218
Laffer Tengler Investments
Tennessee
$568K +$14.3K +260 +3%
3AM
219
3D Asset Management
Connecticut
$554K +$3.52K +64 +0.6%
MSAM
220
Moloney Securities Asset Management
Missouri
$553K -$2.75K -50 -0.5%
MM
221
Meridian Management
Arkansas
$540K -$1.65K -30 -0.3%
VC
222
Vicus Capital
Pennsylvania
$534K +$533K +9,688 New
CA
223
Cetera Advisors
Colorado
$505K +$95.5K +1,734 +24%
CBU
224
CIBC Bank USA
Illinois
$490K – – –
NSCM
225
New South Capital Management
Tennessee
$486K – – –
7 8
9
10 11

IGIB Hedge Fund Activity: Q3 2017 in Review

337 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 Q3 2017, worth a combined $5.45B — up 11% from $4.93B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IGIB positions and 23 closed out — a net gain of 3 holders — while 143 added to existing stakes and 102 trimmed.

The largest buyer was UBS Group, adding an estimated $258M. The largest seller was Park Avenue Securities, exiting entirely with an estimated $87.9M sold.

  • 337 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2017, down from 339 in Q2 2017.
  • Funds reported $5.45B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2017, up 11% quarter-over-quarter.
  • 26 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2017 and 23 closed out, a net change of +3 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2017 was UBS Group, an estimated $258M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2017 was Park Avenue Securities, an estimated $87.9M sold.

Based on aggregated 13F filings for Q3 2017.