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iShares 5-10 Year Investment Grade Corporate Bond ETF

395 hedge funds and large institutions have $5.83B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 143 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 22

31% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 109

28% more call options, than puts

Call options by funds: $459K | Put options by funds: $360K

17% more funds holding

Funds holding: 337395 (+58)

8% more funds holding in top 10

Funds holding in top 10: 3740 (+3)

7% more capital invested

Capital invested by funds: $5.45B → $5.83B (+$376M)

4.92% more ownership

Funds ownership: 152.85%157.77% (+4.9%)

Holders
395
Holders Change
+58
Holders Change %
+17.21%
% of All Funds
8.96%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.91%
New
81
Increased
143
Reduced
109
Closed
22
Calls
$459K
Puts
$360K
Net Calls
+$99K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
EC
201
Estate Counselors
Wisconsin
$1.15M -$425K -7,760 -27%
MA
202
MUFG Americas
New York
$1.11M -$250K -4,570 -18%
WTC
203
WhitTier Trust Company
Nevada
$1.1M +$112K +2,050 +11%
PAMG
204
Patton Albertson Miller Group
Tennessee
$1.07M -$300K -5,478 -22%
OWP
205
Obermeyer Wealth Partners
Colorado
$1.06M -$2.74K -50 -0.3%
BJL
206
Brighton Jones LLC
Washington
$1.05M -$16.1K -294 -2%
CAN
207
Cetera Advisor Networks
California
$1.03M +$31.2K +570 +3%
WIA
208
Westbourne Investment Advisors
Maryland
$1.01M -$32.1K -586 -3%
M&T Bank
209
M&T Bank
New York
$991K +$200K +3,656 +25%
IWP
210
Icon Wealth Partners
Texas
$984K +$987K +18,016 New
CSIC
211
Clifford Swan Investment Counsel
California
$955K
Luther King Capital Management (LKCM)
212
Luther King Capital Management (LKCM)
Texas
$945K +$34.3K +626 +4%
KWA
213
KCS Wealth Advisory
California
$927K +$930K +16,968 New
HFS
214
Haverford Financial Services
Pennsylvania
$885K +$77.8K +1,420 +10%
SIC
215
Shoker Investment Counsel
Ohio
$882K -$22.8K -416 -3%
BA
216
Boston Advisors
Massachusetts
$878K +$24.7K +450 +3%
LI
217
LVZ Inc
Michigan
$845K +$24.1K +440 +3%
ECM
218
Exchange Capital Management
Michigan
$813K -$293K -5,342 -26%
WPIC
219
White Pine Investment Company
Michigan
$789K +$81.7K +1,490 +12%
BP
220
Ballentine Partners
Massachusetts
$781K +$5.15K +94 +0.7%
BCM
221
Boltwood Capital Management
California
$772K
AR
222
Advisory Research
Illinois
$768K -$180K -3,292 -19%
FAIM
223
Financial Advocates Investment Management
Washington
$765K +$768K +14,010 New
B
224
Bailard
California
$750K -$163K -2,980 -18%
IUHSA
225
Itau Unibanco Holding S.A.
Brazil
$738K -$2.55M -46,476 -77%

IGIB Hedge Fund Activity: Q4 2017 in Review

395 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2017, worth a combined $5.83B — up 6.9% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IGIB positions and 22 closed out — a net gain of 59 holders — while 143 added to existing stakes and 109 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $85.2M. The largest seller was AssetMark Inc, cutting an estimated $37.9M.

  • 395 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2017, up from 337 in Q3 2017.
  • Funds reported $5.83B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2017, up 6.9% quarter-over-quarter.
  • 81 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2017 and 22 closed out, a net change of +59 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2017 was Envestnet Asset Management, an estimated $85.2M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2017 was AssetMark Inc, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2017.