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iShares 5-10 Year Investment Grade Corporate Bond ETF

386 hedge funds and large institutions have $4.98B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 395386 (-9)

8% less funds holding in top 10

Funds holding in top 10: 4037 (-3)

10% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 146

13% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 45

13.79% less ownership

Funds ownership: 157.77%143.98% (-14%)

15% less capital invested

Capital invested by funds: $5.83B → $4.98B (-$853M)

Holders
386
Holders Change
-9
Holders Change %
-2.28%
% of All Funds
8.85%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.85%
New
39
Increased
131
Reduced
146
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
201
Brighton Jones LLC
Washington
$969K -$63.7K -1,182 -6%
RFO
202
RiverGlades Family Offices
Florida
$968K -$180K -3,338 -16%
CSIC
203
Clifford Swan Investment Counsel
California
$925K -$12.4K -230 -1%
RC
204
Roundview Capital
New Jersey
$923K -$673K -12,490 -42%
LFG
205
LifePlan Financial Group
Ohio
$909K -$556K -10,326 -38%
Luther King Capital Management (LKCM)
206
Luther King Capital Management (LKCM)
Texas
$906K -$22.5K -418 -2%
BA
207
Boston Advisors
Massachusetts
$874K +$11.3K +210 +1%
WIA
208
Westbourne Investment Advisors
Maryland
$866K -$127K -2,352 -13%
HFS
209
Haverford Financial Services
Pennsylvania
$861K -$8.3K -154 -0.9%
BCM
210
Boltwood Capital Management
California
$843K +$86.2K +1,600 +11%
LI
211
LVZ Inc
Michigan
$836K +$6.03K +112 +0.7%
WPIC
212
White Pine Investment Company
Michigan
$823K +$48.7K +904 +6%
IWC
213
Integrated Wealth Concepts
Massachusetts
$792K +$193K +3,586 +32%
Betterment LLC
214
Betterment LLC
New York
$790K +$272K +5,044 +51%
BP
215
Ballentine Partners
Massachusetts
$769K +$2.8K +52 +0.4%
SIC
216
Shoker Investment Counsel
Ohio
$768K -$98.9K -1,836 -11%
MA
217
MUFG Americas
New York
$760K -$335K -6,220 -30%
VC
218
Vicus Capital
Pennsylvania
$755K +$54.1K +1,004 +8%
IUHSA
219
Itau Unibanco Holding S.A.
Brazil
$725K
FWIA
220
Fort Washington Investment Advisors
Ohio
$684K +$687K +12,750 New
SG Americas Securities
221
SG Americas Securities
New York
$674K +$677K +12,576 New
IIC
222
Integrated Investment Consultants
Michigan
$668K +$671K +12,456 New
ONB
223
Old National Bancorp
Indiana
$645K -$55.3K -1,026 -8%
FHA
224
First Horizon Advisors
Tennessee
$631K -$4.09K -76 -0.6%
MA
225
Menlo Advisors
California
$602K

IGIB Hedge Fund Activity: Q1 2018 in Review

386 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2018, worth a combined $4.98B — down 15% from $5.83B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of IGIB and 39 opened new positions — a net loss of 6 holders — while 146 trimmed existing stakes and 131 added.

The largest buyer was Allianz Investment Management US, adding an estimated $58.8M. The largest seller was Envestnet Asset Management, cutting an estimated $204M.

  • 386 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2018, down from 395 in Q4 2017.
  • Funds reported $4.98B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2018, down 15% quarter-over-quarter.
  • 39 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2018 and 45 closed out, a net change of -6 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2018 was Allianz Investment Management US, an estimated $58.8M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2018.