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iShares 5-10 Year Investment Grade Corporate Bond ETF

366 hedge funds and large institutions have $4.98B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 112 increasing their positions, 156 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.95% more ownership

Funds ownership: 143.98%153.93% (+9.9%)

0% less capital invested

Capital invested by funds: $4.98B → $4.98B (-$2.66M)

5% less funds holding

Funds holding: 386366 (-20)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

28% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 156

32% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 41

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $319K

Holders
366
Holders Change
-20
Holders Change %
-5.18%
% of All Funds
8.38%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.76%
New
28
Increased
112
Reduced
156
Closed
41
Calls
Puts
$319K
Net Calls
-$319K
Net Calls Change
-$319K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
201
Flagship Harbor Advisors
Massachusetts
$818K +$819K +15,408 New
IWC
202
Integrated Wealth Concepts
Massachusetts
$804K +$19.2K +362 +2%
LFS
203
Lutz Financial Services
Nebraska
$802K -$273K -5,144 -25%
VFA
204
Voya Financial Advisors
Connecticut
$774K -$2.28M -42,944 -75%
FHA
205
First Horizon Advisors
Tennessee
$762K +$137K +2,580 +22%
PFPT
206
Pinnacle Financial Partners (Tennessee)
Tennessee
$756K +$171K +3,218 +29%
VC
207
Vicus Capital
Pennsylvania
$752K +$3.83K +72 +0.5%
SIC
208
Shoker Investment Counsel
Ohio
$738K -$22.3K -420 -3%
MA
209
MUFG Americas
New York
$738K -$15.2K -286 -2%
RFO
210
RiverGlades Family Offices
Florida
$699K -$259K -4,880 -27%
HS
211
Horan Securities
United States
$694K -$3.19M -59,944 -82%
AIM
212
Astor Investment Management
Illinois
$689K +$133K +2,506 +24%
IIC
213
Integrated Investment Consultants
Michigan
$662K
BFA
214
Beaumont Financial Advisors
Massachusetts
$661K +$91.6K +1,722 +16%
LG
215
LaFleur & Godfrey
Michigan
$653K +$401K +7,550 +159%
FWIA
216
Fort Washington Investment Advisors
Ohio
$651K -$25.9K -488 -4%
IWM
217
IHT Wealth Management
Illinois
$645K +$444K +8,360 +221%
ONB
218
Old National Bancorp
Indiana
$639K
CWM
219
Calamos Wealth Management
Illinois
$630K -$4.38M -82,288 -87%
BCM
220
Boltwood Capital Management
California
$602K -$234K -4,400 -28%
TNBTD
221
Trustmark National Bank Trust Department
Mississippi
$599K -$612K -11,512 -50%
MA
222
Menlo Advisors
California
$596K
RMDI
223
R.M. Davis Inc
Maine
$591K +$133K +2,506 +29%
SCG
224
Sonata Capital Group
Washington
$590K
OAM
225
Oxford Asset Management
United Kingdom
$576K +$576K +10,838 New

IGIB Hedge Fund Activity: Q2 2018 in Review

366 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2018, worth a combined $4.98B — down 0.05% from $4.98B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of IGIB and 28 opened new positions — a net loss of 13 holders — while 156 trimmed existing stakes and 112 added.

The largest buyer was Envestnet Asset Management, adding an estimated $242M. The largest seller was Wells Fargo, cutting an estimated $59.8M.

  • 366 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2018, down from 386 in Q1 2018.
  • Funds reported $4.98B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2018, down 0.05% quarter-over-quarter.
  • 28 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2018 and 41 closed out, a net change of -13 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2018 was Envestnet Asset Management, an estimated $242M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2018 was Wells Fargo, an estimated $59.8M sold.

Based on aggregated 13F filings for Q2 2018.