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iShares 5-10 Year Investment Grade Corporate Bond ETF

428 hedge funds and large institutions have $7.09B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 185 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

70,021% more call options, than puts

Call options by funds: $215M | Put options by funds: $307K

65% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 112

64% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 33

36% more capital invested

Capital invested by funds: $5.21B → $7.09B (+$1.88B)

9.24% more ownership

Funds ownership: 81.87%91.11% (+9.2%)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

5% more funds holding

Funds holding: 409428 (+19)

Holders
428
Holders Change
+19
Holders Change %
+4.65%
% of All Funds
9.39%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.77%
New
54
Increased
185
Reduced
112
Closed
33
Calls
$215M
Puts
$307K
Net Calls
+$215M
Net Calls Change
+$215M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
201
Eagle Asset Management
Florida
$1.24M -$73.9K -1,286 -6%
Luther King Capital Management (LKCM)
202
Luther King Capital Management (LKCM)
Texas
$1.21M
CWM
203
Calamos Wealth Management
Illinois
$1.21M
HNB
204
Huntington National Bank
Ohio
$1.2M
TF
205
Trek Financial
Arizona
$1.2M +$84.8K +1,475 +8%
BWAM
206
Boyd Watterson Asset Management
Ohio
$1.18M -$531K -9,233 -31%
EAMA
207
EFG Asset Management (Americas)
Florida
$1.14M
Cetera Investment Advisers
208
Cetera Investment Advisers
Illinois
$1.13M -$65.1K -1,133 -6%
William Blair & Company
209
William Blair & Company
Illinois
$1.12M -$363K -6,315 -39%
AAM
210
Autus Asset Management
Arizona
$1.1M -$23.3K -405 -2%
AA
211
Apriem Advisors
California
$1.06M -$11.5K -200 -1%
State Street
212
State Street
Massachusetts
$1.05M -$804 -14 -0.1%
PFA
213
Pinnacle Family Advisors
Missouri
$1.04M -$37.6K -655 -4%
SPC
214
Sigma Planning Corp
Michigan
$1.02M +$222K +3,862 +28%
ACM
215
Advisors Capital Management
New Jersey
$1.01M -$54.2K -944 -5%
BOTW
216
Bank of the West
California
$1.01M +$9.08K +158 +0.9%
VCM
217
Virtue Capital Management
Tennessee
$1.01M +$500K +8,700 +100%
LF
218
Lee Financial
Texas
$995K -$23.4K -407 -2%
TNBTD
219
Trustmark National Bank Trust Department
Mississippi
$988K -$5.37M -93,505 -85%
IWM
220
IHT Wealth Management
Illinois
$976K +$158K +2,754 +20%
ASN
221
Advisory Services Network
Georgia
$965K
MM
222
Meridian Management
Arkansas
$944K
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$924K +$271K +4,724 +42%
HWMG
224
Hurlow Wealth Management Group
Indiana
$912K +$907K +15,786 New
SFS
225
Sowell Financial Services
Arkansas
$908K +$901K +15,685 New

IGIB Hedge Fund Activity: Q3 2019 in Review

428 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2019, worth a combined $7.09B — up 36% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IGIB positions and 33 closed out — a net gain of 21 holders — while 185 added to existing stakes and 112 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $940M. The largest seller was Liberty Mutual Group Asset Management, exiting entirely with an estimated $75.2M sold.

  • 428 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2019, up from 409 in Q2 2019.
  • Funds reported $7.09B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2019, up 36% quarter-over-quarter.
  • 54 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2019 and 33 closed out, a net change of +21 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2019 was Prudential plc, an estimated $940M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2019 was Liberty Mutual Group Asset Management, an estimated $75.2M sold.

Based on aggregated 13F filings for Q3 2019.