We are live on ! Find out more
IGIB icon

iShares 5-10 Year Investment Grade Corporate Bond ETF

226 hedge funds and large institutions have $3.5B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,400% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $432K

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

20.67% more ownership

Funds ownership: 114.56%135.23% (+21%)

7% more funds holding

Funds holding: 212226 (+14)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

18% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 89

35% less capital invested

Capital invested by funds: $5.34B → $3.5B (-$1.84B)

Holders
226
Holders Change
+14
Holders Change %
+6.6%
% of All Funds
6.56%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.64%
New
33
Increased
73
Reduced
89
Closed
14
Calls
$10.8M
Puts
$432K
Net Calls
+$10.4M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$595M +$2.05M +37,868 +0.3%
Franklin Resources
2
Franklin Resources
California
$514M +$405M +7,483,896 +367%
Morgan Stanley
3
Morgan Stanley
New York
$169M +$5.97M +110,314 +4%
Bank of America
4
Bank of America
North Carolina
$152M +$14.3M +264,192 +10%
BlackRock
5
BlackRock
New York
$134M -$1.66M -30,634 -1%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$134M -$648K -11,978 -0.5%
CSIA
7
Charles Schwab Investment Advisory
California
$121M +$2.62M +48,340 +2%
Goldman Sachs
8
Goldman Sachs
New York
$119M -$46.3M -854,340 -28%
KeyBank National Association
9
KeyBank National Association
Ohio
$109M +$1.53M +28,176 +1%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$76.1M -$416K -7,690 -0.5%
U
11
UBS
Switzerland
$72.2M -$1.83M -33,734 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$70.8M +$57.9K +1,070 +0.1%
SMA
13
Simply Money Advisors
Ohio
$69.2M -$20.7M -382,848 -23%
CC
14
Curian Capital
Colorado
$66.6M -$15.4M -283,612 -19%
EB
15
Eastern Bank
Massachusetts
$44.9M -$302K -5,572 -0.7%
CPO
16
Cerity Partners OCIO
New York
$41.7M -$1.07M -19,682 -2%
JIR
17
James Investment Research
Ohio
$38M
HTC
18
Haverford Trust Company
Pennsylvania
$32.8M +$32.9M +608,410 New
US Bancorp
19
US Bancorp
Minnesota
$32.7M -$895K -16,534 -3%
BSB
20
Bangor Savings Bank
Maine
$28M +$447K +8,266 +2%
BIM
21
BlackRock Investment Management
Delaware
$28M +$124K +2,294 +0.4%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$27.5M -$32.9M -608,306 -54%
SR
23
Swiss Reinsurance
Switzerland
$26.7M -$10.2M -188,000 -22%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$26.4M -$1.91M -35,318 -7%
CNB
25
City National Bank
California
$25.8M +$3.45M +63,742 +15%