iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
253 hedge funds and large institutions have $4.15B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 86 reducing their positions, and 28 closing their positions.
208% more call options, than puts
Call options by funds: $852K | Put options by funds: $277K
28% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 86
14% more funds holding in top 10
Funds holding in top 10: 22 → 25 (+3)
5.77% more ownership
Funds ownership: 138.51% → 144.28% (+5.8%)
2% less capital invested
Capital invested by funds: $4.23B → $4.15B (-$77.7M)
4% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 28
2% less funds holding
Funds holding: 257 → 253 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$291M |
| 2 |
SR
Swiss Re
Zurich,
Switzerland
|
+$60M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$46.8M |
| 4 |
IG
ING Group
Amsterdam,
Netherlands
|
+$32M |
| 5 |
AssetMark Inc
Concord,
California
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$103M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$81.8M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$43.5M |
| 4 |
Barclays
London,
United Kingdom
|
-$37.9M |
| 5 |
Morgan Stanley
New York
|
-$27.1M |
IGIB Hedge Fund Activity: Q1 2015 in Review
253 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2015, worth a combined $4.15B — down 1.8% from $4.23B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of IGIB and 27 opened new positions — a net loss of 1 holder — while 86 trimmed existing stakes and 110 added.
The largest buyer was HighTower Advisors, adding an estimated $291M. The largest seller was Fidelity Investments, cutting an estimated $103M.
- 253 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2015, down from 257 in Q4 2014.
- Funds reported $4.15B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2015, down 1.8% quarter-over-quarter.
- 27 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2015 and 28 closed out, a net change of -1 holder.
- The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2015 was HighTower Advisors, an estimated $291M added.
- The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2015 was Fidelity Investments, an estimated $103M sold.
Based on aggregated 13F filings for Q1 2015.