We are live on ! Find out more
IGIB icon

iShares 5-10 Year Investment Grade Corporate Bond ETF

337 hedge funds and large institutions have $5.45B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 143 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $474K | Put options by funds: $242K

40% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 102

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

10.88% more ownership

Funds ownership: 141.97%152.85% (+11%)

11% more capital invested

Capital invested by funds: $4.93B → $5.45B (+$519M)

1% less funds holding

Funds holding: 339337 (-2)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
337
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
8.4%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.92%
New
26
Increased
143
Reduced
102
Closed
23
Calls
$474K
Puts
$242K
Net Calls
+$232K
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$587M +$55.9M +1,015,790 +11%
Wells Fargo
2
Wells Fargo
California
$416M +$36.7M +667,052 +10%
UBS Group
3
UBS Group
Switzerland
$262M +$258M +4,686,222 +7,096%
UCFA
4
United Capital Financial Advisors
Texas
$256M +$11.9M +216,874 +5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$242M -$2.67M -48,540 -1%
BlackRock
6
BlackRock
New York
$209M -$10M -182,238 -5%
AssetMark Inc
7
AssetMark Inc
California
$177M +$31.4M +570,854 +22%
Morgan Stanley
8
Morgan Stanley
New York
$177M -$14.7M -266,452 -8%
Bank of America
9
Bank of America
North Carolina
$171M +$6.7M +121,628 +4%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$169M +$184K +3,344 +0.1%
Goldman Sachs
11
Goldman Sachs
New York
$163M +$557K +10,110 +0.3%
MMI
12
Matson Money Inc
Ohio
$153M +$5.92M +107,466 +4%
T
13
Thomaspartners
Massachusetts
$149M +$22.3M +405,874 +18%
AC
14
Allstate Corporation
Illinois
$120M +$79.5M +1,444,000 +197%
Ameriprise
15
Ameriprise
Minnesota
$115M +$12M +218,226 +12%
KeyBank National Association
16
KeyBank National Association
Ohio
$107M -$44.5K -808 -0%
Franklin Resources
17
Franklin Resources
California
$103M -$1.51M -27,508 -1%
Citigroup
18
Citigroup
New York
$85.3M +$79.2M +1,437,992 +1,301%
SMA
19
Simply Money Advisors
Ohio
$76.2M +$268K +4,870 +0.4%
MML Investors Services
20
MML Investors Services
Massachusetts
$70.3M -$6.96M -126,492 -9%
CPO
21
Cerity Partners OCIO
New York
$63.3M +$8.15M +147,996 +15%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$62.9M +$4.65M +84,484 +8%
LPL Financial
23
LPL Financial
California
$62.2M +$4.14M +75,228 +7%
SAS
24
Sage Advisory Services
Texas
$61.6M -$7.79M -141,412 -11%
HTC
25
Haverford Trust Company
Pennsylvania
$55.1M +$1.71M +31,052 +3%

IGIB Hedge Fund Activity: Q3 2017 in Review

337 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2017, worth a combined $5.45B — up 11% from $4.93B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IGIB positions and 23 closed out — a net gain of 3 holders — while 143 added to existing stakes and 102 trimmed.

The largest buyer was UBS Group, adding an estimated $258M. The largest seller was Park Avenue Securities, exiting entirely with an estimated $87.9M sold.

  • 337 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2017, down from 339 in Q2 2017.
  • Funds reported $5.45B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2017, up 11% quarter-over-quarter.
  • 26 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2017 and 23 closed out, a net change of +3 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2017 was UBS Group, an estimated $258M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2017 was Park Avenue Securities, an estimated $87.9M sold.

Based on aggregated 13F filings for Q3 2017.