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iShares 5-10 Year Investment Grade Corporate Bond ETF

395 hedge funds and large institutions have $5.83B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 143 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 22

31% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 109

28% more call options, than puts

Call options by funds: $459K | Put options by funds: $360K

17% more funds holding

Funds holding: 337395 (+58)

8% more funds holding in top 10

Funds holding in top 10: 3740 (+3)

7% more capital invested

Capital invested by funds: $5.45B → $5.83B (+$376M)

4.92% more ownership

Funds ownership: 152.85%157.77% (+4.9%)

Holders
395
Holders Change
+58
Holders Change %
+17.21%
% of All Funds
8.96%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.91%
New
81
Increased
143
Reduced
109
Closed
22
Calls
$459K
Puts
$360K
Net Calls
+$99K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$667M +$85.2M +1,554,888 +15%
Wells Fargo
2
Wells Fargo
California
$426M +$13.6M +247,898 +3%
UBS Group
3
UBS Group
Switzerland
$270M +$10.9M +198,546 +4%
UCFA
4
United Capital Financial Advisors
Texas
$262M +$8.09M +147,670 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$241M +$1.7M +31,062 +0.7%
BlackRock
6
BlackRock
New York
$205M -$1.63M -29,654 -0.8%
Morgan Stanley
7
Morgan Stanley
New York
$186M +$10.6M +193,636 +6%
T
8
Thomaspartners
Massachusetts
$177M +$29.5M +538,728 +20%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$169M +$2.05M +37,432 +1%
Goldman Sachs
10
Goldman Sachs
New York
$163M +$1.04M +19,036 +0.6%
Bank of America
11
Bank of America
North Carolina
$161M -$9.25M -168,758 -5%
MMI
12
Matson Money Inc
Ohio
$160M +$7.93M +144,646 +5%
AssetMark Inc
13
AssetMark Inc
California
$138M -$37.9M -691,676 -21%
AC
14
Allstate Corporation
Illinois
$125M +$6.49M +118,500 +5%
Ameriprise
15
Ameriprise
Minnesota
$123M +$9.33M +170,294 +8%
KeyBank National Association
16
KeyBank National Association
Ohio
$108M +$2.05M +37,350 +2%
Stifel Financial
17
Stifel Financial
Missouri
$102M +$49.7M +906,932 +95%
Franklin Resources
18
Franklin Resources
California
$101M -$642K -11,718 -0.6%
LPL Financial
19
LPL Financial
California
$82.2M +$20.6M +376,064 +33%
MML Investors Services
20
MML Investors Services
Massachusetts
$81.2M +$11.5M +210,530 +16%
SMA
21
Simply Money Advisors
Ohio
$75.9M +$288K +5,258 +0.4%
Citigroup
22
Citigroup
New York
$68.5M -$16.1M -293,218 -19%
CPO
23
Cerity Partners OCIO
New York
$67.9M +$5.16M +94,130 +8%
SAS
24
Sage Advisory Services
Texas
$64.5M +$3.44M +62,808 +6%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$62.5M +$66.5K +1,214 +0.1%

IGIB Hedge Fund Activity: Q4 2017 in Review

395 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2017, worth a combined $5.83B — up 6.9% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IGIB positions and 22 closed out — a net gain of 59 holders — while 143 added to existing stakes and 109 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $85.2M. The largest seller was AssetMark Inc, cutting an estimated $37.9M.

  • 395 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2017, up from 337 in Q3 2017.
  • Funds reported $5.83B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2017, up 6.9% quarter-over-quarter.
  • 81 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2017 and 22 closed out, a net change of +59 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2017 was Envestnet Asset Management, an estimated $85.2M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2017 was AssetMark Inc, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2017.