We are live on ! Find out more
IGIB icon

iShares 5-10 Year Investment Grade Corporate Bond ETF

386 hedge funds and large institutions have $4.98B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 395386 (-9)

8% less funds holding in top 10

Funds holding in top 10: 4037 (-3)

10% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 146

13% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 45

13.79% less ownership

Funds ownership: 157.77%143.98% (-14%)

15% less capital invested

Capital invested by funds: $5.83B → $4.98B (-$853M)

Holders
386
Holders Change
-9
Holders Change %
-2.28%
% of All Funds
8.85%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.85%
New
39
Increased
131
Reduced
146
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$447M -$204M -3,790,862 -31%
Wells Fargo
2
Wells Fargo
California
$367M -$52M -965,460 -12%
UCFA
3
United Capital Financial Advisors
Texas
$276M +$18.7M +347,366 +7%
UBS Group
4
UBS Group
Switzerland
$264M -$1.1M -20,466 -0.4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$217M -$20.3M -376,776 -9%
AssetMark Inc
6
AssetMark Inc
California
$191M +$55.5M +1,030,548 +41%
Goldman Sachs
7
Goldman Sachs
New York
$186M +$26.4M +489,644 +16%
Morgan Stanley
8
Morgan Stanley
New York
$174M -$8.68M -161,210 -5%
BlackRock
9
BlackRock
New York
$166M -$35.5M -658,316 -18%
MMI
10
Matson Money Inc
Ohio
$165M +$7.98M +148,234 +5%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$160M -$6.54M -121,336 -4%
Bank of America
12
Bank of America
North Carolina
$141M -$16.4M -304,420 -10%
AC
13
Allstate Corporation
Illinois
$123M
Ameriprise
14
Ameriprise
Minnesota
$123M +$1.75M +32,532 +1%
KeyBank National Association
15
KeyBank National Association
Ohio
$105M -$748K -13,886 -0.7%
LPL Financial
16
LPL Financial
California
$101M +$20.4M +378,254 +25%
Stifel Financial
17
Stifel Financial
Missouri
$95.1M -$4.99M -92,684 -5%
Franklin Resources
18
Franklin Resources
California
$93M -$6.16M -114,430 -6%
AIMU
19
Allianz Investment Management US
Minnesota
$66.3M +$58.8M +1,091,900 +757%
HTC
20
Haverford Trust Company
Pennsylvania
$57.4M +$1.14M +21,110 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$57.2M -$4.12M -76,408 -7%
SAS
22
Sage Advisory Services
Texas
$51.7M -$11.6M -215,922 -18%
BCM
23
Brookstone Capital Management
Illinois
$48.4M +$2.29M +42,482 +5%
US Bancorp
24
US Bancorp
Minnesota
$44.5M -$514K -9,550 -1%
AG
25
Advisor Group
Arizona
$36.7M -$2.31M -42,968 -6%

IGIB Hedge Fund Activity: Q1 2018 in Review

386 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2018, worth a combined $4.98B — down 15% from $5.83B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of IGIB and 39 opened new positions — a net loss of 6 holders — while 146 trimmed existing stakes and 131 added.

The largest buyer was Allianz Investment Management US, adding an estimated $58.8M. The largest seller was Envestnet Asset Management, cutting an estimated $204M.

  • 386 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2018, down from 395 in Q4 2017.
  • Funds reported $4.98B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2018, down 15% quarter-over-quarter.
  • 39 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2018 and 45 closed out, a net change of -6 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2018 was Allianz Investment Management US, an estimated $58.8M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2018.