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State Street SPDR Bloomberg International Corporate Bond ETF

48 hedge funds and large institutions have $78.9M invested in State Street SPDR Bloomberg International Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $63.5M → $78.9M (+$15.3M)

1.38% more ownership

Funds ownership: 48.97%50.35% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 5148 (-3)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
15
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WBI Investments
New Jersey
$24M +$23.1M +743,513 +3,195%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$7.74M +$835K +26,904 +12%
Bank of America
3
Bank of America
North Carolina
$6.71M -$8.25M -265,906 -55%
CCA
4
Checchi Capital Advisers
California
$4.67M -$257K -8,285 -5%
UBS Group
5
UBS Group
Switzerland
$4.09M -$1.59M -51,345 -28%
State Street
6
State Street
Massachusetts
$3.74M -$944K -30,425 -20%
KL
7
KWMG LLC
Kansas
$3.27M +$590K +19,010 +22%
RCAG
8
Rehmann Capital Advisory Group
Michigan
$2.29M -$259K -8,346 -10%
Jane Street
9
Jane Street
New York
$1.95M +$1.39M +44,941 +261%
WCM
10
Windsor Capital Management
Arizona
$1.91M -$85.7K -2,762 -4%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.67M +$40.4K +1,303 +2%
AP
12
Appleton Partners
Massachusetts
$1.59M +$1.58M +50,757 New
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.46M +$1.45M +46,700 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.16M -$42.9K -1,383 -4%
ACP
15
Arcus Capital Partners
Georgia
$1.09M +$32.2K +1,039 +3%
AII
16
AGF Investments Inc
Ontario, Canada
$1.07M -$68.8K -2,216 -6%
Morgan Stanley
17
Morgan Stanley
New York
$1.02M +$8.5K +274 +0.8%
Wells Fargo
18
Wells Fargo
California
$974K -$4.55M -146,757 -82%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$963K +$281K +9,043 +42%
Citadel Advisors
20
Citadel Advisors
Florida
$807K +$800K +25,786 New
VKH
21
Virtu KCG Holdings
New York
$753K +$747K +24,066 New
IWM
22
IHT Wealth Management
Illinois
$707K +$597K +19,239 +120,244%
CIM
23
Cambria Investment Management
California
$649K +$95.3K +3,072 +17%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$619K +$73.1K +2,354 +14%
LFG
25
LifePlan Financial Group
Ohio
$569K -$91.1K -2,935 -14%

IBND Hedge Fund Activity: Q1 2017 in Review

48 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Corporate Bond ETF (IBND) for Q1 2017, worth a combined $78.9M — up 24% from $63.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of IBND and 8 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 15 added.

The largest buyer was WBI Investments, adding an estimated $23.1M. The largest seller was Bank of America, cutting an estimated $8.25M.

  • 48 institutional investors held State Street SPDR Bloomberg International Corporate Bond ETF (IBND) as of Q1 2017, down from 51 in Q4 2016.
  • Funds reported $78.9M of State Street SPDR Bloomberg International Corporate Bond ETF stock for Q1 2017, up 24% quarter-over-quarter.
  • 8 funds opened new State Street SPDR Bloomberg International Corporate Bond ETF positions in Q1 2017 and 10 closed out, a net change of -2 holders.
  • The largest State Street SPDR Bloomberg International Corporate Bond ETF buyer in Q1 2017 was WBI Investments, an estimated $23.1M added.
  • The largest State Street SPDR Bloomberg International Corporate Bond ETF seller in Q1 2017 was Bank of America, an estimated $8.25M sold.

Based on aggregated 13F filings for Q1 2017.