We are live on ! Find out more
IGIB icon

iShares 5-10 Year Investment Grade Corporate Bond ETF

312 hedge funds and large institutions have $4.96B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 144 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 94

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

20% more capital invested

Capital invested by funds: $4.14B → $4.96B (+$817M)

15% more funds holding in top 10

Funds holding in top 10: 3338 (+5)

8.26% more ownership

Funds ownership: 136.28%144.54% (+8.3%)

1% more funds holding

Funds holding: 308312 (+4)

Holders
312
Holders Change
+4
Holders Change %
+1.3%
% of All Funds
8.32%
Holding in Top 10
38
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.15%
% of All Funds
1.01%
New
26
Increased
144
Reduced
94
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
226
WealthSource Partners
California
$485K -$72.9K -1,310 -13%
RCAG
227
Rehmann Capital Advisory Group
Michigan
$484K -$891 -16 -0.2%
NSCM
228
New South Capital Management
Tennessee
$473K
EAM
229
Evanson Asset Management
California
$467K -$1.11K -20 -0.2%
TWM
230
Torch Wealth Management
Ohio
$454K
BFA
231
Beaumont Financial Advisors
Massachusetts
$443K -$87.5K -1,572 -16%
ERIM
232
Eagle Ridge Investment Management
Connecticut
$423K
DIA
233
Dana Investment Advisors
Wisconsin
$423K +$423K +7,596 New
WI
234
WBI Investments
New Jersey
$407K -$68.8M -1,235,068 -99%
SI
235
Shaker Investments
Ohio
$385K +$385K +6,910 New
KA
236
Kovack Advisors
Florida
$384K -$229K -4,108 -37%
BKA
237
Brick & Kyle Associates
Pennsylvania
$379K -$5.79K -104 -2%
PG
238
Patten Group
Tennessee
$377K
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$373K -$120K -2,148 -24%
FM
240
Foster & Motley
Ohio
$364K -$97.8K -1,756 -21%
OC
241
Oppenheimer & Co
New York
$358K +$24.2K +434 +7%
CAM
242
Caprin Asset Management
Virginia
$342K -$35K -628 -9%
LP
243
LGL Partners
Pennsylvania
$333K +$2K +36 +0.6%
WIC
244
Woodmont Investment Counsel
Tennessee
$328K -$310K -5,570 -49%
FAAS
245
First Allied Advisory Services
California
$324K -$161K -2,890 -33%
AWA
246
Arete Wealth Advisors
Illinois
$313K +$1.89K +34 +0.6%
CFN
247
Cordasco Financial Network
Florida
$302K
JIC
248
Johnson Investment Counsel
Ohio
$295K -$58.7K -1,054 -17%
RIA
249
Regal Investment Advisors
Michigan
$295K -$48.7K -874 -14%
RFC
250
Regions Financial Corp
Alabama
$294K -$3.01K -54 -1%

IGIB Hedge Fund Activity: Q3 2016 in Review

312 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2016, worth a combined $4.96B — up 20% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IGIB positions and 19 closed out — a net gain of 7 holders — while 144 added to existing stakes and 94 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $230M. The largest seller was WBI Investments, cutting an estimated $68.8M.

  • 312 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2016, up from 308 in Q2 2016.
  • Funds reported $4.96B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2016, up 20% quarter-over-quarter.
  • 26 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2016 and 19 closed out, a net change of +7 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2016 was Envestnet Asset Management, an estimated $230M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2016 was WBI Investments, an estimated $68.8M sold.

Based on aggregated 13F filings for Q3 2016.