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iShares 5-10 Year Investment Grade Corporate Bond ETF

329 hedge funds and large institutions have $4.66B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 106 increasing their positions, 130 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

5% more funds holding

Funds holding: 312329 (+17)

1.72% more ownership

Funds ownership: 144.54%146.26% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

6% less capital invested

Capital invested by funds: $4.96B → $4.66B (-$297M)

18% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 130

Holders
329
Holders Change
+17
Holders Change %
+5.45%
% of All Funds
8.22%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.95%
New
47
Increased
106
Reduced
130
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Stratos Wealth Partners
Ohio
$452K -$302K -5,522 -40%
DIA
227
Davidson Investment Advisors
Montana
$444K -$71.1K -1,300 -14%
HighTower Advisors
228
HighTower Advisors
Illinois
$441K -$124K -2,260 -22%
Invesco
229
Invesco
Georgia
$441K -$89.6K -1,640 -17%
TWM
230
Torch Wealth Management
Ohio
$441K
CWM
231
Concert Wealth Management
California
$430K -$405K -7,416 -48%
NPC
232
National Planning Corporation
California
$417K -$630K -11,516 -60%
ERIM
233
Eagle Ridge Investment Management
Connecticut
$411K
BFM
234
Boston Financial Management
Massachusetts
$401K +$405K +7,404 New
DIA
235
Dana Investment Advisors
Wisconsin
$391K -$19.8K -362 -5%
OC
236
Oppenheimer & Co
New York
$385K +$38.3K +700 +11%
TFA
237
Transamerica Financial Advisors
Florida
$381K -$605K -11,062 -61%
SI
238
Shaker Investments
Ohio
$374K
KA
239
Kovack Advisors
Florida
$373K
AT
240
Arden Trust
Delaware
$368K -$498K -9,112 -57%
FPCP
241
Fort Point Capital Partners
California
$361K +$105K +1,920 +41%
BFA
242
Beaumont Financial Advisors
Massachusetts
$355K -$76.3K -1,396 -18%
JIC
243
Johnson Investment Counsel
Ohio
$349K +$62.9K +1,150 +22%
BKA
244
Brick & Kyle Associates
Pennsylvania
$335K -$32.8K -600 -9%
CSIC
245
Clifford Swan Investment Counsel
California
$331K +$334K +6,112 New
FM
246
Foster & Motley
Ohio
$328K -$26.3K -482 -7%
SPIA
247
Steward Partners Investment Advisory
New York
$327K +$331K +6,062 New
RFC
248
Regions Financial Corp
Alabama
$326K +$41.5K +760 +14%
GLA
249
Good Life Advisors
Pennsylvania
$326K +$330K +6,028 New
SFA
250
Stewardship Financial Advisors
Georgia
$315K -$210K -3,846 -40%

IGIB Hedge Fund Activity: Q4 2016 in Review

329 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2016, worth a combined $4.66B — down 6% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IGIB positions and 25 closed out — a net gain of 22 holders — while 106 added to existing stakes and 130 trimmed.

The largest buyer was BlackRock Advisors, opening a new position worth an estimated $65.2M. The largest seller was Royal Bank of Canada, cutting an estimated $78.4M.

  • 329 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2016, up from 312 in Q3 2016.
  • Funds reported $4.66B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2016, down 6% quarter-over-quarter.
  • 47 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2016 and 25 closed out, a net change of +22 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2016 was BlackRock Advisors, an estimated $65.2M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2016 was Royal Bank of Canada, an estimated $78.4M sold.

Based on aggregated 13F filings for Q4 2016.