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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

295 hedge funds and large institutions have $3.98B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 28

3% more funds holding

Funds holding: 286 → 295 (+9)

1% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 108

4.31% less ownership

Funds ownership: 141.98% → 137.67% (-4.3%)

9% less funds holding in top 10

Funds holding in top 10: 33 → 30 (-3)

14% less capital invested

Capital invested by funds: $4.64B → $3.98B (-$667M)

Holders
295
Holders Change
+9
Holders Change %
+3.15%
% of All Funds
7.86%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.8%
New
39
Increased
109
Reduced
108
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$20.3M
2
SG Americas Securities
SG Americas Securities
New York
+$18.7M
3
MIH
Madison Investment Holdings
Wisconsin
+$18.2M
4
Franklin Resources
Franklin Resources
California
+$18.1M
5
UBS Group
UBS Group
Switzerland
+$14.8M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$106M
2
Wells Fargo
Wells Fargo
California
-$101M
3
HI
Horizon Investments
North Carolina
-$37.2M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$36.2M
5
SR
Swiss Re
Switzerland
-$29.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTS
251
Fifth Third Securities
Ohio
$234K +$231K +4,274 New
Kayne Anderson Rudnick Investment Management
252
Kayne Anderson Rudnick Investment Management
California
$233K – – –
CSA
253
Cottage Street Advisors
Massachusetts
$219K +$216K +4,000 New
SIA
254
Starfire Investment Advisers
Michigan
$214K – – –
SBL
255
Sargent Bickham Lagudis
Colorado
$161K +$158K +2,928 New
WIC
256
Woodmont Investment Counsel
Tennessee
$158K – – –
RFA
257
Reilly Financial Advisors
California
$155K – – –
CB
258
Community Bank
New York
$148K – – –
KT
259
Kanaly Trust
Texas
$116K – – –
HDIM
260
Hanson & Doremus Investment Management
Vermont
$111K – – –
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$87K -$31.5K -584 -27%
FNBT
262
FineMark National Bank & Trust
Florida
$85K -$160K -2,966 -66%
CLOS
263
Compagnie Lombard Odier SCmA
Switzerland
$82K – – –
FWM
264
Focused Wealth Management
New York
$82K +$11K +204 +16%
BWP
265
Baldwin Wealth Partners
Massachusetts
$77K +$75.6K +1,400 New
KKAMG
266
Kernodle & Katon Asset Management Group
Arkansas
$75K – – –
GWM
267
Geneos Wealth Management
Colorado
$71K +$70.2K +1,300 New
AIM
268
Anchor Investment Management
South Carolina
$68.3K +$67.3K +1,246 New
HWP
269
Hefty Wealth Partners
Indiana
$66K -$537K -9,950 -89%
FAM
270
Formidable Asset Management
Ohio
$63K -$7.56K -140 -11%
BFEC
271
Benjamin F. Edwards & Company
Missouri
$58K – – –
Creative Planning
272
Creative Planning
Kansas
$42K -$11.3K -210 -22%
AWM
273
AllSquare Wealth Management
New York
$42K -$3.46K -64 -8%
PFBT
274
Parkside Financial Bank & Trust
Missouri
$36K – – –
BWA
275
Burt Wealth Advisors
Maryland
$35K +$9.07K +168 +35%
9 10
11
12 13

IGIB Hedge Fund Activity: Q1 2016 in Review

295 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2016, worth a combined $3.98B — down 14% from $4.64B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IGIB positions and 28 closed out — a net gain of 11 holders — while 109 added to existing stakes and 108 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $20.3M. The largest seller was AssetMark Inc, cutting an estimated $106M.

  • 295 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2016, up from 286 in Q4 2015.
  • Funds reported $3.98B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2016, down 14% quarter-over-quarter.
  • 39 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2016 and 28 closed out, a net change of +11 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2016 was Morgan Stanley, an estimated $20.3M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2016 was AssetMark Inc, an estimated $106M sold.

Based on aggregated 13F filings for Q1 2016.