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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

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: 33 → 38 (+5)

8.26% more ownership

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

1% more funds holding

Funds holding: 308 → 312 (+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
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$230M
2
UCFA
United Capital Financial Advisors
Texas
+$204M
3
Franklin Resources
Franklin Resources
California
+$197M
4
AssetMark Inc
AssetMark Inc
California
+$113M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$65.8M

Top Sellers

1
WI
WBI Investments
New Jersey
-$68.8M
2
PAS
Park Avenue Securities
New York
-$62.1M
3
Jane Street
Jane Street
New York
-$61.7M
4
Wells Fargo
Wells Fargo
California
-$35.6M
5
BFA
BlackRock Fund Advisors
California
-$22.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG
251
Swarthmore Group
Pennsylvania
$278K -$1.56M -27,980 -85%
SPC
252
Sigma Planning Corp
Michigan
$278K -$60.1K -1,080 -18%
PR
253
Payden & Rygel
California
$277K – – –
ClearBridge Investments
254
ClearBridge Investments
New York
$265K -$596K -10,704 -69%
FPCP
255
Fort Point Capital Partners
California
$263K – – –
SSWM
256
Sheets Smith Wealth Management
North Carolina
$256K – – –
PAS
257
Partnervest Advisory Services
California
$251K – – –
WF
258
Welch & Forbes
Massachusetts
$245K -$22.3K -400 -8%
KSA
259
Ken Stern & Associates
California
$238K +$238K +4,282 New
Kayne Anderson Rudnick Investment Management
260
Kayne Anderson Rudnick Investment Management
California
$236K – – –
LCM
261
Liberty Capital Management
Michigan
$226K +$227K +4,084 New
CSA
262
Cottage Street Advisors
Massachusetts
$223K – – –
DE
263
Day & Ennis
Georgia
$210K +$210K +3,768 New
BWM
264
Braver Wealth Management
Massachusetts
$209K -$67.7K -1,216 -24%
NEAM
265
New England Asset Management
Connecticut
$184K – – –
HWP
266
Hefty Wealth Partners
Indiana
$174K +$56.8K +1,020 +48%
TFO
267
Tarbox Family Office
California
$173K +$334 +6 +0.2%
KT
268
Kanaly Trust
Texas
$171K +$84.7K +1,522 +98%
CB
269
Community Bank
New York
$150K – – –
RFA
270
Reilly Financial Advisors
California
$142K – – –
Creative Planning
271
Creative Planning
Kansas
$142K +$83.9K +1,506 +143%
LAM
272
Lebenthal Asset Management
New York
$142K +$142K +2,550 New
NFG
273
Next Financial Group
Texas
$136K +$135K +2,430 +15,188%
WP
274
WealthPLAN Partners
Nebraska
$116K -$220K -3,954 -65%
JCM
275
Jacobi Capital Management
Pennsylvania
$114K – – –
9 10
11
12 13

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.