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iShares 5-10 Year Investment Grade Corporate Bond ETF

308 hedge funds and large institutions have $4.14B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 130 increasing their positions, 107 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

21% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 107

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

4% more funds holding

Funds holding: 295308 (+13)

4% more capital invested

Capital invested by funds: $3.98B → $4.14B (+$167M)

1.39% less ownership

Funds ownership: 137.67%136.28% (-1.4%)

Holders
308
Holders Change
+13
Holders Change %
+4.41%
% of All Funds
8.22%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.88%
New
32
Increased
130
Reduced
107
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
276
Benjamin F. Edwards & Company
Missouri
$59K +$110 +2 +0.2%
Creative Planning
277
Creative Planning
Kansas
$59K +$15.8K +288 +38%
AWM
278
AllSquare Wealth Management
New York
$49K +$6.05K +110 +14%
PFBT
279
Parkside Financial Bank & Trust
Missouri
$44K +$8.14K +148 +23%
MRCM
280
M&R Capital Management
New Jersey
$44K +$44K +800 New
DBT
281
Dubuque Bank & Trust
Iowa
$33K +$8.04K +146 +32%
PFO
282
Pathstone Family Office
New Jersey
$31K +$30.8K +560 New
BWA
283
Burt Wealth Advisors
Maryland
$26K -$9.25K -168 -26%
CCM
284
Cribstone Capital Management
Maine
$26K +$25.3K +460 New
AP
285
Atwood & Palmer
Missouri
$24K
MWP
286
MYCIO Wealth Partners
Pennsylvania
$23K +$22.7K +412 New
SAM
287
Shamrock Asset Management
Texas
$20K +$19.5K +354 New
JFGIW
288
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K +$18.9K +344 New
WP
289
WealthPLAN Partners
Nebraska
$17.1K +$333K +6,046 New
WEC
290
Winslow Evans & Crocker
Massachusetts
$12K +$10.5K +190 +731%
WAM
291
Wealthspire Advisors (Maryland)
Maryland
$11K
WA
292
WFG Advisors
Texas
$11K +$11K +200 New
FANJ
293
Financial Architects (New Jersey)
New Jersey
$9K
AWM
294
Avior Wealth Management
Nebraska
$9K +$5.94K +108 +216%
GWM
295
Geneos Wealth Management
Colorado
$8K -$63.6K -1,156 -89%
DOA
296
D'Orazio & Associates
Virginia
$8K -$9.14K -166 -53%
CAL
297
Capital Advisors Ltd
Ohio
$8K
SEI Investments
298
SEI Investments
Pennsylvania
$7K +$7.38K +134 New
PIA
299
Piedmont Investment Advisors
North Carolina
$5.12K -$13.2K -240 -72%
Carson Wealth (CWM LLC)
300
Carson Wealth (CWM LLC)
Nebraska
$5K -$1.65K -30 -24%

IGIB Hedge Fund Activity: Q2 2016 in Review

308 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 Q2 2016, worth a combined $4.14B — up 4.2% from $3.98B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IGIB positions and 16 closed out — a net gain of 16 holders — while 130 added to existing stakes and 107 trimmed.

The largest buyer was WBI Investments, opening a new position worth an estimated $68.4M. The largest seller was Wells Fargo, cutting an estimated $208M.

  • 308 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2016, up from 295 in Q1 2016.
  • Funds reported $4.14B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2016, up 4.2% quarter-over-quarter.
  • 32 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2016 and 16 closed out, a net change of +16 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2016 was WBI Investments, an estimated $68.4M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2016 was Wells Fargo, an estimated $208M sold.

Based on aggregated 13F filings for Q2 2016.