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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
AWM
276
Avior Wealth Management
Nebraska
$112K +$103K +1,848 +1,170%
HDIM
277
Hanson & Doremus Investment Management
Vermont
$103K -$10K -180 -9%
EDRS
278
Edmond de Rothschild (Suisse)
Switzerland
$100K – – –
FWM
279
Focused Wealth Management
New York
$83K +$111 +2 +0.1%
SFG
280
SevenBridge Financial Group
Pennsylvania
$82K -$39.4K -708 -32%
PFBT
281
Parkside Financial Bank & Trust
Missouri
$77K +$32.7K +588 +73%
KKAMG
282
Kernodle & Katon Asset Management Group
Arkansas
$76K – – –
LM
283
Legg Mason
Maryland
$71K +$70.8K +1,272 New
Mariner
284
Mariner
Kansas
$70K +$69.6K +1,250 New
AIM
285
Anchor Investment Management
South Carolina
$69.4K – – –
PFO
286
Pathstone Family Office
New Jersey
$63K +$31.2K +560 +100%
BFEC
287
Benjamin F. Edwards & Company
Missouri
$59K – – –
FNBT
288
FineMark National Bank & Trust
Florida
$57K -$29.5K -530 -34%
SNT
289
Security National Trust
West Virginia
$51K +$50.8K +912 New
AWM
290
AllSquare Wealth Management
New York
$49K – – –
MRCM
291
M&R Capital Management
New Jersey
$44K – – –
SEI Investments
292
SEI Investments
Pennsylvania
$40K +$32.2K +578 +431%
AF
293
Allworth Financial
California
$27K +$23.3K +418 +581%
BWA
294
Burt Wealth Advisors
Maryland
$26K – – –
CCM
295
Cribstone Capital Management
Maine
$25K – – –
AP
296
Atwood & Palmer
Missouri
$24K – – –
SAM
297
Shamrock Asset Management
Texas
$23K +$3.79K +68 +19%
JFGIW
298
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K – – –
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$17K +$11.7K +210 +219%
CAL
300
Capital Advisors Ltd
Ohio
$16K +$7.79K +140 +93%
10 11
12
13 14

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.