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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

348 hedge funds and large institutions have $4.67B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 137 increasing their positions, 118 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

16% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 118

6% more funds holding

Funds holding: 329 → 348 (+19)

0% more capital invested

Capital invested by funds: $4.66B → $4.67B (+$6.66M)

3.04% less ownership

Funds ownership: 146.26% → 143.22% (-3%)

11% less funds holding in top 10

Funds holding in top 10: 38 → 34 (-4)

Holders
348
Holders Change
+19
Holders Change %
+5.78%
% of All Funds
8.66%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.85%
New
40
Increased
137
Reduced
118
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$69.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.7M
3
T
Thomaspartners
Massachusetts
+$41.3M
4
Morgan Stanley
Morgan Stanley
New York
+$23.9M
5
AC
Allstate Corporation
Illinois
+$23.4M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$141M
2
RJA
Raymond James & Associates
Florida
-$71.9M
3
CAL
Capital Analysts LLC
Pennsylvania
-$25.8M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
-$23.8M
5
EB
Eastern Bank
Massachusetts
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FM
276
Foster & Motley
Ohio
$255K -$75.4K -1,388 -23%
CAM
277
Caprin Asset Management
Virginia
$254K -$58.7K -1,082 -19%
EGA
278
Eagle Global Advisors
Texas
$253K – – –
LP
279
LGL Partners
Pennsylvania
$250K +$977 +18 +0.4%
PAS
280
Partnervest Advisory Services
California
$245K – – –
PR
281
Payden & Rygel
California
$245K – – –
SSWM
282
Sheets Smith Wealth Management
North Carolina
$240K -$10.9K -200 -4%
WF
283
Welch & Forbes
Massachusetts
$240K – – –
NGA
284
Naples Global Advisors
Florida
$238K +$237K +4,360 New
FC
285
Forte Capital
New York
$233K +$232K +4,282 New
Kayne Anderson Rudnick Investment Management
286
Kayne Anderson Rudnick Investment Management
California
$232K +$434 +8 +0.2%
OAM
287
Oxford Asset Management
United Kingdom
$224K +$224K +4,120 New
CCK
288
Clarity Capital KCPS
Israel
$221K +$60.3K +1,110 New
CSA
289
Cottage Street Advisors
Massachusetts
$218K – – –
Lazard Asset Management
290
Lazard Asset Management
New York
$212K – – –
LCM
291
Liberty Capital Management
Michigan
$197K -$25K -460 -11%
FMII
292
Farmers & Merchants Investments Inc
Nebraska
$191K -$23.9K -440 -11%
MIFH
293
Migdal Insurance & Financial Holdings
Israel
$182K – – –
NEAM
294
New England Asset Management
Connecticut
$180K – – –
TFO
295
Tarbox Family Office
California
$172K +$760 +14 +0.4%
RFA
296
Reilly Financial Advisors
California
$160K – – –
CFD
297
Creative Financial Designs
Indiana
$153K -$775K -14,284 -84%
AWM
298
Avior Wealth Management
Nebraska
$142K +$109 +2 +0.1%
SBL
299
Sargent Bickham Lagudis
Colorado
$141K – – –
SPIA
300
Steward Partners Investment Advisory
New York
$130K -$199K -3,664 -60%
10 11
12
13 14

IGIB Hedge Fund Activity: Q1 2017 in Review

348 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2017, worth a combined $4.67B — up 0.14% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGIB positions and 16 closed out — a net gain of 24 holders — while 137 added to existing stakes and 118 trimmed.

The largest buyer was BlackRock, adding an estimated $69.7M. The largest seller was Franklin Resources, cutting an estimated $141M.

  • 348 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2017, up from 329 in Q4 2016.
  • Funds reported $4.67B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2017, up 0.14% quarter-over-quarter.
  • 40 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2017 and 16 closed out, a net change of +24 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2017 was BlackRock, an estimated $69.7M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2017 was Franklin Resources, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2017.