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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
LG
301
Leuthold Group
Minnesota
– -$1.35M -25,174 Closed
Millennium Management
302
Millennium Management
New York
– -$773K -14,402 Closed
SCM
303
Saba Capital Management
New York
– -$697K -12,986 Closed
TCM
304
Tuttle Capital Management
Connecticut
– -$548K -10,224 Closed
GCA
305
Greenwood Capital Associates
South Carolina
– -$504K -9,400 Closed
CG
306
Colony Group
Massachusetts
– -$409K -7,622 Closed
CCS
307
Crosspoint Capital Strategies
California
– -$290K -5,310 Closed
UB
308
UMB Bank
Missouri
– -$229K -4,262 Closed
CS
309
Credit Suisse
Switzerland
– -$227K -4,230 Closed
PFS
310
Prospera Financial Services
Texas
– -$216K -4,032 Closed
OCG
311
Opus Capital Group
Ohio
– -$209K -3,888 Closed
AIM
312
Advantage Investment Management
Iowa
– -$150K -2,784 -100%
KC
313
Kingfisher Capital
North Carolina
– -$118K -2,200 Closed
AFP
314
Ausdal Financial Partners
Iowa
– -$116K -2,168 Closed
CI
315
Clal Insurance
Israel
– -$32K -598 Closed
CWM
316
Cranbrook Wealth Management
Michigan
– -$27K -500 Closed
TF
317
Tompkins Financial
New York
– -$17K -308 Closed
FTUS
318
Flow Traders U.S.
New York
– -$11K -200 Closed
WRM
319
Westport Resources Management
Connecticut
– -$10K -182 Closed
PMFA
320
Plante Moran Financial Advisors
Michigan
– -$7K -134 Closed
SEI Investments
321
SEI Investments
Pennsylvania
– -$6K -104 Closed
TCM
322
Tradewinds Capital Management
Washington
– -$5K -88 Closed
BCMIO
323
Beacon Capital Management Inc (Ohio)
Ohio
– -$1K -22 Closed
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.