We are live on ! Find out more
IGIB icon

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
VIA
301
Vantage Investment Advisors
Pennsylvania
$5K +$4.84K +88 New
AF
302
Allworth Financial
California
$4K
CAPTRUST Financial Advisors
303
CAPTRUST Financial Advisors
North Carolina
$4K
OC
304
Oakworth Capital
Alabama
$4K
GI
305
Gradient Investments
Minnesota
$4K +$3.63K +66 New
Bessemer Group
306
Bessemer Group
New Jersey
$2K +$2.2K +40 New
SG
307
Strid Group
Pennsylvania
-$12.1M -220,136 Closed
LI
308
LVZ Inc
Michigan
-$4.95M -90,270 Closed
AIG
309
American International Group
New York
-$3.35M -61,142 Closed
HI
310
Hudock Inc
Pennsylvania
-$1.84M -33,638 Closed
NA
311
NewEdge Advisors
Louisiana
-$1M -18,316 Closed
HI
312
Horizon Investments
North Carolina
-$613K -11,182 Closed
FFS
313
Founders Financial Securities
Maryland
-$609K -11,106 Closed
Susquehanna International Group
314
Susquehanna International Group
Pennsylvania
-$443K -8,070 Closed
SFM
315
Signet Financial Management
New Jersey
-$297K -5,414 Closed
GA
316
Gateway Advisory
New Jersey
-$256K -4,664 Closed
SIA
317
Starfire Investment Advisers
Michigan
-$214K -3,900 Closed
CLOS
318
Compagnie Lombard Odier SCmA
Switzerland
-$82K -1,500 Closed
FAM
319
Formidable Asset Management
Ohio
-$63K -1,150 Closed
JFA
320
JNBA Financial Advisors
Minnesota
-$15K -280 Closed
ADL
321
Asset Dedication LLC
California
-$8K -140 Closed
MWM
322
MinichMacGregor Wealth Management
New York
-$1K -20 Closed

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.