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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
LWM
301
LBA Wealth Management
Florida
$13K +$13.4K +240 New
WEC
302
Winslow Evans & Crocker
Massachusetts
$12K – – –
WAM
303
Wealthspire Advisors (Maryland)
Maryland
$11K – – –
WA
304
WFG Advisors
Texas
$11K – – –
FANJ
305
Financial Architects (New Jersey)
New Jersey
$9K – – –
DOA
306
D'Orazio & Associates
Virginia
$8K – – –
GWM
307
Geneos Wealth Management
Colorado
$8K – – –
VIA
308
Vantage Investment Advisors
Pennsylvania
$5K – – –
OC
309
Oakworth Capital
Alabama
$4K – – –
SBL
310
Sargent Bickham Lagudis
Colorado
$155 -$7.79K -140 -5%
PAS
311
Park Avenue Securities
New York
– -$62.1M -1,115,620 Closed
William Blair Investment Management
312
William Blair Investment Management
Illinois
– -$7.9M -142,000 Closed
RT
313
Reliance Trust
Georgia
– -$609K -10,956 Closed
SFA
314
Sequoia Financial Advisors
Ohio
– -$393K -7,062 Closed
FNBOO
315
First National Bank of Omaha
Nebraska
– -$360K -6,470 Closed
MHS
316
M Holdings Securities
Oregon
– -$327K -5,876 Closed
Neuberger Berman Group
317
Neuberger Berman Group
New York
– -$312K -5,610 Closed
ECML
318
Eagle Capital Management (Louisiana)
Louisiana
– -$210K -4,928 Closed
HF
319
HRT Financial
New York
– -$237K -4,268 Closed
CSIA
320
Charles Schwab Investment Advisory
California
– -$230K -4,142 Closed
FTS
321
Fifth Third Securities
Ohio
– -$214K -3,852 Closed
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
– -$109K -1,964 Closed
BWP
323
Baldwin Wealth Partners
Massachusetts
– -$78K -1,400 Closed
DBT
324
Dubuque Bank & Trust
Iowa
– -$33K -600 Closed
MWP
325
MYCIO Wealth Partners
Pennsylvania
– -$23K -412 Closed
10 11 12
13
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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.