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iShares 5-10 Year Investment Grade Corporate Bond ETF

329 hedge funds and large institutions have $4.66B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 106 increasing their positions, 130 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

5% more funds holding

Funds holding: 312329 (+17)

1.72% more ownership

Funds ownership: 144.54%146.26% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

6% less capital invested

Capital invested by funds: $4.96B → $4.66B (-$297M)

18% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 130

Holders
329
Holders Change
+17
Holders Change %
+5.45%
% of All Funds
8.22%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.95%
New
47
Increased
106
Reduced
130
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
301
IHT Wealth Management
Illinois
$63K +$64K +1,170 New
BFEC
302
Benjamin F. Edwards & Company
Missouri
$58K +$1.09K +20 +2%
FNBT
303
FineMark National Bank & Trust
Florida
$55K
AWM
304
AllSquare Wealth Management
New York
$47K
SFS
305
Sowell Financial Services
Arkansas
$47K +$47.2K +864 New
MRCM
306
M&R Capital Management
New Jersey
$43K
WTB
307
Washington Trust Bank
Washington
$43K +$43.7K +800 New
AF
308
Allworth Financial
California
$33K +$6.78K +124 +25%
WPA
309
West Paces Advisors
Georgia
$31.6K +$31.9K +584 New
MBT
310
Montecito Bank & Trust
California
$27K +$27.3K +500 New
BWA
311
Burt Wealth Advisors
Maryland
$26K
CCM
312
Cribstone Capital Management
Maine
$25K
AP
313
Atwood & Palmer
Missouri
$24K
JFA
314
JNBA Financial Advisors
Minnesota
$18K +$18.1K +332 New
AIA
315
Armor Investment Advisors
North Carolina
$17K +$17.5K +320 New
CAL
316
Capital Advisors Ltd
Ohio
$16K
DOA
317
D'Orazio & Associates
Virginia
$16K +$7.98K +146 +100%
FANJ
318
Financial Architects (New Jersey)
New Jersey
$15K +$6.23K +114 +68%
LWM
319
LBA Wealth Management
Florida
$13K
WEC
320
Winslow Evans & Crocker
Massachusetts
$11.7K
WAM
321
Wealthspire Advisors (Maryland)
Maryland
$11K
WA
322
WFG Advisors
Texas
$11K
EWM
323
Endurance Wealth Management
Rhode Island
$10K +$9.84K +180 New
PFGIA
324
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$9.51K +174 New
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$7K -$9.29K -170 -56%

IGIB Hedge Fund Activity: Q4 2016 in Review

329 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2016, worth a combined $4.66B — down 6% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IGIB positions and 25 closed out — a net gain of 22 holders — while 106 added to existing stakes and 130 trimmed.

The largest buyer was BlackRock Advisors, opening a new position worth an estimated $65.2M. The largest seller was Royal Bank of Canada, cutting an estimated $78.4M.

  • 329 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2016, up from 312 in Q3 2016.
  • Funds reported $4.66B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2016, down 6% quarter-over-quarter.
  • 47 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2016 and 25 closed out, a net change of +22 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2016 was BlackRock Advisors, an estimated $65.2M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2016 was Royal Bank of Canada, an estimated $78.4M sold.

Based on aggregated 13F filings for Q4 2016.