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iShares 5-10 Year Investment Grade Corporate Bond ETF

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: 329348 (+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: 3834 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
326
Harbour Capital Advisors
Virginia
$26.1K +$26.1K +480 New
CCM
327
Cribstone Capital Management
Maine
$25K
CAG
328
Crestwood Advisors Group
Massachusetts
$25K +$25K +460 New
NFG
329
Next Financial Group
Texas
$22K -$129K -2,376 -86%
JFA
330
JNBA Financial Advisors
Minnesota
$18K
AIA
331
Armor Investment Advisors
North Carolina
$17K
PB
332
Pinnacle Bancorp
Nebraska
$17K +$17.3K +318 New
CAL
333
Capital Advisors Ltd
Ohio
$16K
DOA
334
D'Orazio & Associates
Virginia
$16K
FPS
335
Fieldpoint Private Securities
Connecticut
$16K +$16.3K +300 New
FANJ
336
Financial Architects (New Jersey)
New Jersey
$15K
EWM
337
Endurance Wealth Management
Rhode Island
$15K +$4.89K +90 +50%
LWM
338
LBA Wealth Management
Florida
$13K
PA
339
Parallel Advisors
California
$11K -$53.2K -980 -83%
WAM
340
Wealthspire Advisors (Maryland)
Maryland
$11K
LNB
341
Ledyard National Bank
$11K +$10.6K +196 New
YWP
342
YorkBridge Wealth Partners
New York
$6K +$5.86K +108 New
IWM
343
IHT Wealth Management
Illinois
$4K -$59.1K -1,088 -93%
OC
344
Oakworth Capital
Alabama
$4K
RWA
345
Ropes Wealth Advisors
Massachusetts
$3K +$2.93K +54 New
GI
346
Gradient Investments
Minnesota
$2K +$2.5K +46 New
WEC
347
Winslow Evans & Crocker
Massachusetts
$1.42K -$10.2K -188 -87%
Mirae Asset Global Investments
348
Mirae Asset Global Investments
South Korea
-$10.8M -200,000 Closed
Jane Street
349
Jane Street
New York
-$7.11M -131,456 Closed
DLCIG
350
D.L. Carlson Investment Group
New Hampshire
-$3.14M -58,026 Closed

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.