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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

286 hedge funds and large institutions have $4.64B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 24

18% more funds holding in top 10

Funds holding in top 10: 28 → 33 (+5)

5% more funds holding

Funds holding: 272 → 286 (+14)

4.38% more ownership

Funds ownership: 137.6% → 141.98% (+4.4%)

1% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 109

9% less capital invested

Capital invested by funds: $5.08B → $4.64B (-$438M)

Holders
286
Holders Change
+14
Holders Change %
+5.15%
% of All Funds
7.5%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.87%
New
40
Increased
108
Reduced
109
Closed
24
Calls
$1.05M
Puts
–
Net Calls
+$1.05M
Net Calls Change
+$237K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$128M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$46.8M
3
AssetMark Inc
AssetMark Inc
California
+$46.2M
4
Wells Fargo
Wells Fargo
California
+$41.6M
5
HI
Horizon Investments
North Carolina
+$35.4M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$312M
2
CC
Curian Capital
Colorado
-$63.5M
3
FEG
Fund Evaluation Group
Ohio
-$47.1M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$21.3M
5
Prudential Financial
Prudential Financial
New Jersey
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$32.5M +$622K +11,496 +2%
SAS
27
Sage Advisory Services
Texas
$31.8M +$15.7M +289,860 +96%
GAIA
28
Global Atlantic Investment Advisors
Indiana
$31.8M +$3.17M +58,540 +11%
CAL
29
Capital Analysts LLC
Pennsylvania
$26.3M +$897K +16,580 +3%
CSIA
30
Charles Schwab Investment Advisory
California
$26M +$592K +10,930 +2%
Jane Street
31
Jane Street
New York
$25.9M +$18M +332,676 +221%
FA
32
FDx Advisors
Illinois
$24.3M +$23M +425,028 +1,533%
CC
33
Curian Capital
Colorado
$23.6M -$63.5M -1,173,552 -73%
NYLIM
34
New York Life Investment Management
New York
$23.4M +$23.7M +437,100 New
Ameriprise
35
Ameriprise
Minnesota
$22.9M +$7.84M +144,794 +51%
AFG
36
Arkansas Financial Group
Arkansas
$22.6M +$234K +4,326 +1%
ST
37
Sabal Trust
Florida
$21.8M -$163K -3,010 -0.7%
JIR
38
James Investment Research
Ohio
$21.2M +$618K +11,418 +3%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$21M -$983K -18,158 -4%
EB
40
Eastern Bank
Massachusetts
$20.2M +$323K +5,960 +2%
WI
41
WrapManager Inc
California
$18.5M +$18.7M +344,640 New
3AM
42
3D Asset Management
Connecticut
$17.8M +$254K +4,692 +1%
DC
43
Davenport & Co
Virginia
$17.7M -$282K -5,216 -2%
VFS
44
VSR Financial Services
Kansas
$16.6M +$1.81M +33,364 +12%
DSN
45
D. Scott Neal
Kentucky
$15.8M +$796K +14,710 +5%
EC
46
Estate Counselors
Wisconsin
$15.6M +$947K +17,500 +6%
UCFA
47
United Capital Financial Advisors
Texas
$14.6M -$474K -8,754 -3%
BCI
48
Brinker Capital Investments
Pennsylvania
$14.4M -$44.2K -816 -0.3%
BFA
49
BlackRock Fund Advisors
California
$14.2M -$759K -14,024 -5%
QCMNJ
50
Quantum Capital Management (New Jersey)
New Jersey
$13M -$1.53M -28,230 -10%
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IGIB Hedge Fund Activity: Q4 2015 in Review

286 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2015, worth a combined $4.64B — down 8.6% from $5.08B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGIB positions and 24 closed out — a net gain of 16 holders — while 108 added to existing stakes and 109 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $128M. The largest seller was Franklin Resources, cutting an estimated $312M.

  • 286 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2015, up from 272 in Q3 2015.
  • Funds reported $4.64B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2015, down 8.6% quarter-over-quarter.
  • 40 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2015 and 24 closed out, a net change of +16 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2015 was Royal Bank of Canada, an estimated $128M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2015 was Franklin Resources, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2015.