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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
BSB
26
Bangor Savings Bank
Maine
$34.1M -$205K -3,716 -0.6%
GAIA
27
Global Atlantic Investment Advisors
Indiana
$34M +$234K +4,248 +0.7%
SAS
28
Sage Advisory Services
Texas
$33.8M +$1.45M +26,366 +5%
LPL Financial
29
LPL Financial
California
$33M -$31.1M -565,130 -49%
SR
30
Swiss Re
Switzerland
$30.3M
CAL
31
Capital Analysts LLC
Pennsylvania
$29.8M +$1.66M +30,234 +6%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$28.9M +$21.9M +397,242 +326%
AFG
33
Arkansas Financial Group
Arkansas
$27.2M +$1.21M +22,026 +5%
BFA
34
BlackRock Fund Advisors
California
$26.9M +$1.78M +32,340 +7%
EB
35
Eastern Bank
Massachusetts
$26.6M +$2.82M +51,226 +12%
FA
36
FDx Advisors
Illinois
$25.3M -$288K -5,232 -1%
CPO
37
Cerity Partners OCIO
New York
$23.6M -$3.53M -64,088 -13%
FEG
38
Fund Evaluation Group
Ohio
$23.5M +$16.9M +307,128 +265%
ST
39
Sabal Trust
Florida
$23.3M +$338K +6,144 +1%
WI
40
WrapManager Inc
California
$23.1M +$1.19M +21,656 +6%
JIR
41
James Investment Research
Ohio
$22.2M +$510K +9,268 +2%
MIH
42
Madison Investment Holdings
Wisconsin
$22.2M -$1.76M -32,012 -7%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$20.6M +$5.22M +94,824 +25%
NYLIM
44
New York Life Investment Management
New York
$18.9M -$18.7M -339,772 -50%
DC
45
Davenport & Co
Virginia
$17.6M -$46.8K -850 -0.3%
DSN
46
D. Scott Neal
Kentucky
$16.1M +$9.91K +180 +0.1%
BTS
47
BB&T Securities
Virginia
$16M -$823K -14,960 -5%
TC
48
Telemus Capital
Michigan
$13.8M +$7.15M +129,842 +110%
Truist Financial
49
Truist Financial
North Carolina
$13.5M +$793K +14,414 +6%
AIM
50
Acropolis Investment Management
Missouri
$11.9M -$78.5K -1,426 -0.7%

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.