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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
LPL Financial
26
LPL Financial
California
$41.1M +$11.3M +206,742 +37%
Stifel Financial
27
Stifel Financial
Missouri
$40.2M -$1.41M -25,708 -3%
CAL
28
Capital Analysts LLC
Pennsylvania
$31.9M +$235K +4,296 +0.7%
AC
29
Allstate Corporation
Illinois
$31.9M -$38.8M -710,616 -55%
CONA
30
Capital One National Association
New York
$30.2M -$11.8M -215,696 -28%
AFG
31
Arkansas Financial Group
Arkansas
$27.5M +$450K +8,240 +2%
IUHSA
32
Itau Unibanco Holding S.A.
Brazil
$26M +$26.2M +480,076 New
EB
33
Eastern Bank
Massachusetts
$25.7M -$1.24M -22,654 -5%
FEG
34
Fund Evaluation Group
Ohio
$25.3M -$779K -14,258 -3%
ST
35
Sabal Trust
Florida
$23.7M -$88.6K -1,620 -0.4%
Wolverine Trading
36
Wolverine Trading
Illinois
$23.5M +$10.3M +188,732 +77%
BCM
37
Brookstone Capital Management
Illinois
$23.4M +$5.28M +96,546 +29%
WI
38
WrapManager Inc
California
$23.4M -$450K -8,238 -2%
BSB
39
Bangor Savings Bank
Maine
$22M -$11.7M -213,456 -34%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$21.5M +$2.56M +46,878 +13%
BTS
41
BB&T Securities
Virginia
$20.8M
JIR
42
James Investment Research
Ohio
$19.6M -$1.71M -31,272 -8%
NYLIM
43
New York Life Investment Management
New York
$18.4M
DC
44
Davenport & Co
Virginia
$16.8M -$494K -9,032 -3%
ZB
45
Zions Bancorporation
Utah
$16.4M +$9.2M +168,350 +125%
Prudential Financial
46
Prudential Financial
New Jersey
$16.2M +$16.4M +300,000 New
DSN
47
D. Scott Neal
Kentucky
$15.5M -$470K -8,590 -3%
TC
48
Telemus Capital
Michigan
$15M +$1.25M +22,944 +9%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$14.4M -$1.03M -18,822 -7%
PVH
50
Psagot Value Holdings
Israel
$13.7M +$3.92M +71,640 +40%

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.