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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
Stifel Financial
26
Stifel Financial
Missouri
$40.9M +$302K +5,562 +0.7%
RJA
27
Raymond James & Associates
Florida
$36.6M -$71.9M -1,324,784 -66%
FA
28
FDx Advisors
Illinois
$35.9M -$7.57M -139,418 -17%
AFG
29
Arkansas Financial Group
Arkansas
$28.1M +$415K +7,636 +2%
BCM
30
Brookstone Capital Management
Illinois
$26.9M +$3.28M +60,372 +14%
FEG
31
Fund Evaluation Group
Ohio
$25.3M -$186K -3,434 -0.7%
ST
32
Sabal Trust
Florida
$24M +$128K +2,360 +0.5%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$23.8M +$2.12M +39,094 +10%
BSB
34
Bangor Savings Bank
Maine
$22.8M +$617K +11,356 +3%
Prudential Financial
35
Prudential Financial
New Jersey
$21.9M +$5.49M +101,200 +34%
WI
36
WrapManager Inc
California
$21.8M -$1.84M -33,808 -8%
JIR
37
James Investment Research
Ohio
$18.9M -$807K -14,862 -4%
NYLIM
38
New York Life Investment Management
New York
$18.5M
ZB
39
Zions Bancorporation
Utah
$17.5M +$948K +17,462 +6%
Comerica Bank
40
Comerica Bank
Texas
$16.8M +$16.1M +295,690 +2,756%
DSN
41
D. Scott Neal
Kentucky
$16.7M +$1.12M +20,616 +7%
DC
42
Davenport & Co
Virginia
$16.5M -$226K -4,170 -1%
AG
43
Advisor Group
Arizona
$15.6M +$5.97M +110,022 +63%
DIP
44
DT Investment Partners
Pennsylvania
$15.5M +$3.79M +69,786 +32%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$15M +$549K +10,112 +4%
PVH
46
Psagot Value Holdings
Israel
$14.4M +$582K +10,728 +4%
ECM
47
ETrade Capital Management
Virginia
$13.9M +$945K +17,402 +7%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.8M +$1.47M +27,032 +12%
TC
49
Telemus Capital
Michigan
$13.8M -$1.3M -24,008 -9%
NC
50
NewSquare Capital
Pennsylvania
$13.1M +$8.78M +161,660 +205%

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.