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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
SG Americas Securities
51
SG Americas Securities
New York
$11.9M -$15.5M -281,462 -57%
SG
52
Societe Generale
$11.9M +$11.7M +213,136 New
UCFA
53
United Capital Financial Advisors
Texas
$11.7M -$1.86M -33,858 -14%
First Trust Advisors
54
First Trust Advisors
Illinois
$11.1M -$930K -16,904 -8%
ECM
55
ETrade Capital Management
Virginia
$10.9M +$977K +17,744 +10%
DIP
56
DT Investment Partners
Pennsylvania
$10.6M +$448K +8,144 +4%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.6M +$1.03M +18,640 +11%
BCI
58
Brinker Capital Investments
Pennsylvania
$10.1M
ZB
59
Zions Bancorporation
Utah
$10.1M -$499K -9,066 -5%
AWMS
60
Advocacy Wealth Management Services
Georgia
$10.1M +$4.73M +85,976 +90%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$10M -$10M -182,292 -50%
1IA
62
1834 Investment Advisors
Wisconsin
$9.57M -$16.8K -306 -0.2%
QCMNJ
63
Quantum Capital Management (New Jersey)
New Jersey
$9.27M -$4.16M -75,648 -31%
BCM
64
Bluefin Capital Management
New York
$9.22M +$9.12M +165,680 New
BCM
65
Brookstone Capital Management
Illinois
$9.15M +$3.39M +61,628 +60%
EWM
66
Evercore Wealth Management
New York
$8.72M +$78.7K +1,430 +0.9%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$8.24M +$527K +9,572 +7%
PI
68
PineBridge Investments
New York
$8.05M -$1.51M -27,400 -16%
FPFS
69
First Personal Financial Services
North Carolina
$8.02M +$50K +908 +0.6%
William Blair Investment Management
70
William Blair Investment Management
Illinois
$7.9M +$374K +6,800 +5%
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
$7.83M +$352K +6,400 +5%
HPC
72
HM Payson & Co
Maine
$7.74M +$180K +3,266 +2%
ACP
73
Ashfield Capital Partners
California
$7.67M -$183K -3,316 -2%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$7.63M -$121K -2,190 -2%
EPP
75
ETF Portfolio Partners
Kansas
$7.52M +$233K +4,240 +3%

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.