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iShares 5-10 Year Investment Grade Corporate Bond ETF

312 hedge funds and large institutions have $4.96B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 144 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 94

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

20% more capital invested

Capital invested by funds: $4.14B → $4.96B (+$817M)

15% more funds holding in top 10

Funds holding in top 10: 3338 (+5)

8.26% more ownership

Funds ownership: 136.28%144.54% (+8.3%)

1% more funds holding

Funds holding: 308312 (+4)

Holders
312
Holders Change
+4
Holders Change %
+1.3%
% of All Funds
8.32%
Holding in Top 10
38
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.15%
% of All Funds
1.01%
New
26
Increased
144
Reduced
94
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
51
Wolverine Trading
Illinois
$13.7M +$13.7M +246,602 New
Truist Financial
52
Truist Financial
North Carolina
$13.1M -$470K -8,446 -3%
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.1M +$1.56M +27,982 +15%
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12M +$9.32M +167,400 +351%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$11.7M +$1.66M +29,780 +17%
DIP
56
DT Investment Partners
Pennsylvania
$11.6M +$964K +17,318 +9%
AIM
57
Acropolis Investment Management
Missouri
$11.3M -$645K -11,578 -5%
Mirae Asset Global Investments
58
Mirae Asset Global Investments
South Korea
$11.1M +$11.1M +200,000 New
Jane Street
59
Jane Street
New York
$11M -$61.7M -1,108,804 -85%
BCI
60
Brinker Capital Investments
Pennsylvania
$10.1M
PVH
61
Psagot Value Holdings
Israel
$10.1M +$6.94M +124,550 +219%
1IA
62
1834 Investment Advisors
Wisconsin
$9.41M -$169K -3,042 -2%
MIH
63
Madison Investment Holdings
Wisconsin
$9.35M -$12.8M -230,746 -58%
QCMNJ
64
Quantum Capital Management (New Jersey)
New Jersey
$9.24M -$43.5K -782 -0.5%
SB
65
Suntrust Banks
Georgia
$9.2M +$4.07M +73,160 +79%
EWM
66
Evercore Wealth Management
New York
$9.05M +$329K +5,914 +4%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$8.24M +$602K +10,818 +8%
FPFS
68
First Personal Financial Services
North Carolina
$8.13M +$104K +1,866 +1%
HPC
69
HM Payson & Co
Maine
$7.93M +$181K +3,250 +2%
PI
70
PineBridge Investments
New York
$7.9M -$156K -2,800 -2%
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
$7.88M +$44.5K +800 +0.6%
EPP
72
ETF Portfolio Partners
Kansas
$7.84M +$307K +5,506 +4%
ACP
73
Ashfield Capital Partners
California
$7.57M -$113K -2,028 -1%
ZB
74
Zions Bancorporation
Utah
$7.5M -$2.59M -46,548 -26%
First Trust Advisors
75
First Trust Advisors
Illinois
$7.26M -$3.89M -69,782 -35%

IGIB Hedge Fund Activity: Q3 2016 in Review

312 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 Q3 2016, worth a combined $4.96B — up 20% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IGIB positions and 19 closed out — a net gain of 7 holders — while 144 added to existing stakes and 94 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $230M. The largest seller was WBI Investments, cutting an estimated $68.8M.

  • 312 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2016, up from 308 in Q2 2016.
  • Funds reported $4.96B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2016, up 20% quarter-over-quarter.
  • 26 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2016 and 19 closed out, a net change of +7 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2016 was Envestnet Asset Management, an estimated $230M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2016 was WBI Investments, an estimated $68.8M sold.

Based on aggregated 13F filings for Q3 2016.