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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
Truist Financial
51
Truist Financial
North Carolina
$12.8M -$917K -16,890 -7%
JP Morgan Chase
52
JP Morgan Chase
New York
$11.5M +$3.77M +69,492 +49%
AIM
53
Acropolis Investment Management
Missouri
$10.9M -$186K -3,434 -2%
Citigroup
54
Citigroup
New York
$10.4M -$238K -4,378 -2%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$10.3M -$1.28M -23,566 -11%
AWMS
56
Advocacy Wealth Management Services
Georgia
$9.38M +$9.35M +172,226 New
BCI
57
Brinker Capital Investments
Pennsylvania
$9.36M +$52K +958 +0.6%
SCA
58
Snowden Capital Advisors
New York
$9.15M +$2.12M +39,080 +30%
HPC
59
HM Payson & Co
Maine
$9.02M +$1.13M +20,820 +14%
1IA
60
1834 Investment Advisors
Wisconsin
$9.01M -$154K -2,834 -2%
QCMNJ
61
Quantum Capital Management (New Jersey)
New Jersey
$8.49M -$626K -11,526 -7%
MIH
62
Madison Investment Holdings
Wisconsin
$8.42M -$387K -7,122 -4%
RBC
63
Ronald Blue & Co
Georgia
$8.31M +$2.84M +52,270 +52%
EPP
64
ETF Portfolio Partners
Kansas
$8.18M +$144K +2,658 +2%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$8M +$4.42M +81,504 +125%
AIMU
66
Allianz Investment Management US
Minnesota
$7.86M
Nisa Investment Advisors
67
Nisa Investment Advisors
Missouri
$7.8M +$32.6K +600 +0.4%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$7.59M +$168K +3,092 +2%
FPFS
69
First Personal Financial Services
North Carolina
$7.47M -$303K -5,588 -4%
GC
70
Gilbert & Cook
Iowa
$7.36M +$1.18M +21,702 +19%
CIM
71
Confluence Investment Management
Missouri
$6.96M +$440K +8,112 +7%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$6.83M +$399K +7,350 +6%
Citadel Advisors
73
Citadel Advisors
Florida
$6.74M +$6.23M +114,708 +1,277%
Wolverine Trading
74
Wolverine Trading
Illinois
$6.73M -$16.9M -311,674 -72%
SB
75
Suntrust Banks
Georgia
$6.65M +$541K +9,968 +9%

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.