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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
SSG
76
Summit Securities Group
New York
$7.51M +$7.43M +134,968 New
SAS
77
Stelac Advisory Services
New York
$7.23M +$727K +13,212 +11%
QA
78
Quantitative Advantage
Minnesota
$7M +$145K +2,634 +2%
IFA
79
Interactive Financial Advisors
Illinois
$6.46M +$1.39M +25,184 +28%
AIM
80
Aspen Investment Management
Michigan
$6.33M +$440K +7,992 +8%
BIM
81
BlackRock Investment Management
Delaware
$6.21M +$1.05M +19,150 +21%
DADC
82
D.A. Davidson & Co
Montana
$6.11M +$69.6K +1,264 +1%
VFS
83
VSR Financial Services
Kansas
$5.97M -$13.2M -240,372 -69%
AG
84
Advisor Group
Arizona
$5.75M +$5.69M +103,442 New
AA
85
Apriem Advisors
California
$5.73M +$77.2K +1,402 +1%
T
86
Thomaspartners
Massachusetts
$5.5M -$131K -2,376 -2%
WB
87
Webster Bank
Connecticut
$5.43M +$1.16M +21,120 +28%
CCT
88
Country Club Trust
Missouri
$5.41M +$451K +8,190 +9%
BAC
89
Boys Arnold & Co
North Carolina
$5.34M +$3.41M +61,996 +182%
HCP
90
Holt Capital Partners
Texas
$5.19M +$165K +3,000 +3%
SB
91
Suntrust Banks
Georgia
$5.12M +$727K +13,216 +17%
AI
92
Atria Investments
North Carolina
$5.11M +$909K +16,524 +22%
PP
93
Palladium Partners
Virginia
$5.1M +$159K +2,884 +3%
CMP
94
Courage Miller Partners
Virginia
$5.05M -$174K -3,162 -3%
CIM
95
Confluence Investment Management
Missouri
$4.95M +$421K +7,646 +9%
EC
96
Estate Counselors
Wisconsin
$4.84M -$298K -5,420 -6%
PAG
97
Private Advisor Group
New Jersey
$4.69M +$1.39M +25,300 +43%
WT
98
Whittier Trust
California
$4.69M -$193K -3,504 -4%
MFS
99
MSI Financial Services
Massachusetts
$4.31M +$1.11M +20,122 +35%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$4.17M -$1.97M -35,858 -32%

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.