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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
SCA
76
Snowden Capital Advisors
New York
$6.85M +$4.96M +89,038 +262%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$6.66M -$1.59M -28,594 -19%
QA
78
Quantitative Advantage
Minnesota
$6.59M -$419K -7,530 -6%
AG
79
Advisor Group
Arizona
$6.58M +$822K +14,768 +14%
IFA
80
Interactive Financial Advisors
Illinois
$6.38M -$82.6K -1,484 -1%
AIM
81
Aspen Investment Management
Michigan
$6.33M +$111 +2 +0%
DADC
82
D.A. Davidson & Co
Montana
$6.12M
BIM
83
BlackRock Investment Management
Delaware
$6.07M -$151K -2,706 -2%
BAC
84
Boys Arnold & Co
North Carolina
$5.99M +$641K +11,510 +12%
AP
85
AHL Partners
United Kingdom
$5.96M +$5.96M +106,982 New
CCT
86
Country Club Trust
Missouri
$5.84M +$426K +7,658 +8%
ACN
87
Advisor Consultant Network
Ohio
$5.84M +$5.84M +104,890 New
CIM
88
Confluence Investment Management
Missouri
$5.82M +$873K +15,676 +18%
AA
89
Apriem Advisors
California
$5.61M -$117K -2,100 -2%
SAS
90
Stelac Advisory Services
New York
$5.6M -$1.62M -29,130 -22%
PP
91
Palladium Partners
Virginia
$5.47M +$373K +6,700 +7%
WB
92
Webster Bank
Connecticut
$5.47M +$35.6K +640 +0.7%
JP Morgan Chase
93
JP Morgan Chase
New York
$5.28M +$3.48M +62,498 +194%
AI
94
Atria Investments
North Carolina
$5.27M +$179K +3,222 +4%
HCP
95
Holt Capital Partners
Texas
$5.26M +$61.3K +1,100 +1%
CMP
96
Courage Miller Partners
Virginia
$5.05M -$445 -8 -0%
MFS
97
MSI Financial Services
Massachusetts
$4.98M +$663K +11,910 +15%
EC
98
Estate Counselors
Wisconsin
$4.92M +$66.3K +1,190 +1%
VFA
99
Voya Financial Advisors
Connecticut
$4.87M +$2.61M +46,826 +115%
PAG
100
Private Advisor Group
New Jersey
$4.73M +$72.7K +1,306 +2%

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.