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iShares 5-10 Year Investment Grade Corporate Bond ETF

329 hedge funds and large institutions have $4.66B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 106 increasing their positions, 130 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

5% more funds holding

Funds holding: 312329 (+17)

1.72% more ownership

Funds ownership: 144.54%146.26% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

6% less capital invested

Capital invested by funds: $4.96B → $4.66B (-$297M)

18% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 130

Holders
329
Holders Change
+17
Holders Change %
+5.45%
% of All Funds
8.22%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.95%
New
47
Increased
106
Reduced
130
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
76
Confluence Investment Management
Missouri
$6.47M +$826K +15,106 +14%
EWM
77
Evercore Wealth Management
New York
$6.45M -$2.37M -43,434 -27%
First Trust Advisors
78
First Trust Advisors
Illinois
$6.42M -$645K -11,796 -9%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$6.38M -$90.2K -1,650 -1%
QA
80
Quantitative Advantage
Minnesota
$6.25M -$154K -2,814 -2%
ACP
81
Ashfield Capital Partners
California
$6.17M -$1.2M -21,972 -16%
BAC
82
Boys Arnold & Co
North Carolina
$6.15M +$335K +6,130 +6%
GC
83
Gilbert & Cook
Iowa
$6.14M +$6.2M +113,452 New
SB
84
Suntrust Banks
Georgia
$6.07M -$2.9M -53,030 -32%
AIM
85
Aspen Investment Management
Michigan
$5.91M -$245K -4,480 -4%
AI
86
Atria Investments
North Carolina
$5.74M +$620K +11,336 +12%
DADC
87
D.A. Davidson & Co
Montana
$5.71M -$238K -4,346 -4%
WB
88
Webster Bank
Connecticut
$5.54M +$229K +4,196 +4%
SAS
89
Stelac Advisory Services
New York
$5.53M +$29.4K +538 +0.5%
BIM
90
BlackRock Investment Management
Delaware
$5.52M -$375K -6,858 -6%
HCP
91
Holt Capital Partners
Texas
$5.43M +$323K +5,900 +6%
RBC
92
Ronald Blue & Co
Georgia
$5.42M +$1.1M +20,036 +25%
PAG
93
Private Advisor Group
New Jersey
$5.28M +$642K +11,750 +14%
PP
94
Palladium Partners
Virginia
$5.22M -$97.7K -1,788 -2%
SG Americas Securities
95
SG Americas Securities
New York
$5.16M +$2.63M +48,102 +102%
BFA
96
BlackRock Fund Advisors
California
$4.96M +$568K +10,392 +13%
CMP
97
Courage Miller Partners
Virginia
$4.86M -$54.9K -1,004 -1%
Barclays
98
Barclays
United Kingdom
$4.84M +$365K +6,672 +8%
AA
99
Apriem Advisors
California
$4.51M -$951K -17,398 -17%
NC
100
NewSquare Capital
Pennsylvania
$4.26M +$631K +11,552 +17%

IGIB Hedge Fund Activity: Q4 2016 in Review

329 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2016, worth a combined $4.66B — down 6% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IGIB positions and 25 closed out — a net gain of 22 holders — while 106 added to existing stakes and 130 trimmed.

The largest buyer was BlackRock Advisors, opening a new position worth an estimated $65.2M. The largest seller was Royal Bank of Canada, cutting an estimated $78.4M.

  • 329 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2016, up from 312 in Q3 2016.
  • Funds reported $4.66B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2016, down 6% quarter-over-quarter.
  • 47 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2016 and 25 closed out, a net change of +22 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2016 was BlackRock Advisors, an estimated $65.2M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2016 was Royal Bank of Canada, an estimated $78.4M sold.

Based on aggregated 13F filings for Q4 2016.