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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
CCWA
76
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.58M +$2.86M +52,756 +77%
IFA
77
Interactive Financial Advisors
Illinois
$6.43M -$404K -7,436 -6%
EWM
78
Evercore Wealth Management
New York
$6.42M -$76K -1,400 -1%
CAL
79
Capital Analysts LLC
Pennsylvania
$6.26M -$25.8M -475,108 -81%
CCT
80
Country Club Trust
Missouri
$6.01M +$5.99M +110,280 New
First Trust Advisors
81
First Trust Advisors
Illinois
$5.89M -$575K -10,592 -9%
PAG
82
Private Advisor Group
New Jersey
$5.83M +$526K +9,694 +10%
PA
83
Probity Advisors
Texas
$5.72M +$1.79M +32,924 +46%
AIM
84
Aspen Investment Management
Michigan
$5.71M -$239K -4,400 -4%
HCP
85
Holt Capital Partners
Texas
$5.66M +$194K +3,570 +4%
OAM
86
Oppenheimer Asset Management
New York
$5.65M +$5.63M +103,704 New
QA
87
Quantitative Advantage
Minnesota
$5.62M -$679K -12,508 -11%
BTS
88
BB&T Securities
Virginia
$5.56M -$14.7M -271,660 -73%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$5.55M +$5.53M +101,846 New
BOTW
90
Bank of the West
California
$5.5M +$4.35M +80,080 +384%
WB
91
Webster Bank
Connecticut
$5.48M -$105K -1,926 -2%
SAS
92
Stelac Advisory Services
New York
$5.45M -$120K -2,208 -2%
AI
93
Atria Investments
North Carolina
$5.4M -$377K -6,942 -7%
BAC
94
Boys Arnold & Co
North Carolina
$5.37M -$820K -15,100 -13%
DADC
95
D.A. Davidson & Co
Montana
$5.36M -$388K -7,150 -7%
PWPCM
96
Perella Weinberg Partners Capital Management
New York
$5.31M -$3.25M -59,940 -38%
PP
97
Palladium Partners
Virginia
$5.13M -$126K -2,322 -2%
CMP
98
Courage Miller Partners
Virginia
$4.83M -$55.6K -1,024 -1%
DWM
99
Destination Wealth Management
California
$4.83M +$657K +12,096 +16%
SMM
100
Stadion Money Management
Georgia
$4.82M +$616K +11,340 +15%

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.