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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
Barclays
101
Barclays
United Kingdom
$4.61M +$4.61M +82,872 New
BFA
102
BlackRock Fund Advisors
California
$4.53M -$22.4M -402,876 -83%
RBC
103
Ronald Blue & Co
Georgia
$4.47M +$2.04M +36,714 +84%
WT
104
Whittier Trust
California
$4.37M -$321K -5,770 -7%
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$4.23M +$337K +6,048 +9%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$4.17M
GLA
107
Great Lakes Advisors
Illinois
$4.03M -$21K -378 -0.5%
SMM
108
Stadion Money Management
Georgia
$3.94M +$189K +3,400 +5%
Citigroup
109
Citigroup
New York
$3.88M +$190K +3,408 +5%
NC
110
NewSquare Capital
Pennsylvania
$3.74M +$684K +12,286 +22%
GBT
111
Grove Bank & Trust
Florida
$3.69M -$25.1K -450 -0.7%
AIP
112
Ameritas Investment Partners
Nebraska
$3.69M +$57.9K +1,040 +2%
CC
113
Courier Capital
New York
$3.59M -$134K -2,400 -4%
DWM
114
Destination Wealth Management
California
$3.58M +$725K +13,022 +25%
TNBTD
115
Trustmark National Bank Trust Department
Mississippi
$3.57M +$65.4K +1,174 +2%
IP
116
Investment Partners
Ohio
$3.41M +$127K +2,286 +4%
DAM
117
Delta Asset Management
Tennessee
$3.36M +$42.3K +760 +1%
WPC
118
White Pine Capital
Minnesota
$3.36M
DLCIG
119
D.L. Carlson Investment Group
New Hampshire
$3.25M +$175K +3,138 +6%
ECM
120
Exchange Capital Management
Michigan
$3.21M +$23.1K +414 +0.7%
Millennium Management
121
Millennium Management
New York
$3.09M +$2.38M +42,734 +334%
DSC
122
Duncker Streett & Co
Missouri
$3.08M -$98.1K -1,762 -3%
CTA
123
Chesley Taft & Associates
Illinois
$3.07M +$525K +9,430 +21%
HIIFS
124
Harel Insurance Investments & Financial Services
Israel
$3.03M +$674K +12,106 +28%
PPA
125
Parametric Portfolio Associates
Washington
$3M -$1.78K -32 -0.1%

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.