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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

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: 329 → 348 (+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: 38 → 34 (-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
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$69.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.7M
3
T
Thomaspartners
Massachusetts
+$41.3M
4
Morgan Stanley
Morgan Stanley
New York
+$23.9M
5
AC
Allstate Corporation
Illinois
+$23.4M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$141M
2
RJA
Raymond James & Associates
Florida
-$71.9M
3
CAL
Capital Analysts LLC
Pennsylvania
-$25.8M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
-$23.8M
5
EB
Eastern Bank
Massachusetts
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
101
Aviance Capital Partners
Florida
$4.74M +$1.32M +24,392 +39%
VFA
102
Voya Financial Advisors
Connecticut
$4.68M +$478K +8,810 +11%
VKH
103
Virtu KCG Holdings
New York
$4.68M +$4.66M +85,924 New
CS
104
Comerica Securities
Michigan
$4.67M +$4.65M +85,692 New
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$4.6M +$539K +9,920 +13%
Barclays
106
Barclays
United Kingdom
$4.55M -$327K -6,018 -7%
CWM
107
Calamos Wealth Management
Illinois
$4.52M +$4.5M +82,924 New
UB
108
UMB Bank
Missouri
$4.52M +$2.3M +42,360 +105%
SS
109
Simplicity Solutions
Minnesota
$4.44M +$2.14M +39,330 +93%
SI
110
SII Investments
Wisconsin
$4.39M +$2.01M +36,984 +85%
AA
111
Apriem Advisors
California
$4.34M -$205K -3,768 -5%
GLA
112
Great Lakes Advisors
Illinois
$4.31M +$431K +7,930 +11%
WAM
113
Watermark Asset Management
California
$4.23M +$4.22M +77,718 New
WT
114
Whittier Trust
California
$4.17M -$52.4K -966 -1%
GBT
115
Grove Bank & Trust
Florida
$4.16M +$238K +4,388 +6%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$4.08M – – –
EB
117
Eastern Bank
Massachusetts
$3.99M -$21.8M -402,400 -85%
AP
118
AHL Partners
United Kingdom
$3.9M +$3.88M +71,538 New
BCA
119
Bray Capital Advisors
Florida
$3.71M +$62.4K +1,150 +2%
FAM
120
Foothills Asset Management
Arizona
$3.59M +$328K +6,036 +10%
AIP
121
Ameritas Investment Partners
Nebraska
$3.5M -$36.4K -670 -1%
HFS
122
HL Financial Services
Kentucky
$3.43M +$2.5M +46,058 +271%
HS
123
Horan Securities
United States
$3.39M +$90.1K +1,660 +3%
IP
124
Investment Partners
Ohio
$3.36M +$66.2K +1,220 +2%
DAM
125
Delta Asset Management
Tennessee
$3.23M +$52.3K +964 +2%
3 4
5
6 7

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.