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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

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: 33 → 38 (+5)

8.26% more ownership

Funds ownership: 136.28% → 144.54% (+8.3%)

1% more funds holding

Funds holding: 308 → 312 (+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
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$230M
2
UCFA
United Capital Financial Advisors
Texas
+$204M
3
Franklin Resources
Franklin Resources
California
+$197M
4
AssetMark Inc
AssetMark Inc
California
+$113M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$65.8M

Top Sellers

1
WI
WBI Investments
New Jersey
-$68.8M
2
PAS
Park Avenue Securities
New York
-$62.1M
3
Jane Street
Jane Street
New York
-$61.7M
4
Wells Fargo
Wells Fargo
California
-$35.6M
5
BFA
BlackRock Fund Advisors
California
-$22.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HS
126
Horan Securities
United States
$2.97M +$343K +6,164 +13%
FAM
127
Foothills Asset Management
Arizona
$2.93M +$53.6K +962 +2%
BWAM
128
Boyd Watterson Asset Management
Ohio
$2.89M +$87K +1,562 +3%
SS
129
Simplicity Solutions
Minnesota
$2.68M +$1.52M +27,374 +131%
SG Americas Securities
130
SG Americas Securities
New York
$2.63M -$9.24M -165,868 -78%
BAM
131
Baring Asset Management
United Kingdom
$2.58M +$1.25M +22,418 +94%
MA
132
MUFG Americas
New York
$2.55M -$78K -1,400 -3%
SFG
133
StrategIQ Financial Group
Indiana
$2.53M +$883K +15,856 +54%
SSB
134
Sandy Spring Bank
Maryland
$2.5M +$2.51M +45,000 New
SSG
135
Summit Securities Group
New York
$2.45M -$5.07M -91,042 -67%
PWPCM
136
Perella Weinberg Partners Capital Management
New York
$2.4M +$2.4M +43,140 New
BC
137
Bartlett & Co
Ohio
$2.33M +$45.3K +814 +2%
PA
138
Probity Advisors
Texas
$2.31M +$1.84M +33,078 +394%
M&T Bank
139
M&T Bank
New York
$2.25M +$690K +12,396 +44%
FIM
140
Freedom Investment Management
Connecticut
$2.19M +$319K +5,722 +17%
AP
141
Agilis Partners
Massachusetts
$2.17M -$150K -2,694 -6%
Northern Trust
142
Northern Trust
Illinois
$2.17M +$8.42M +151,204 +4%
B
143
Bailard
California
$2.08M +$318K +5,704 +18%
SI
144
SII Investments
Wisconsin
$2.06M +$494K +8,866 +32%
EAMA
145
EFG Asset Management (Americas)
Florida
$1.86M +$438K +7,864 +32%
CAM
146
Concorde Asset Management
Michigan
$1.81M +$867K +15,562 +92%
William Blair & Company
147
William Blair & Company
Illinois
$1.8M -$621K -11,156 -26%
TCM
148
Telos Capital Management
California
$1.77M +$167K +2,992 +10%
RJT
149
Raymond James Trust
Florida
$1.76M +$16.6K +298 +1%
BA
150
Boston Advisors
Massachusetts
$1.74M -$70.8K -1,272 -4%
4 5
6
7 8

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.