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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
ECM
126
Exchange Capital Management
Michigan
$3.01M -$109K -1,994 -3%
DSC
127
Duncker Streett & Co
Missouri
$2.99M +$2.3K +42 +0.1%
PPA
128
Parametric Portfolio Associates
Washington
$2.91M -$4.7K -86 -0.2%
HIIFS
129
Harel Insurance Investments & Financial Services
Israel
$2.76M -$206K -3,772 -7%
William Blair & Company
130
William Blair & Company
Illinois
$2.74M +$1M +18,368 +57%
SFG
131
StrategIQ Financial Group
Indiana
$2.65M +$202K +3,690 +8%
RJT
132
Raymond James Trust
Florida
$2.48M +$783K +14,328 +45%
BWAM
133
Boyd Watterson Asset Management
Ohio
$2.4M -$413K -7,556 -15%
SI
134
SII Investments
Wisconsin
$2.37M +$368K +6,734 +18%
SS
135
Simplicity Solutions
Minnesota
$2.29M -$326K -5,970 -12%
UB
136
UMB Bank
Missouri
$2.19M +$590K +10,802 +36%
FIM
137
Freedom Investment Management
Connecticut
$2.18M +$50.4K +922 +2%
SSB
138
Sandy Spring Bank
Maryland
$2.13M -$313K -5,720 -13%
AP
139
Agilis Partners
Massachusetts
$2.11M
ACP
140
Aveo Capital Partners
Colorado
$2.04M +$2.06M +37,636 New
Northern Trust
141
Northern Trust
Illinois
$2.02M -$8.78M -160,632 -4%
BC
142
Bartlett & Co
Ohio
$1.94M -$322K -5,890 -14%
LF
143
Lee Financial
Texas
$1.92M +$1.94M +35,458 New
GIC
144
GFI Investment Counsel
Ontario, Canada
$1.85M +$1.87M +34,136 New
IDBONY
145
Israel Discount Bank of New York
New York
$1.8M +$1.82M +33,356 New
TCM
146
Telos Capital Management
California
$1.76M +$41.5K +760 +2%
EAMA
147
EFG Asset Management (Americas)
Florida
$1.71M -$59.3K -1,084 -3%
M&T Bank
148
M&T Bank
New York
$1.65M -$535K -9,794 -24%
State Street
149
State Street
Massachusetts
$1.58M +$1.6M +29,246 New
BA
150
Boston Advisors
Massachusetts
$1.58M -$111K -2,026 -7%

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.