iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
295 hedge funds and large institutions have $3.98B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 28 closing their positions.
39% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 28
3% more funds holding
Funds holding: 286 → 295 (+9)
1% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 108
4.31% less ownership
Funds ownership: 141.98% → 137.67% (-4.3%)
9% less funds holding in top 10
Funds holding in top 10: 33 → 30 (-3)
14% less capital invested
Capital invested by funds: $4.64B → $3.98B (-$667M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$20.3M |
| 2 |
SG Americas Securities
New York
|
+$18.7M |
| 3 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$18.2M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$18.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$106M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$101M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$37.2M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$36.2M |
| 5 |
SR
Swiss Re
Zurich,
Switzerland
|
-$29.4M |
IGIB Hedge Fund Activity: Q1 2016 in Review
295 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2016, worth a combined $3.98B — down 14% from $4.64B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new IGIB positions and 28 closed out — a net gain of 11 holders — while 109 added to existing stakes and 108 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $20.3M. The largest seller was AssetMark Inc, cutting an estimated $106M.
- 295 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2016, up from 286 in Q4 2015.
- Funds reported $3.98B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2016, down 14% quarter-over-quarter.
- 39 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2016 and 28 closed out, a net change of +11 holders.
- The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2016 was Morgan Stanley, an estimated $20.3M added.
- The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2016 was AssetMark Inc, an estimated $106M sold.
Based on aggregated 13F filings for Q1 2016.