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iShares 5-10 Year Investment Grade Corporate Bond ETF

308 hedge funds and large institutions have $4.14B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 130 increasing their positions, 107 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

21% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 107

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

4% more funds holding

Funds holding: 295308 (+13)

4% more capital invested

Capital invested by funds: $3.98B → $4.14B (+$167M)

1.39% less ownership

Funds ownership: 137.67%136.28% (-1.4%)

Holders
308
Holders Change
+13
Holders Change %
+4.41%
% of All Funds
8.22%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.88%
New
32
Increased
130
Reduced
107
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCFCSB
151
Cape Cod Five Cents Savings Bank
Massachusetts
$1.44M -$166K -3,014 -10%
EAMA
152
EFG Asset Management (Americas)
Florida
$1.42M +$327K +5,938 +31%
RC
153
Roundview Capital
New Jersey
$1.36M +$142K +2,580 +12%
AAM
154
Autus Asset Management
Arizona
$1.36M +$245K +4,450 +22%
BHWM
155
Bar Harbor Wealth Management
New Hampshire
$1.36M -$15.4K -280 -1%
MM
156
Meridian Management
Arkansas
$1.35M -$34.7K -630 -3%
BAM
157
Baring Asset Management
United Kingdom
$1.33M
NPC
158
National Planning Corporation
California
$1.29M +$218K +3,958 +21%
DJSG
159
D.J. St. Germain
Massachusetts
$1.24M -$2.97K -54 -0.2%
TIA
160
Tiemann Investment Advisors
California
$1.23M +$78.6K +1,428 +7%
HIS
161
Horizon Investment Services
Indiana
$1.2M
BHB
162
Bank Hapoalim BM
Israel
$1.18M +$392K +7,120 New
SS
163
Simplicity Solutions
Minnesota
$1.16M -$69.7K -1,266 -6%
DWM
164
Dakota Wealth Management
Florida
$1.13M +$82.9K +1,506 +8%
BJL
165
Brighton Jones LLC
Washington
$1.12M -$38.3K -696 -3%
OWP
166
Obermeyer Wealth Partners
Colorado
$1.07M -$129K -2,350 -11%
WTC
167
WhitTier Trust Company
Nevada
$1.05M +$16.5K +300 +2%
EDRH
168
Edmond de Rothschild Holding
Switzerland
$1.04M +$47.3K +860 +5%
WIA
169
Westbourne Investment Advisors
Maryland
$1.02M +$149K +2,710 +17%
IWMPD
170
Integrated Wealth Management (Palm Desert)
California
$1.01M -$86.3K -1,568 -8%
ASN
171
Advisory Services Network
Georgia
$999K -$176K -3,198 -15%
SIC
172
Shoker Investment Counsel
Ohio
$962K +$44.7K +812 +5%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$952K -$38.5K -700 -4%
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$952K +$175K +3,182 +23%
CAM
175
Concorde Asset Management
Michigan
$945K +$55.1K +1,002 +6%

IGIB Hedge Fund Activity: Q2 2016 in Review

308 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 Q2 2016, worth a combined $4.14B — up 4.2% from $3.98B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IGIB positions and 16 closed out — a net gain of 16 holders — while 130 added to existing stakes and 107 trimmed.

The largest buyer was WBI Investments, opening a new position worth an estimated $68.4M. The largest seller was Wells Fargo, cutting an estimated $208M.

  • 308 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2016, up from 295 in Q1 2016.
  • Funds reported $4.14B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2016, up 4.2% quarter-over-quarter.
  • 32 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2016 and 16 closed out, a net change of +16 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2016 was WBI Investments, an estimated $68.4M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2016 was Wells Fargo, an estimated $208M sold.

Based on aggregated 13F filings for Q2 2016.