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iShares 5-10 Year Investment Grade Corporate Bond ETF

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: 329348 (+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: 3834 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
151
Granite Investment Advisors
New Hampshire
$1.87M +$757K +13,946 +68%
QFA
152
Quattro Financial Advisors
Texas
$1.85M +$14.2M +260,698 New
BC
153
Bartlett & Co
Ohio
$1.84M -$113K -2,080 -6%
VWM
154
Venturi Wealth Management
Texas
$1.83M +$1.26M +23,250 +230%
PAMG
155
Patton Albertson Miller Group
Tennessee
$1.78M +$570K +10,502 +47%
State Street
156
State Street
Massachusetts
$1.67M +$74.8K +1,378 +5%
WP
157
WealthSource Partners
California
$1.66M +$1.04M +19,108 +168%
IA
158
IFP Advisors
Florida
$1.66M +$85.1K +1,568 +5%
LF
159
Lee Financial
Texas
$1.66M -$273K -5,028 -14%
ACP
160
Aveo Capital Partners
Colorado
$1.62M -$428K -7,884 -21%
ICOA
161
Investment Centers of America
North Dakota
$1.57M +$1.32M +24,292 +546%
GFPC
162
Global Financial Private Capital
Florida
$1.57M +$1.57M +28,838 New
IDBONY
163
Israel Discount Bank of New York
New York
$1.55M -$267K -4,914 -15%
RC
164
Roundview Capital
New Jersey
$1.54M +$151K +2,790 +11%
MA
165
MUFG Americas
New York
$1.54M -$29.9K -550 -2%
BA
166
Boston Advisors
Massachusetts
$1.51M -$75.4K -1,388 -5%
ONB
167
Old National Bancorp
Indiana
$1.5M
EAMA
168
EFG Asset Management (Americas)
Florida
$1.48M -$242K -4,458 -14%
DWM
169
Dakota Wealth Management
Florida
$1.47M +$109 +2 +0%
RJT
170
Raymond James Trust
Florida
$1.47M -$1.03M -19,018 -41%
AR
171
Advisory Research
Illinois
$1.44M +$397K +7,320 +38%
OMC
172
Old Mission Capital
Illinois
$1.43M +$1.42M +26,182 New
BHWM
173
Bar Harbor Wealth Management
New Hampshire
$1.39M -$33.1K -610 -2%
LFG
174
LifePlan Financial Group
Ohio
$1.38M +$635K +11,696 +86%
AAM
175
Autus Asset Management
Arizona
$1.35M -$153K -2,810 -10%

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.