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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
WTC
176
WhitTier Trust Company
Nevada
$1.01M -$37.6K -676 -4%
EDRH
177
Edmond de Rothschild Holding
Switzerland
$1.01M -$26.4K -474 -3%
IWMPD
178
Integrated Wealth Management (Palm Desert)
California
$1.01M – – –
TFA
179
Transamerica Financial Advisors
Florida
$1.01M +$476K +8,554 +90%
PAMG
180
Patton Albertson Miller Group
Tennessee
$1M +$1M +18,026 New
WIA
181
Westbourne Investment Advisors
Maryland
$1M -$18.4K -330 -2%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$974K +$21.6K +388 +2%
SIC
183
Shoker Investment Counsel
Ohio
$966K +$2.9K +52 +0.3%
ACM
184
Aviance Capital Management
Florida
$949K +$47.6K +854 +5%
LG
185
Leuthold Group
Minnesota
$931K -$13.9K -250 -1%
HFS
186
HL Financial Services
Kentucky
$926K +$33.9K +608 +4%
LA
187
Leonetti & Associates
Illinois
$913K +$10.1K +182 +1%
Luther King Capital Management (LKCM)
188
Luther King Capital Management (LKCM)
Texas
$907K +$5.34K +96 +0.6%
AT
189
Arden Trust
Delaware
$886K +$887K +15,928 New
GIA
190
Granite Investment Advisors
New Hampshire
$880K -$5.01K -90 -0.6%
HCM
191
HMS Capital Management
Tennessee
$879K +$879K +15,782 New
LI
192
LVZ Inc
Michigan
$860K +$861K +15,454 New
CWM
193
Concert Wealth Management
California
$850K -$3.9K -70 -0.5%
NA
194
Nottingham Advisors
New York
$836K – – –
AIM
195
Astor Investment Management
Illinois
$821K -$20.7K -372 -2%
BCM
196
Boltwood Capital Management
California
$819K +$7.79K +140 +1%
SWP
197
Stratos Wealth Partners
Ohio
$772K +$321K +5,768 +71%
Cetera Investment Advisers
198
Cetera Investment Advisers
Illinois
$723K +$298K +5,352 +70%
HFS
199
Haverford Financial Services
Pennsylvania
$722K +$28.4K +510 +4%
Comerica Bank
200
Comerica Bank
Texas
$722K +$154K +2,772 +27%
6 7
8
9 10

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.