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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
WIA
176
Westbourne Investment Advisors
Maryland
$1.02M +$43.7K +800 +4%
EDRH
177
Edmond de Rothschild Holding
Switzerland
$993K +$7.65K +140 +0.8%
B
178
Bailard
California
$991K -$1.04M -19,024 -51%
Cetera Investment Advisers
179
Cetera Investment Advisers
Illinois
$983K +$282K +5,150 +39%
IPC
180
Independent Portfolio Consultants
Florida
$978K -$505K -9,230 -34%
WTC
181
WhitTier Trust Company
Nevada
$978K -$7.65K -140 -0.8%
IWMPD
182
Integrated Wealth Management (Palm Desert)
California
$959K -$26.2K -480 -3%
AWM
183
AE Wealth Management
Kansas
$954K +$964K +17,636 New
CFD
184
Creative Financial Designs
Indiana
$925K +$934K +17,092 New
HFS
185
HL Financial Services
Kentucky
$919K +$18.7K +342 +2%
SIC
186
Shoker Investment Counsel
Ohio
$893K -$45.5K -832 -5%
Luther King Capital Management (LKCM)
187
Luther King Capital Management (LKCM)
Texas
$888K +$6.89K +126 +0.8%
FAAS
188
First Allied Advisory Services
California
$868K +$559K +10,226 +176%
LG
189
Leuthold Group
Minnesota
$850K -$56K -1,024 -6%
BCM
190
Bluefin Capital Management
New York
$842K -$15.1M -275,862 -95%
CAN
191
Cetera Advisor Networks
California
$827K +$355K +6,498 +74%
AIM
192
Astor Investment Management
Illinois
$807K +$8.75K +160 +1%
BCM
193
Boltwood Capital Management
California
$796K
BTIS
194
BB&T Investment Services
North Carolina
$793K +$801K +14,646 New
LI
195
LVZ Inc
Michigan
$755K -$82K -1,500 -10%
LFG
196
LifePlan Financial Group
Ohio
$735K +$224K +4,096 +43%
HFS
197
Haverford Financial Services
Pennsylvania
$721K +$19.8K +362 +3%
FHA
198
First Horizon Advisors
Tennessee
$699K
DJSG
199
D.J. St. Germain
Massachusetts
$692K -$576K -10,542 -45%
FTIOP
200
Fiduciary Trust International of Pennsylvania
Pennsylvania
$648K -$16.4K -300 -2%

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.