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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
LTI
201
Laffer Tengler Investments
Tennessee
$637K -$17K -308 -3%
WIC
202
Woodmont Investment Counsel
Tennessee
$637K +$472K +8,570 +297%
MA
203
Menlo Advisors
California
$629K
KA
204
Kovack Advisors
Florida
$612K -$9.91K -180 -2%
RT
205
Reliance Trust
Georgia
$609K +$29.1K +528 +5%
SCG
206
Sonata Capital Group
Washington
$601K
HighTower Advisors
207
HighTower Advisors
Illinois
$573K +$224K +4,074 +65%
Comerica Bank
208
Comerica Bank
Texas
$572K +$86.8K +1,578 +18%
DIA
209
Davidson Investment Advisors
Montana
$565K -$57.5K -1,044 -9%
WP
210
WealthSource Partners
California
$558K +$67.9K +1,234 +14%
HNB
211
Huntington National Bank
Ohio
$556K
TFA
212
Transamerica Financial Advisors
Florida
$531K -$6.38K -116 -1%
BFA
213
Beaumont Financial Advisors
Massachusetts
$530K -$23.4K -426 -4%
CA
214
Cetera Advisors
Colorado
$528K -$65.2K -1,184 -11%
ACM
215
Argentus Capital Management
Texas
$516K -$756K -13,744 -60%
SFA
216
Stewardship Financial Advisors
Georgia
$501K -$3.01M -54,656 -86%
CBU
217
CIBC Bank USA
Illinois
$495K
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$493K -$41.7K -758 -8%
FAAS
219
First Allied Advisory Services
California
$487K -$48.2K -876 -9%
RCAG
220
Rehmann Capital Advisory Group
Michigan
$484K +$220 +4 +0%
NSCM
221
New South Capital Management
Tennessee
$472K
EAM
222
Evanson Asset Management
California
$468K +$196K +3,556 +73%
PA
223
Probity Advisors
Texas
$467K +$462K +8,388 New
FM
224
Foster & Motley
Ohio
$462K -$1.05M -19,092 -70%
LFG
225
LifePlan Financial Group
Ohio
$458K -$4.87M -88,468 -91%

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.