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iShares 5-10 Year Investment Grade Corporate Bond ETF

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: 3338 (+5)

8.26% more ownership

Funds ownership: 136.28%144.54% (+8.3%)

1% more funds holding

Funds holding: 308312 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
201
Flow Traders U.S.
New York
$707K +$707K +12,696 New
FHA
202
First Horizon Advisors
Tennessee
$699K -$76.7K -1,378 -10%
FTIOP
203
Fiduciary Trust International of Pennsylvania
Pennsylvania
$683K -$22.3K -400 -3%
IIC
204
Integrated Investment Consultants
Michigan
$676K +$16.4K +294 +2%
WPIC
205
White Pine Investment Company
Michigan
$645K +$6.68K +120 +1%
BFA
206
Bragg Financial Advisors
North Carolina
$638K -$10.6K -190 -2%
LTI
207
Laffer Tengler Investments
Tennessee
$635K -$3.34K -60 -0.5%
MA
208
Menlo Advisors
California
$630K
NAM
209
NTV Asset Management
West Virginia
$629K -$55.7K -1,000 -8%
SCG
210
Sonata Capital Group
Washington
$601K
HighTower Advisors
211
HighTower Advisors
Illinois
$582K +$6.79K +122 +1%
ACM
212
Argentus Capital Management
Texas
$563K +$46.9K +842 +9%
HWM
213
Highwater Wealth Management
Colorado
$551K +$551K +9,900 New
CIBC World Market
214
CIBC World Market
Ontario, Canada
$550K -$364K -6,538 -40%
3AM
215
3D Asset Management
Connecticut
$547K -$242K -4,344 -31%
Invesco
216
Invesco
Georgia
$546K -$99K -1,778 -15%
RWA
217
Ropes Wealth Advisors
Massachusetts
$540K +$540K +9,700 New
SFA
218
Stewardship Financial Advisors
Georgia
$538K +$37.2K +668 +7%
DIA
219
Davidson Investment Advisors
Montana
$530K -$36.5K -656 -6%
LFG
220
LifePlan Financial Group
Ohio
$528K +$70.4K +1,264 +15%
CA
221
Cetera Advisors
Colorado
$522K -$6.57K -118 -1%
ATC
222
Argent Trust Co
Tennessee
$505K +$166K +2,976 +49%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$497K -$456K -8,194 -48%
CBU
224
CIBC Bank USA
Illinois
$496K
CAN
225
Cetera Advisor Networks
California
$488K +$203K +3,654 +71%

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.