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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
FAAS
201
First Allied Advisory Services
California
$859K -$18.4K -338 -2%
IWMPD
202
Integrated Wealth Management (Palm Desert)
California
$852K -$113K -2,088 -12%
LG
203
Leuthold Group
Minnesota
$850K -$5.86K -108 -0.7%
IPC
204
Independent Portfolio Consultants
Florida
$849K -$136K -2,500 -14%
LI
205
LVZ Inc
Michigan
$837K +$76.4K +1,408 +10%
BCM
206
Boltwood Capital Management
California
$801K
M&T Bank
207
M&T Bank
New York
$759K -$903K -16,632 -54%
HFS
208
Haverford Financial Services
Pennsylvania
$741K +$15K +276 +2%
AIM
209
Astor Investment Management
Illinois
$721K -$90.8K -1,672 -11%
WPIC
210
White Pine Investment Company
Michigan
$696K +$65.1K +1,200 +10%
DJSG
211
D.J. St. Germain
Massachusetts
$679K -$17.7K -326 -3%
SWP
212
Stratos Wealth Partners
Ohio
$653K +$197K +3,634 +44%
FTIOP
213
Fiduciary Trust International of Pennsylvania
Pennsylvania
$650K -$2.71K -50 -0.4%
HCM
214
HMS Capital Management
Tennessee
$649K +$173K +3,178 +36%
FHA
215
First Horizon Advisors
Tennessee
$627K -$57K -1,050 -8%
NAM
216
NTV Asset Management
West Virginia
$621K +$86.9K +1,600 +16%
MA
217
Menlo Advisors
California
$616K
IIC
218
Integrated Investment Consultants
Michigan
$601K
SCG
219
Sonata Capital Group
Washington
$588K
RIA
220
Regal Investment Advisors
Michigan
$584K -$3.04K -56 -0.5%
MM
221
Meridian Management
Arkansas
$563K -$738K -13,600 -57%
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$561K +$46.3K +852 +9%
LTI
223
Laffer Tengler Investments
Tennessee
$556K -$9.45K -174 -2%
ATC
224
Argent Trust Co
Tennessee
$555K +$63.4K +1,168 +13%
HWM
225
Highwater Wealth Management
Colorado
$552K +$17.3K +318 +3%

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.