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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$385M +$230M +4,136,444 +149%
Franklin Resources
2
Franklin Resources
California
$333M +$197M +3,533,802 +145%
Wells Fargo
3
Wells Fargo
California
$328M -$35.6M -639,690 -10%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$305M +$65.8M +1,182,426 +28%
UCFA
5
United Capital Financial Advisors
Texas
$216M +$204M +3,667,944 +1,738%
UBS Group
6
UBS Group
Switzerland
$212M +$7.01M +125,914 +3%
Bank of America
7
Bank of America
North Carolina
$185M -$6.74M -121,096 -4%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$182M +$9.87M +177,242 +6%
Goldman Sachs
9
Goldman Sachs
New York
$181M +$5.5M +98,750 +3%
Morgan Stanley
10
Morgan Stanley
New York
$180M +$5.27M +94,726 +3%
AssetMark Inc
11
AssetMark Inc
California
$175M +$113M +2,028,540 +183%
BlackRock
12
BlackRock
New York
$144M -$49.8K -894 -0%
MMI
13
Matson Money Inc
Ohio
$130M +$2.32M +41,726 +2%
KeyBank National Association
14
KeyBank National Association
Ohio
$117M -$5.51M -98,876 -5%
RJA
15
Raymond James & Associates
Florida
$110M +$14.7M +263,538 +15%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$78.4M +$9.55M +171,544 +14%
SMA
17
Simply Money Advisors
Ohio
$72.7M -$3.66M -65,804 -5%
AC
18
Allstate Corporation
Illinois
$72.4M +$37.3M +669,816 +106%
SAS
19
Sage Advisory Services
Texas
$71.5M +$37.7M +676,590 +111%
Ameriprise
20
Ameriprise
Minnesota
$58.7M +$15.8M +283,864 +37%
FA
21
FDx Advisors
Illinois
$56.6M +$31.3M +562,150 +124%
HTC
22
Haverford Trust Company
Pennsylvania
$50.1M +$2.28M +40,954 +5%
US Bancorp
23
US Bancorp
Minnesota
$44.6M +$2.05M +36,884 +5%
CONA
24
Capital One National Association
New York
$43.1M -$2.72M -48,930 -6%
Stifel Financial
25
Stifel Financial
Missouri
$42.8M -$814K -14,612 -2%
1
2 3 4 5

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.