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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$456M +$48.7M +896,646 +12%
Wells Fargo
2
Wells Fargo
California
$323M +$13.6M +250,276 +4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$230M +$9.28M +170,852 +4%
UCFA
4
United Capital Financial Advisors
Texas
$227M +$12M +221,424 +6%
BlackRock
5
BlackRock
New York
$225M +$69.7M +1,283,706 +45%
UBS Group
6
UBS Group
Switzerland
$206M +$571K +10,512 +0.3%
Morgan Stanley
7
Morgan Stanley
New York
$188M +$23.9M +440,522 +15%
AssetMark Inc
8
AssetMark Inc
California
$184M +$3.9M +71,796 +2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$169M -$3.36M -61,952 -2%
Bank of America
10
Bank of America
North Carolina
$161M -$12.9M -238,120 -7%
MMI
11
Matson Money Inc
Ohio
$141M +$9.06M +166,820 +7%
Goldman Sachs
12
Goldman Sachs
New York
$126M -$770K -14,186 -0.6%
KeyBank National Association
13
KeyBank National Association
Ohio
$109M -$1.28M -23,490 -1%
Franklin Resources
14
Franklin Resources
California
$106M -$141M -2,601,644 -57%
T
15
Thomaspartners
Massachusetts
$97.1M +$41.3M +760,874 +74%
Ameriprise
16
Ameriprise
Minnesota
$87.6M +$12.7M +233,688 +17%
SMA
17
Simply Money Advisors
Ohio
$76.2M -$2.47M -45,494 -3%
AC
18
Allstate Corporation
Illinois
$55.6M +$23.4M +431,416 +73%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$55.4M -$6.55M -120,698 -11%
LPL Financial
20
LPL Financial
California
$53.8M +$12.3M +226,900 +30%
HTC
21
Haverford Trust Company
Pennsylvania
$52.2M +$2.92M +53,772 +6%
CPO
22
Cerity Partners OCIO
New York
$52M +$2.71M +49,866 +6%
SAS
23
Sage Advisory Services
Texas
$45.2M +$668K +12,308 +2%
US Bancorp
24
US Bancorp
Minnesota
$43.5M +$509K +9,378 +1%
CONA
25
Capital One National Association
New York
$42.1M +$11.6M +214,316 +38%

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.