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iShares 1-5 Year Investment Grade Corporate Bond ETF

515 hedge funds and large institutions have $7.33B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 175 increasing their positions, 197 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 29

8% more funds holding

Funds holding: 475515 (+40)

3.1% more ownership

Funds ownership: 135.85%138.96% (+3.1%)

0% more capital invested

Capital invested by funds: $7.3B → $7.33B (+$34.5M)

0% more funds holding in top 10

Funds holding in top 10: 7070 (0)

11% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 197

Holders
515
Holders Change
+40
Holders Change %
+8.42%
% of All Funds
12.88%
Holding in Top 10
70
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.75%
New
76
Increased
175
Reduced
197
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
226
Boston Advisors
Massachusetts
$1.99M +$722K +13,720 +57%
FAAS
227
First Allied Advisory Services
California
$1.99M -$3.01M -57,308 -60%
AF
228
Arrow Financial
New York
$1.98M +$449K +8,546 +29%
MA
229
Menlo Advisors
California
$1.96M
Jane Street
230
Jane Street
New York
$1.95M -$7.55M -143,570 -79%
GW
231
GW & Wade
Massachusetts
$1.91M +$68.4K +1,300 +4%
CIA
232
Capital Investment Advisors
Georgia
$1.9M -$352K -6,700 -16%
FWM
233
FFT Wealth Management
Pennsylvania
$1.88M +$1.88M +35,800 New
SPIA
234
Steward Partners Investment Advisory
New York
$1.81M +$1.82M +34,606 New
WIC
235
Woodmont Investment Counsel
Tennessee
$1.75M -$49.9K -948 -3%
IFS
236
Ifrah Financial Services
Arkansas
$1.74M -$86.5K -1,644 -5%
CWM
237
Cabot Wealth Management
Massachusetts
$1.71M -$195K -3,704 -10%
Millennium Management
238
Millennium Management
New York
$1.68M +$781K +14,848 +87%
AIM
239
Aspen Investment Management
Michigan
$1.63M +$2.52K +48 +0.2%
SWA
240
Sutton Wealth Advisors
Florida
$1.62M -$25.3K -482 -2%
BA
241
BKS Advisors
Michigan
$1.62M -$79.9K -1,520 -5%
BCM
242
Brookstone Capital Management
Illinois
$1.61M +$383K +7,280 +31%
FC
243
Forte Capital
New York
$1.6M -$322K -6,118 -17%
PWMAG
244
Pinnacle Wealth Management Advisory Group
New Jersey
$1.59M -$20K -380 -1%
HW
245
Hancock Whitney
Mississippi
$1.59M -$10.5K -200 -0.7%
MFW
246
Mosaic Family Wealth
Missouri
$1.58M
AWS
247
AJ Wealth Strategies
New York
$1.56M +$1.56M +29,756 New
MIC
248
Meridian Investment Counsel
California
$1.55M
SP
249
Sarasin & Partners
United Kingdom
$1.54M -$1.55M -29,400 -50%
BFA
250
Bragg Financial Advisors
North Carolina
$1.51M +$994K +18,900 +192%

IGSB Hedge Fund Activity: Q4 2016 in Review

515 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q4 2016, worth a combined $7.33B — up 0.47% from $7.3B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IGSB positions and 29 closed out — a net gain of 47 holders — while 175 added to existing stakes and 197 trimmed.

The largest buyer was Thomaspartners, adding an estimated $72.9M. The largest seller was Swiss Re, exiting entirely with an estimated $161M sold.

  • 515 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q4 2016, up from 475 in Q3 2016.
  • Funds reported $7.33B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q4 2016, up 0.47% quarter-over-quarter.
  • 76 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q4 2016 and 29 closed out, a net change of +47 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2016 was Thomaspartners, an estimated $72.9M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q4 2016 was Swiss Re, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2016.