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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
PGFC
251
Peapack-Gladstone Financial Corp
New Jersey
$1.5M +$105K +2,000 +8%
SJIC
252
St. James Investment Company
Texas
$1.47M +$87.8K +1,670 +6%
FBA
253
Front Barnett Associates
Illinois
$1.45M -$16.8K -320 -1%
GIA
254
Granite Investment Advisors
New Hampshire
$1.45M +$29.5K +560 +2%
BHB
255
Bank Hapoalim BM
Israel
$1.4M
Susquehanna International Group
256
Susquehanna International Group
Pennsylvania
$1.39M -$2.25M -42,820 -62%
OWP
257
Obermeyer Wealth Partners
Colorado
$1.39M +$81.5K +1,550 +6%
CCM
258
Coe Capital Management
Illinois
$1.39M
NAM
259
Nichols Asset Management
Massachusetts
$1.37M
BKA
260
Brick & Kyle Associates
Pennsylvania
$1.34M -$8.84K -168 -0.7%
JFGIW
261
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.33M -$14.7K -280 -1%
CB
262
Community Bank
New York
$1.32M -$148K -2,806 -10%
William Blair & Company
263
William Blair & Company
Illinois
$1.28M +$326K +6,190 +34%
PVH
264
Psagot Value Holdings
Israel
$1.28M +$789K +14,994 +160%
CSM
265
CAMG Solamere Management
North Carolina
$1.28M +$1.28M +24,388 New
NA
266
Nottingham Advisors
New York
$1.28M -$1.05K -20 -0.1%
HI
267
Horizon Investments
North Carolina
$1.26M +$100K +1,904 +9%
BWAM
268
Boyd Watterson Asset Management
Ohio
$1.23M -$922K -17,536 -43%
CC
269
Cognios Capital
Kansas
$1.22M +$210K +3,996 +21%
FNBT
270
FineMark National Bank & Trust
Florida
$1.21M -$20.5K -390 -2%
AF
271
Alerus Financial
North Dakota
$1.21M -$175K -3,336 -13%
ACP
272
Aviance Capital Partners
Florida
$1.18M +$1.18M +22,394 New
PHS
273
Pekin Hardy Strauss
Illinois
$1.16M -$78.9K -1,500 -6%
GLRA
274
Gerald L. Ray & Associates
Texas
$1.16M
AC
275
Alexandria Capital
Virginia
$1.15M -$5.89K -112 -0.5%

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.