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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
APP
276
Avantax Planning Partners
Iowa
$1.15M +$1.15M +21,860 New
AP
277
Advisors Preferred
Maryland
$1.14M -$2.19M -41,700 -66%
BWA
278
BlueSky Wealth Advisors
North Carolina
$1.14M +$1.14M +21,680 New
FEG
279
Financial Enhancement Group
Indiana
$1.11M +$55.3K +1,052 +5%
HIS
280
Horizon Investment Services
Indiana
$1.1M -$83.1K -1,580 -7%
EWM
281
Empirical Wealth Management
Washington
$1.09M +$96.1K +1,828 +10%
BAAM
282
Baker Avenue Asset Management
California
$1.07M -$26.3K -500 -2%
IP
283
Investment Partners
Ohio
$1.07M +$174K +3,304 +19%
TB
284
Terril Brothers
Missouri
$1.05M +$1.06M +20,100 New
Kayne Anderson Rudnick Investment Management
285
Kayne Anderson Rudnick Investment Management
California
$1.05M +$61.4K +1,168 +6%
MMA
286
Miracle Mile Advisors
California
$1.03M -$405K -7,696 -28%
KC
287
Kingfisher Capital
North Carolina
$1.02M +$1.02M +19,390 New
SI
288
SII Investments
Wisconsin
$1.01M -$386K -7,336 -28%
SA
289
SL Advisors
New Jersey
$998K +$1M +19,018 New
GT
290
Glenview Trust
Kentucky
$979K +$982K +18,664 New
CT
291
Cambridge Trust
Massachusetts
$954K -$401K -7,616 -30%
DAS
292
Dynamic Advisor Solutions
Arizona
$945K +$19.5K +370 +2%
NPC
293
National Planning Corporation
California
$943K -$530K -10,086 -36%
RJA
294
Robshaw & Julian Associates
New York
$941K +$30.5K +580 +3%
SG
295
Swarthmore Group
Pennsylvania
$934K -$657K -12,500 -41%
AWM
296
Avior Wealth Management
Nebraska
$933K +$59.7K +1,136 +7%
LPIC
297
LeJeune Puetz Investment Counsel
Michigan
$929K +$931K +17,700 New
FHA
298
First Horizon Advisors
Tennessee
$919K
1832 Asset Management
299
1832 Asset Management
Ontario, Canada
$916K +$247K +4,700 +37%
PSUF
300
People's United Financial
Connecticut
$904K -$1.58M -30,102 -64%

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.