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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
CAI
301
Capital Advisors Inc
Oklahoma
$903K +$905K +17,214 New
FFBTD
302
First Financial Bank - Trust Division
Ohio
$898K +$73.1K +1,390 +9%
JIC
303
Johnson Investment Counsel
Ohio
$886K +$56.9K +1,082 +7%
SI
304
Shaker Investments
Ohio
$875K +$105 +2 +0%
BCM
305
Boltwood Capital Management
California
$850K -$52.6K -1,000 -6%
FUBT
306
First United Bank & Trust
Maryland
$847K -$18.9K -360 -2%
AF
307
Aldebaran Financial
$844K +$292K +5,550 +53%
NFP
308
Narus Financial Partners
Utah
$843K +$845K +16,066 New
BGC
309
Blue Granite Capital
South Carolina
$842K +$844K +16,050 New
BAM
310
Brave Asset Management
New Jersey
$840K
BWM
311
Baystate Wealth Management
Massachusetts
$825K +$22.6K +430 +3%
RFS
312
Rockefeller Financial Services
New York
$820K +$15.1K +288 +2%
ST
313
Sentinel Trust
Texas
$806K -$69K -1,312 -8%
IWMPD
314
Integrated Wealth Management (Palm Desert)
California
$789K +$103K +1,964 +15%
SWM
315
Stockman Wealth Management
Montana
$787K
EAMA
316
EFG Asset Management (Americas)
Florida
$777K +$118K +2,244 +18%
WS
317
Wedbush Securities
California
$761K +$3.58K +68 +0.5%
SS
318
Simplicity Solutions
Minnesota
$757K +$217K +4,120 +40%
NFG
319
Next Financial Group
Texas
$743K +$134K +2,540 +22%
RJT
320
Raymond James Trust
Florida
$724K +$78.3K +1,488 +12%
AllianceBernstein
321
AllianceBernstein
Tennessee
$692K +$694K +13,188 New
Cetera Investment Advisers
322
Cetera Investment Advisers
Illinois
$691K +$103K +1,956 +17%
CAM
323
Covenant Asset Management
New Jersey
$684K +$686K +13,036 New
DIA
324
Dana Investment Advisors
Wisconsin
$676K -$31.6K -600 -4%
DP
325
Dearborn Partners
Illinois
$664K

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.