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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
NSCM
326
New South Capital Management
Tennessee
$658K
HCA
327
Horan Capital Advisors
Ohio
$640K +$105 +2 +0%
NGA
328
Naples Global Advisors
Florida
$636K -$44.1K -838 -6%
SFM
329
Signet Financial Management
New Jersey
$635K +$9.15K +174 +1%
AA
330
Apriem Advisors
California
$630K -$229K -4,346 -27%
PAS
331
Partnervest Advisory Services
California
$622K -$16.9K -322 -3%
AAM
332
Advisors Asset Management
Colorado
$612K -$26.6K -506 -4%
CAM
333
Concorde Asset Management
Michigan
$610K +$227K +4,308 +59%
Bessemer Group
334
Bessemer Group
New Jersey
$607K -$29.6K -562 -5%
BUB
335
BBVA USA Bancshares
Texas
$602K +$603K +11,466 New
AA
336
Ancora Advisors
Ohio
$597K +$598K +11,378 New
PRS
337
Pinkerton Retirement Specialists
Idaho
$581K -$419K -7,958 -42%
CAN
338
Cetera Advisor Networks
California
$581K -$85.9K -1,634 -13%
RBC
339
Ronald Blue & Co
Georgia
$573K -$237K -4,500 -29%
FG
340
Fiduciary Group
Georgia
$571K
MWM
341
Mascoma Wealth Management
New Hampshire
$568K +$570K +10,830 New
CIM
342
Confluence Investment Management
Missouri
$564K -$485K -9,226 -46%
EAM
343
Evanson Asset Management
California
$563K +$1.68K +32 +0.3%
CTC
344
Central Trust Company
Missouri
$561K +$5.26K +100 +0.9%
CPO
345
Cerity Partners OCIO
New York
$556K -$214K -4,072 -28%
VWA
346
V Wealth Advisors
Kansas
$556K -$45.2K -860 -8%
PP
347
Pegasus Partners
Wisconsin
$554K +$344K +6,550 +164%
Chevy Chase Trust
348
Chevy Chase Trust
Maryland
$552K -$773K -14,690 -58%
CB
349
Commerce Bank
Missouri
$547K -$89.7K -1,706 -14%
NPF
350
Norris Perne & French
Michigan
$547K -$15.8K -300 -3%

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.