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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
CHAM
376
Clear Harbor Asset Management
Connecticut
$437K -$77.1K -1,466 -15%
CB
377
Chemical Bank
Michigan
$437K +$9.36K +178 +2%
CCG
378
Chatham Capital Group
Georgia
$436K
DWT
379
Dorsey & Whitney Trust
South Dakota
$432K
Citadel Advisors
380
Citadel Advisors
Florida
$413K +$414K +7,874 New
SNT
381
Security National Trust
West Virginia
$401K
PA
382
Parallel Advisors
California
$401K +$402K +7,648 New
IFB
383
iAB Financial Bank
Indiana
$394K +$63.1K +1,200 +19%
FCBT
384
First Citizens Bank & Trust
North Carolina
$393K
AIP
385
Ameritas Investment Partners
Nebraska
$393K +$132K +2,504 +50%
GWCM
386
Godshalk Welsh Capital Management
Pennsylvania
$391K -$174K -3,300 -31%
BRF
387
B. Riley Financial
California
$375K +$376K +7,156 New
LJHT
388
Laurie J. Hall Trustee
$362K +$363K +6,896 New
CAM
389
Caprin Asset Management
Virginia
$354K -$24.7K -470 -7%
MFBTD
390
MB Financial Bank - Trust Department
Illinois
$336K -$9.57K -182 -3%
PIA
391
Peachtree Investment Advisors
Georgia
$329K
BFPW
392
BOK Financial Private Wealth
Colorado
$324K -$2.1K -40 -0.6%
IH
393
IFC Holdings
Florida
$321K -$104K -1,982 -24%
BFM
394
Boston Financial Management
Massachusetts
$321K +$322K +6,114 New
FHC
395
First Heartland Consultants
Missouri
$319K -$19.5K -370 -6%
Northwestern Mutual Wealth Management
396
Northwestern Mutual Wealth Management
Wisconsin
$317K +$318K +6,048 New
WIM
397
Westside Investment Management
California
$316K +$317K +6,020 New
WP
398
WealthSource Partners
California
$315K -$2.63K -50 -0.8%
LTI
399
Laffer Tengler Investments
Tennessee
$314K -$49.1K -934 -14%
BBA
400
BLB&B Advisors
Pennsylvania
$313K -$10.2K -194 -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.