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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
CWM
401
Concert Wealth Management
California
$311K -$78.6K -1,494 -20%
NHC
402
Nicholas Hoffman & Company
Georgia
$311K
ATC
403
Argent Trust Co
Tennessee
$310K
GAG
404
GM Advisory Group
New York
$303K +$304K +5,780 New
WPC
405
Waters Parkerson & Co
Louisiana
$302K -$7.15K -136 -2%
VC
406
Vestor Capital
Illinois
$301K -$90.5K -1,720 -23%
FFS
407
Founders Financial Securities
Maryland
$298K +$298K +5,670 New
BAS
408
Brown Advisory Securities
Maryland
$294K -$394K -7,498 -57%
TF
409
Trutina Financial
Washington
$291K
JSL
410
JT Stratford LLC
Georgia
$291K +$292K +5,554 New
FWP
411
FAS Wealth Partners
Kansas
$288K +$289K +5,492 New
CIC
412
Carnegie Investment Counsel
Ohio
$285K -$112K -2,126 -28%
SSB
413
Sandy Spring Bank
Maryland
$285K -$34.7K -660 -11%
GWM
414
Geneos Wealth Management
Colorado
$283K -$11.9K -226 -4%
SBH
415
Segall Bryant & Hamill
Illinois
$283K
ECM
416
Exchange Capital Management
Michigan
$283K +$37K +704 +15%
BRC
417
Bell Rock Capital
Delaware
$283K +$281K +5,350 New
CWM
418
Cornerstone Wealth Management
Missouri
$276K -$73.4K -1,396 -21%
V
419
Veritable
Delaware
$276K -$2.63K -50 -0.9%
KFA
420
Kelleher Financial Advisors
New York
$274K
SCA
421
Snowden Capital Advisors
New York
$273K +$274K +5,208 New
FPFS
422
First Personal Financial Services
North Carolina
$272K
VKH
423
Virtu KCG Holdings
New York
$264K -$7.73M -146,892 -97%
AGA
424
Accuvest Global Advisors
Utah
$259K -$317K -6,020 -55%
NB
425
NBT Bank
New York
$257K

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.