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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
CSA
426
Cottage Street Advisors
Massachusetts
$256K
ClearBridge Investments
427
ClearBridge Investments
New York
$255K -$2.21K -42 -0.9%
EIA
428
Edgemoor Investment Advisors
Maryland
$254K
SBL
429
Sargent Bickham Lagudis
Colorado
$252K -$20.6K -392 -8%
IAS
430
IMA Advisory Services
Colorado
$250K
OC
431
Oakworth Capital
Alabama
$246K
CCM
432
Canal Capital Management
Virginia
$241K +$241K +4,588 New
Neuberger Berman Group
433
Neuberger Berman Group
New York
$239K -$453K -8,618 -65%
PIA
434
Piedmont Investment Advisors
North Carolina
$234K -$49K -932 -17%
IPC
435
Independent Portfolio Consultants
Florida
$234K +$231K +4,400 +6,875%
ACI
436
Alpha Cubed Investments
California
$232K +$1.16K +22 +0.5%
HSA
437
HBK Sorce Advisory
Pennsylvania
$231K +$20.9K +398 +10%
MSAM
438
Moloney Securities Asset Management
Missouri
$231K +$231K +4,398 New
PCM
439
Parsons Capital Management
Rhode Island
$228K
Creative Planning
440
Creative Planning
Kansas
$222K +$33.4K +636 +18%
BRWA
441
B. Riley Wealth Advisors
Florida
$221K -$7.89K -150 -3%
GLA
442
Good Life Advisors
Pennsylvania
$221K +$223K +4,234 New
CBU
443
CIBC Bank USA
Illinois
$220K
SGS
444
Sterling Global Strategies
California
$216K +$15.8K +300 +8%
IC
445
Iconiq Capital
California
$215K
HCM
446
Harvest Capital Management
New Hampshire
$212K -$2.63K -50 -1%
BTIS
447
BB&T Investment Services
North Carolina
$212K +$212K +4,032 New
SPC
448
Sigma Planning Corp
Michigan
$209K -$17K -324 -8%
PG
449
Patten Group
Tennessee
$205K -$47.3K -900 -19%
LP
450
LGL Partners
Pennsylvania
$201K -$26.6K -506 -12%

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.