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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
SF
451
Synovus Financial
Georgia
$189K +$105 +2 +0.1%
KF
452
Krilogy Financial
Missouri
$186K -$7.68K -146 -4%
FCT
453
Family Capital Trust
Massachusetts
$185K
DIA
454
Davidson Investment Advisors
Montana
$182K -$41.5K -790 -19%
BAM
455
Bruderman Asset Management
New York
$174K -$71.9K -1,368 -29%
LYV
456
Live Your Vision
Pennsylvania
$172K -$12K -228 -6%
CPIG
457
Chicago Partners Investment Group
Illinois
$171K -$31K -590 -15%
BAM
458
Barrett Asset Management
New York
$161K +$11K +210 +7%
Walleye Trading
459
Walleye Trading
New York
$140K +$140K +2,668 New
WAM
460
Wealthspire Advisors (Maryland)
Maryland
$132K
IFA
461
Interactive Financial Advisors
Illinois
$131K +$19K +362 +17%
AIM
462
Anchor Investment Management
South Carolina
$130K
TFA
463
Transamerica Financial Advisors
Florida
$128K +$128K +2,436 New
SIAP
464
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$126K +$126K +2,400 New
EA
465
Edge Advisors
Georgia
$123K +$124K +2,362 New
Manulife (Manufacturers Life Insurance)
466
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119K +$94.8K +1,802 +383%
CFA
467
Carroll Financial Associates
North Carolina
$116K +$10.4K +198 +10%
MAM
468
Meeder Asset Management
Ohio
$115K +$69.7K +1,326 +153%
FMII
469
Farmers & Merchants Investments Inc
Nebraska
$112K -$71.1K -1,352 -39%
TAIM
470
TD Ameritrade Investment Management
Nebraska
$111K
MLM
471
Mount Lucas Management
Pennsylvania
$107K -$5.89K -112 -5%
SAM
472
Solaris Asset Management
New York
$105K +$105K +2,000 New
CAPTRUST Financial Advisors
473
CAPTRUST Financial Advisors
North Carolina
$104K -$33.7K -640 -24%
JCM
474
Jacobi Capital Management
Pennsylvania
$98K
GEA
475
Glen Eagle Advisors
New Jersey
$95.5K +$95.7K +1,820 New

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.