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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
AIS
476
Accurate Investment Solutions
Pennsylvania
$93K
HI
477
Hudock Inc
Pennsylvania
$87K +$8.31K +158 +10%
MMG
478
Monetary Management Group
Missouri
$79K +$78.9K +1,500 New
SA
479
SRH Advisors
Kansas
$68K
GRP
480
Global Retirement Partners
California
$67K +$67.6K +1,286 New
BBHC
481
Brown Brothers Harriman & Co
New York
$54K
LNB
482
Ledyard National Bank
$52K +$31.6K +600 +150%
EDRH
483
Edmond de Rothschild Holding
Switzerland
$48K
ARMC
484
American Research & Management Company
Massachusetts
$47K
SIG
485
Stanford Investment Group
California
$47K
PMFA
486
Plante Moran Financial Advisors
Michigan
$46K +$45.6K +868 New
TC
487
Trust Company
Kansas
$45K -$5.47K -104 -11%
M
488
MOTCO
Texas
$41K
PFGIA
489
Patriot Financial Group Insurance Agency
Massachusetts
$41K +$40.8K +776 New
SFS
490
Sowell Financial Services
Arkansas
$39K +$39.1K +744 New
MWM
491
MinichMacGregor Wealth Management
New York
$38K -$31.3K -596 -45%
IWM
492
IHT Wealth Management
Illinois
$37K +$36.9K +702 New
SEI Investments
493
SEI Investments
Pennsylvania
$34K -$46.8K -890 -58%
KLI
494
Kelman-Lazarov Inc
Tennessee
$33.6K +$23.1K +440 +220%
AAC
495
Asset Advisors Corp
Georgia
$30K +$30.5K +580 New
FFW
496
Fusion Family Wealth
New York
$28K +$32.7K +622 New
FWM
497
Focused Wealth Management
New York
$26K
PFBT
498
Parkside Financial Bank & Trust
Missouri
$25K
CAL
499
Capital Advisors Ltd
Ohio
$24K
WA
500
WFG Advisors
Texas
$24K

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.