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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
WEC
501
Winslow Evans & Crocker
Massachusetts
$22.2K
HPBT
502
High Point Bank & Trust
North Carolina
$22K -$42.1K -800 -66%
BBPWM
503
Blue Bell Private Wealth Management
Pennsylvania
$21K
ACS
504
Archford Capital Strategies
Illinois
$20K
AWMS
505
Advocacy Wealth Management Services
Georgia
$18K +$18.4K +350 New
Carson Wealth (CWM LLC)
506
Carson Wealth (CWM LLC)
Nebraska
$13K +$4.42K +84 +51%
SFG
507
SevenBridge Financial Group
Pennsylvania
$12K
TCM
508
TD Capital Management
Tennessee
$11K +$11.1K +212 New
RBA
509
Richard Bernstein Advisors
New York
$7K +$5.15K +98 +258%
CFD
510
Creative Financial Designs
Indiana
$6K +$5.58K +106 New
AIM
511
Advantage Investment Management
Iowa
$4K -$14.7K -280 -80%
CHC
512
City Holding Co
West Virginia
$3K
IAS
513
INR Advisory Services
Pennsylvania
$3K +$105 +2 +4%
AF
514
Allworth Financial
California
$2K -$11.8K -224 -84%
CJA
515
C-J Advisory
California
$2K
SR
516
Swiss Re
Switzerland
-$161M -3,036,000 Closed
IUHSA
517
Itau Unibanco Holding S.A.
Brazil
-$5.75M -108,748 Closed
JFA
518
Johanson Financial Advisors
California
-$3.73M -70,506 Closed
SIC
519
Sigma Investment Counselors
Michigan
-$3.42M -64,754 Closed
PCM
520
Pointe Capital Management
Michigan
-$858K -16,234 Closed
SWP
521
Stratos Wealth Partners
Ohio
-$747K -14,122 Closed
RIA
522
Regal Investment Advisors
Michigan
-$539K -10,186 Closed
CL
523
Choreo LLC
Illinois
-$519K -9,812 Closed
CCT
524
Chemung Canal Trust
New York
-$492K -9,300 Closed
Lido Advisors
525
Lido Advisors
California
-$486K -9,196 Closed

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.