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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
CIM
526
Cetera Investment Management
California
-$436K -8,254 Closed
ACM
527
Acertus Capital Management
New Jersey
-$384K -7,254 Closed
SFI
528
SPC Financial Inc
Maryland
-$383K -7,250 Closed
CGL
529
Clarius Group LLC
Washington
-$365K -6,904 Closed
HWM
530
Highwater Wealth Management
Colorado
-$315K -5,960 Closed
FMC
531
First Merchants Corp
Indiana
-$289K -5,460 Closed
HFA
532
High Falls Advisors
New York
-$267K -5,052 Closed
GC
533
Grimes & Company
Massachusetts
-$263K -4,966 Closed
OC
534
Oarsman Capital
Wisconsin
-$231K -4,362 Closed
SG Americas Securities
535
SG Americas Securities
New York
-$209K -3,956 Closed
LAM
536
Lebenthal Asset Management
New York
-$107K -2,028 Closed
RCG
537
Ruggie Capital Group
Florida
-$65.3K -1,242 Closed
ACM
538
Armbruster Capital Management
New York
-$50K -950 Closed
ACM
539
Argentus Capital Management
Texas
-$42K -802 Closed
HS
540
Horan Securities
United States
-$22K -426 Closed
PWM
541
Perigon Wealth Management
California
-$10K -192 Closed
VCM
542
Versant Capital Management
Arizona
-$9K -174 Closed
ATC
543
Adirondack Trust Company
New York
-$7K -138 Closed
MA
544
MCF Advisors
Kentucky
-$2K -36 Closed
VIA
545
Vantage Investment Advisors
Pennsylvania
-$105 -2 -33%

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.