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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
ST
76
Sabal Trust
Florida
$14.8M +$1.22M +23,160 +9%
WT
77
Whittier Trust
California
$14.4M -$269K -5,110 -2%
UB
78
UMB Bank
Missouri
$14.2M -$1.15M -21,942 -7%
CISOA
79
Capital Investment Services of America
Wisconsin
$14.2M -$242K -4,600 -2%
WPC
80
White Pine Capital
Minnesota
$14.2M +$84K +1,598 +0.6%
Mariner
81
Mariner
Kansas
$14.1M +$340K +6,456 +2%
TNBTD
82
Trustmark National Bank Trust Department
Mississippi
$13.9M -$887K -16,874 -6%
FCIM
83
Fairview Capital Investment Management
California
$13.8M +$987K +18,760 +8%
Wolverine Trading
84
Wolverine Trading
Illinois
$13.1M -$2.57M -48,774 -16%
DCM
85
DeGreen Capital Management
Arizona
$13M +$768K +14,594 +6%
BSB
86
Bangor Savings Bank
Maine
$12.8M +$238K +4,532 +2%
WA
87
WP Advisors
California
$12.6M +$12.6M +239,770 New
LA
88
Leonetti & Associates
Illinois
$12.5M -$282K -5,360 -2%
CL
89
CPWM LLC
Washington
$12.2M +$313K +5,954 +3%
CAL
90
Capital Analysts LLC
Pennsylvania
$12.1M -$15.9M -301,494 -57%
CFGF
91
Compass Financial Group (Florida)
Florida
$12M -$33.4K -636 -0.3%
SAS
92
Sage Advisory Services
Texas
$11.7M +$11.7M +223,094 New
CIBC Private Wealth Group
93
CIBC Private Wealth Group
Georgia
$11.5M -$2.97M -56,482 -20%
GFG
94
Gray Financial Group
Georgia
$11.5M
FWIA
95
Fort Washington Investment Advisors
Ohio
$11.3M +$11.4M +215,948 New
HCM
96
Hollencrest Capital Management
California
$11M +$1.19M +22,672 +12%
FA
97
FDx Advisors
Illinois
$10.7M +$9.61M +182,732 +829%
CWA
98
Cypress Wealth Advisors
California
$10.7M -$1.54M -29,232 -13%
CCT
99
Capital City Trust
Florida
$10.6M -$702K -13,340 -6%
EAM
100
Edge Asset Management
Washington
$10.5M +$10.5M +200,000 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.