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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
SSG
101
Summit Securities Group
New York
$10.3M +$5.99M +113,874 +138%
BTS
102
BB&T Securities
Virginia
$10.1M
AOWM
103
Alpha Omega Wealth Management
Virginia
$10.1M -$247K -4,706 -2%
BA
104
BlackRock Advisors
Delaware
$9.38M +$7.72M +146,872 +461%
WI
105
WrapManager Inc
California
$9.02M -$547K -10,392 -6%
CCWA
106
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.94M -$10.6M -202,082 -54%
GBT
107
Grove Bank & Trust
Florida
$8.51M -$129K -2,458 -1%
GC
108
Guggenheim Capital
Illinois
$8.41M +$1.04M +19,870 +14%
ERIM
109
Eagle Ridge Investment Management
Connecticut
$8.34M -$5.34M -101,464 -39%
HFS
110
HL Financial Services
Kentucky
$8.1M +$98.3K +1,870 +1%
WCM
111
Windsor Capital Management
Arizona
$8.08M +$374K +7,108 +5%
JP Morgan Chase
112
JP Morgan Chase
New York
$8.05M -$3.4M -64,622 -30%
DAM
113
Delta Asset Management
Tennessee
$8M -$423K -8,048 -5%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$7.86M -$459K -8,732 -6%
PAG
115
Private Advisor Group
New Jersey
$7.7M +$2.5M +47,494 +48%
BFG
116
Beacon Financial Group
Texas
$7.63M +$1.81M +34,488 +31%
JIP
117
Jaffetilchin Investment Partners
Florida
$7.58M +$309K +5,868 +4%
LWM
118
LBA Wealth Management
Florida
$7.5M -$119K -2,270 -2%
JWM
119
Jackson Wealth Management
Florida
$7.42M -$661K -12,576 -8%
AC
120
Alley Company
Illinois
$7.36M +$190K +3,614 +3%
SMM
121
Stadion Money Management
Georgia
$7.29M +$492K +9,346 +7%
BMM
122
Buffington Mohr McNeal
Idaho
$6.94M +$721K +13,704 +12%
SSWM
123
Sheets Smith Wealth Management
North Carolina
$6.92M -$311K -5,908 -4%
GCA
124
Greenwood Capital Associates
South Carolina
$6.71M -$266K -5,064 -4%
BAC
125
Boys Arnold & Co
North Carolina
$6.62M +$430K +8,184 +7%

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.