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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
KCP
126
KDI Capital Partners
North Carolina
$6.57M +$6.59M +125,234 New
FAM
127
Foothills Asset Management
Arizona
$6.55M -$1.49M -28,288 -18%
AAM
128
Autus Asset Management
Arizona
$6.47M +$51.5K +980 +0.8%
DIP
129
DT Investment Partners
Pennsylvania
$6.43M +$350K +6,648 +6%
CMP
130
Courage Miller Partners
Virginia
$6.21M -$79.9K -1,520 -1%
EBSAM
131
Eubel Brady & Suttman Asset Management
Ohio
$5.92M -$899K -17,090 -13%
PBO
132
Peoples Bank (Ohio)
Ohio
$5.91M +$585K +11,120 +11%
CC
133
Courier Capital
New York
$5.75M -$151K -2,868 -3%
ONB
134
Old National Bancorp
Indiana
$5.62M -$25.1K -478 -0.4%
NEPWA
135
New England Private Wealth Advisors
Massachusetts
$5.55M +$27.5K +522 +0.5%
GC
136
Gilbert & Cook
Iowa
$5.43M +$5.44M +103,488 New
AA
137
Alesco Advisors
New York
$5.33M -$154K -2,926 -3%
CFMC
138
Curbstone Financial Management Corp
New Hampshire
$5.26M -$5.72M -108,850 -52%
KL
139
KWMG LLC
Kansas
$5.25M -$880K -16,740 -14%
PA
140
Pinnacle Associates
New York
$5.22M -$279K -5,312 -5%
CTA
141
Chesley Taft & Associates
Illinois
$5.17M -$760K -14,450 -13%
HighTower Advisors
142
HighTower Advisors
Illinois
$5.08M -$2.26M -42,948 -31%
XGI
143
XL Group Investments
Bermuda
$5.01M +$5.02M +95,500 New
PP
144
Palladium Partners
Virginia
$4.92M -$100K -1,906 -2%
WCA
145
Westover Capital Advisors
Delaware
$4.92M +$536K +10,184 +12%
First Trust Advisors
146
First Trust Advisors
Illinois
$4.85M -$529K -10,050 -10%
AIMU
147
Allianz Investment Management US
Minnesota
$4.75M +$4.76M +90,540 New
FHB
148
First Hawaiian Bank
Hawaii
$4.75M +$98K +1,864 +2%
CS
149
Credit Suisse
Switzerland
$4.75M +$4.76M +90,440 New
FTS
150
Fifth Third Securities
Ohio
$4.72M +$262K +4,986 +6%

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.