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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
BCA
151
Bray Capital Advisors
Florida
$4.67M +$4.69M +89,108 New
AP
152
Atwood & Palmer
Missouri
$4.66M +$371K +7,050 +9%
ST
153
Smithfield Trust
Pennsylvania
$4.64M -$2.57M -48,822 -36%
AG
154
Advisor Group
Arizona
$4.63M -$148K -2,806 -3%
EGA
155
Eagle Global Advisors
Texas
$4.46M +$105K +2,000 +2%
Northern Trust
156
Northern Trust
Illinois
$4.43M +$18.1M +344,360 +4%
ADBIC
157
A.D. Beadell Investment Counsel
Wisconsin
$4.39M -$63.1K -1,200 -1%
IDBONY
158
Israel Discount Bank of New York
New York
$4.38M +$4.39M +83,562 New
IAA
159
Ironsides Asset Advisors
North Carolina
$4.27M -$471K -8,964 -10%
HJA
160
Hugh Johnson Advisors
New York
$4.2M -$53.4K -1,016 -1%
OC
161
Oppenheimer & Co
New York
$4.18M +$686K +13,042 +20%
DIA
162
Denver Investment Advisors
Colorado
$4.18M +$254K +4,828 +6%
LG
163
LaFleur & Godfrey
Michigan
$4.13M -$701K -13,330 -14%
AT
164
Arden Trust
Delaware
$4.12M -$530K -10,084 -11%
ECM
165
ETrade Capital Management
Virginia
$4.09M +$1.35M +25,742 +49%
TC
166
Telemus Capital
Michigan
$4.08M +$868K +16,496 +27%
SIA
167
Spruce Investment Advisors
Connecticut
$4.07M +$4.08M +77,494 New
IA
168
IFP Advisors
Florida
$4.04M -$1.19M -22,694 -23%
PIM
169
Parasol Investment Management
Illinois
$4.03M +$4.04M +76,880 New
Comerica Bank
170
Comerica Bank
Texas
$4.02M +$131K +2,496 +3%
MFS
171
MSI Financial Services
Massachusetts
$4.01M +$64.3K +1,222 +2%
NAM
172
NTV Asset Management
West Virginia
$3.97M +$200K +3,800 +5%
NC
173
NewSquare Capital
Pennsylvania
$3.9M +$438K +8,324 +13%
DSC
174
Duncker Streett & Co
Missouri
$3.87M +$83.1K +1,580 +2%
HH
175
Hilltop Holdings
Texas
$3.76M -$186K -3,530 -5%

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.