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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
OIA
176
Optimum Investment Advisors
Illinois
$3.75M +$2.7M +51,322 +255%
BFA
177
Beaumont Financial Advisors
Massachusetts
$3.73M +$528K +10,036 +16%
MA
178
MUFG Americas
New York
$3.69M -$78.9K -1,500 -2%
WTC
179
WhitTier Trust Company
Nevada
$3.66M -$487K -9,258 -12%
RCAG
180
Rehmann Capital Advisory Group
Michigan
$3.64M +$45.4K +864 +1%
DADC
181
D.A. Davidson & Co
Montana
$3.58M -$2.29M -43,480 -39%
SIC
182
Shoker Investment Counsel
Ohio
$3.5M -$1.07M -20,392 -23%
MHS
183
M Holdings Securities
Oregon
$3.39M -$78.7K -1,496 -2%
HCIA
184
Hochman Cole Investment Advisors
Illinois
$3.38M -$256K -4,874 -7%
FTUS
185
Flow Traders U.S.
New York
$3.38M +$3.32M +63,176 +5,282%
WCM
186
Wunderlich Capital Managemnt
Tennessee
$3.35M -$43K -818 -1%
IFAM
187
Institutional & Family Asset Management
Colorado
$3.32M +$74.8K +1,422 +2%
1IA
188
1834 Investment Advisors
Wisconsin
$3.31M -$121K -2,298 -4%
RCA
189
Rowland Carmichael Advisors
Arizona
$3.3M +$112K +2,124 +3%
TWM
190
Torch Wealth Management
Ohio
$3.28M -$42K -798 -1%
M&T Bank
191
M&T Bank
New York
$3.26M +$87.7K +1,668 +3%
AA
192
Advisory Alpha
Michigan
$3.25M +$749K +14,248 +30%
SAS
193
Stelac Advisory Services
New York
$3.24M -$5.17M -98,388 -61%
RVPG
194
Relative Value Partners Group
$3.22M -$16.3M -309,988 -83%
FIM
195
Freedom Investment Management
Connecticut
$3.21M +$542K +10,314 +20%
HCP
196
Holt Capital Partners
Texas
$3.19M
BC
197
Bartlett & Co
Ohio
$3.08M -$211K -4,008 -6%
AP
198
Agilis Partners
Massachusetts
$3.05M -$146K -2,780 -5%
SIA
199
SeaBridge Investment Advisors
New Jersey
$3.04M +$534K +10,150 +21%
WB
200
WesBanco Bank
West Virginia
$3M +$8.2K +156 +0.3%

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.