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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
AI
201
Atria Investments
North Carolina
$2.95M -$153K -2,902 -5%
CA
202
Cetera Advisors
Colorado
$2.88M +$246K +4,684 +9%
HK
203
Horizon Kinetics
New York
$2.83M
WA
204
WestEnd Advisors
North Carolina
$2.8M -$869K -16,516 -24%
KT
205
Kanaly Trust
Texas
$2.8M -$113K -2,144 -4%
EB
206
Eastern Bank
Massachusetts
$2.73M -$640K -12,174 -19%
AIA
207
Armor Investment Advisors
North Carolina
$2.73M +$2.73M +51,950 New
EDRIA
208
Edmonds Duncan Registered Investment Advisors
Kansas
$2.69M -$1.64M -31,250 -38%
BFEC
209
Benjamin F. Edwards & Company
Missouri
$2.69M -$830K -15,776 -24%
KA
210
Kovack Advisors
Florida
$2.68M -$1.44M -27,384 -35%
AIM
211
Acropolis Investment Management
Missouri
$2.64M -$27K -514 -1%
CFA
212
CT Financial Advisors
Pennsylvania
$2.64M -$13.3K -252 -0.5%
B
213
Bailard
California
$2.55M +$816K +15,510 +47%
Fisher Asset Management
214
Fisher Asset Management
Washington
$2.41M -$379K -7,204 -14%
Koshinski Asset Management
215
Koshinski Asset Management
Illinois
$2.35M -$160K -3,044 -6%
ISL
216
Ingalls & Snyder LLC
New York
$2.35M +$81.5K +1,550 +4%
WA
217
Winfield Associates
Ohio
$2.34M +$22.1K +420 +1%
AIP
218
ARS Investment Partners
New York
$2.33M +$2.33M +44,388 New
IIC
219
Integrated Investment Consultants
Michigan
$2.25M -$94.1K -1,790 -4%
SFFS
220
Stonehage Fleming Financial Services
Jersey
$2.23M +$876K +16,660 +65%
VFA
221
Voya Financial Advisors
Connecticut
$2.14M +$644K +12,246 +43%
ICOA
222
Investment Centers of America
North Dakota
$2.12M +$1.88M +35,666 +748%
DWM
223
Dakota Wealth Management
Florida
$2.06M +$89.1K +1,694 +5%
SCA
224
STALEY CAPITAL ADVISERS
Pennsylvania
$2.04M
SFG
225
StrategIQ Financial Group
Indiana
$2.03M +$145K +2,752 +8%

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.