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iShares 1-5 Year Investment Grade Corporate Bond ETF

474 hedge funds and large institutions have $7.3B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 176 increasing their positions, 191 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

3% more funds holding

Funds holding: 460474 (+14)

1.2% more ownership

Funds ownership: 137.01%138.21% (+1.2%)

2% more capital invested

Capital invested by funds: $7.17B → $7.3B (+$134M)

0% more funds holding in top 10

Funds holding in top 10: 7373 (0)

8% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 191

Holders
474
Holders Change
+14
Holders Change %
+3.04%
% of All Funds
12.62%
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.94%
New
42
Increased
176
Reduced
191
Closed
24
Calls
Puts
Net Calls
Net Calls Change

IGSB Hedge Fund Activity: Q2 2016 in Review

474 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q2 2016, worth a combined $7.3B — up 1.9% from $7.17B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IGSB positions and 24 closed out — a net gain of 18 holders — while 176 added to existing stakes and 191 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $131M. The largest seller was LPL Financial, cutting an estimated $78.6M.

  • 474 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q2 2016, up from 460 in Q1 2016.
  • Funds reported $7.3B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q2 2016, up 1.9% quarter-over-quarter.
  • 42 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q2 2016 and 24 closed out, a net change of +18 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2016 was Janney Montgomery Scott, an estimated $131M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q2 2016 was LPL Financial, an estimated $78.6M sold.

Based on aggregated 13F filings for Q2 2016.