Steps to reproduce:

1. Open Unity;
2. Open attached 'Instancing-Example' project and 'Main.unity' scene;
3. Enter Play mode;
4. Observe Rendering tab inside Profiler window;

5. Notice that instanced draw calls are batched, that means that instancing works correctly;
6. Close Unity;
7. Open Unity;
8. Open attached 'Instancing-Example_bundle" project;
9. Open 'main.unity' scene;

10. Notice that in this scene all prefabs with instanced shaders are loaded via AssetBundles;
11. Enter Play mode;
12. Observe Rendering tab inside Profiler window.

Actual result:
Non-instancing draw calls are increased comparing to initial project without AssetBundles (see attached actual.png screenshot).

Expected result:
Instancing should produce consistent behaviour when using AssetBundles loading, that means that non-instanced draw calls should be the same as in the initial project (see attached expected.png screenshot).

Notes:
- Reproduced on 5.4.0a6 and on 5.4.0b1 for Windows 10.