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iShares 10+ Year Investment Grade Corporate Bond ETF

78 hedge funds and large institutions have $589M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

207% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 14

34% more capital invested

Capital invested by funds: $439M → $589M (+$150M)

16% more funds holding

Funds holding: 6778 (+11)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.59% less ownership

Funds ownership: 63.66%63.07% (-0.59%)

Holders
78
Holders Change
+11
Holders Change %
+16.42%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
17
Increased
43
Reduced
14
Closed
5
Calls
$413K
Puts
Net Calls
+$413K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
26
LifePlan Financial Group
Ohio
$5.81M +$222K +3,545 +4%
Stifel Financial
27
Stifel Financial
Missouri
$5.08M +$2.7M +43,044 +113%
TFA
28
Transamerica Financial Advisors
Florida
$4.84M +$4.84M +77,325 New
UCFA
29
United Capital Financial Advisors
Texas
$4.82M +$3.21M +51,312 +187%
PPA
30
Parametric Portfolio Associates
Washington
$3.98M -$3.11M -49,589 -44%
JP Morgan Chase
31
JP Morgan Chase
New York
$3.55M +$899K +14,351 +34%
SB
32
Suntrust Banks
Georgia
$3.51M +$1.82M +29,129 +108%
CIC
33
Cutler Investment Counsel
Oregon
$3.25M +$1.81M +28,972 +126%
AIG
34
American International Group
New York
$2.2M +$516K +8,234 +31%
MCC
35
Mid Continent Capital
Illinois
$1.84M +$1.85M +29,462 New
Ameriprise
36
Ameriprise
Minnesota
$1.69M +$1.38M +21,991 +446%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.47M -$81.2K -1,296 -5%
SS
38
Simplicity Solutions
Minnesota
$1.35M +$1.35M +21,600 New
PAG
39
Private Advisor Group
New Jersey
$1.14M +$85.3K +1,362 +8%
BCM
40
Bluefin Capital Management
New York
$897K +$375K +5,985 +72%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$876K -$2.28M -36,468 -72%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$848K -$29.2K -466 -3%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$781K +$782K +12,484 New
SSG
44
Summit Securities Group
New York
$626K -$1.32M -21,047 -68%
FAAS
45
First Allied Advisory Services
California
$524K +$121K +1,938 +31%
IPC
46
Independent Portfolio Consultants
Florida
$522K +$334K +5,335 +178%
TU
47
TDAM USA
Ontario, Canada
$507K +$507K +8,095 New
MAA
48
Managed Account Advisors
New Jersey
$472K +$446K +7,121 +1,687%
VFA
49
Voya Financial Advisors
Connecticut
$468K +$468K +7,473 New
Neuberger Berman Group
50
Neuberger Berman Group
New York
$463K +$463K +7,400 New

IGLB Hedge Fund Activity: Q1 2015 in Review

78 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2015, worth a combined $589M — up 34% from $439M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IGLB positions and 5 closed out — a net gain of 12 holders — while 43 added to existing stakes and 14 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $19.2M. The largest seller was Bank of Montreal, cutting an estimated $30.3M.

  • 78 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2015, up from 67 in Q4 2014.
  • Funds reported $589M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2015, up 34% quarter-over-quarter.
  • 17 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2015 and 5 closed out, a net change of +12 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2015 was PNC Financial Services Group, an estimated $19.2M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2015 was Bank of Montreal, an estimated $30.3M sold.

Based on aggregated 13F filings for Q1 2015.