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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

71 hedge funds and large institutions have $459M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.28% less ownership

Funds ownership: 63.07% → 61.79% (-1.3%)

9% less funds holding

Funds holding: 78 → 71 (-7)

22% less capital invested

Capital invested by funds: $589M → $459M (-$130M)

24% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 34

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
71
Holders Change
-7
Holders Change %
-8.97%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
6
Increased
26
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Bluefin Capital Management
New York
+$9.06M
2
AssetMark Inc
AssetMark Inc
California
+$8.81M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$5.52M
4
SCM
Saba Capital Management
New York
+$2.44M
5
SAS
Sage Advisory Services
Texas
+$2.38M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$24.7M
2
Morgan Stanley
Morgan Stanley
New York
-$19.4M
3
UBS Group
UBS Group
Switzerland
-$12.9M
4
NA
NewEdge Advisors
Louisiana
-$12.4M
5
KeyBank National Association
KeyBank National Association
Ohio
-$8.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$4.69M -$2.99M -50,127 -38%
UCFA
27
United Capital Financial Advisors
Texas
$3.69M -$839K -14,066 -18%
CIC
28
Cutler Investment Counsel
Oregon
$3M +$31.2K +523 +1%
SB
29
Suntrust Banks
Georgia
$2.83M -$389K -6,516 -12%
BTS
30
BB&T Securities
Virginia
$2.35M +$1.15M +19,278 +89%
SCM
31
Saba Capital Management
New York
$2.34M +$2.44M +40,954 New
VKH
32
Virtu KCG Holdings
New York
$2.33M +$2.09M +35,019 +614%
BA
33
BlackRock Advisors
Delaware
$2.21M +$2.3M +38,600 New
JP Morgan Chase
34
JP Morgan Chase
New York
$2.05M -$1.24M -20,857 -37%
PAG
35
Private Advisor Group
New Jersey
$1.3M +$277K +4,640 +26%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.29M -$59.4K -996 -4%
PPA
37
Parametric Portfolio Associates
Washington
$1.28M -$2.46M -41,238 -65%
MCC
38
Mid Continent Capital
Illinois
$1.18M -$525K -8,804 -30%
SS
39
Simplicity Solutions
Minnesota
$957K -$290K -4,856 -22%
LFG
40
LifePlan Financial Group
Ohio
$830K -$4.67M -78,343 -84%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$770K +$373K +6,250 +86%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$715K -$63.5K -1,064 -8%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$682K -$32.7K -549 -4%
IPC
44
Independent Portfolio Consultants
Florida
$615K +$144K +2,415 +29%
VFA
45
Voya Financial Advisors
Connecticut
$611K +$192K +3,215 +43%
MAA
46
Managed Account Advisors
New Jersey
$594K +$170K +2,849 +38%
CAM
47
Concorde Asset Management
Michigan
$482K +$147K +2,472 +41%
FAAS
48
First Allied Advisory Services
California
$474K +$1.73K +29 +0.4%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$440K +$17.9K +300 +4%
WS
50
Wedbush Securities
California
$400K – – –
1
2
3 4

IGLB Hedge Fund Activity: Q2 2015 in Review

71 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2015, worth a combined $459M — down 22% from $589M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IGLB and 6 opened new positions — a net loss of 7 holders — while 34 trimmed existing stakes and 26 added.

The largest buyer was Bluefin Capital Management, adding an estimated $9.06M. The largest seller was Wells Fargo, cutting an estimated $24.7M.

  • 71 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2015, down from 78 in Q1 2015.
  • Funds reported $459M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2015, down 22% quarter-over-quarter.
  • 6 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2015 and 13 closed out, a net change of -7 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2015 was Bluefin Capital Management, an estimated $9.06M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2015 was Wells Fargo, an estimated $24.7M sold.

Based on aggregated 13F filings for Q2 2015.