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iShares 10+ Year Investment Grade Corporate Bond ETF

74 hedge funds and large institutions have $458M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

4% more funds holding

Funds holding: 7174 (+3)

0.02% more ownership

Funds ownership: 61.79%61.81% (+0.02%)

0% less capital invested

Capital invested by funds: $459M → $458M (-$916K)

31% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 35

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
24
Reduced
35
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$3.53M -$1.16M -20,185 -25%
SB
27
Suntrust Banks
Georgia
$2.8M -$21.4K -374 -0.8%
UCFA
28
United Capital Financial Advisors
Texas
$2.79M -$899K -15,711 -24%
SCM
29
Saba Capital Management
New York
$2.27M -$65.1K -1,137 -3%
BTS
30
BB&T Securities
Virginia
$2.19M -$149K -2,595 -6%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.14M +$1.92M +33,466 +828%
JP Morgan Chase
32
JP Morgan Chase
New York
$1.87M -$171K -2,987 -8%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.3M +$11.2K +195 +0.9%
PAG
34
Private Advisor Group
New Jersey
$1.25M -$48.8K -852 -4%
SS
35
Simplicity Solutions
Minnesota
$1.18M +$230K +4,016 +24%
VKH
36
Virtu KCG Holdings
New York
$1.13M -$1.2M -20,897 -51%
FA
37
FDx Advisors
Illinois
$752K -$14.4M -250,660 -95%
VFA
38
Voya Financial Advisors
Connecticut
$731K +$125K +2,176 +20%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$708K -$4.12K -72 -0.6%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$674K -$94.7K -1,654 -12%
IPC
41
Independent Portfolio Consultants
Florida
$672K +$59K +1,030 +10%
CAM
42
Concorde Asset Management
Michigan
$672K +$193K +3,364 +40%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$657K +$660K +11,523 New
MCC
44
Mid Continent Capital
Illinois
$558K -$622K -10,859 -53%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$485K +$45.8K +800 +10%
WS
46
Wedbush Securities
California
$437K +$37.5K +655 +9%
FAAS
47
First Allied Advisory Services
California
$424K -$46.9K -819 -10%
CBU
48
CIBC Bank USA
Illinois
$340K -$1.03K -18 -0.3%
SSG
49
Summit Securities Group
New York
$285K +$5.72K +100 +2%
CIC
50
Cutler Investment Counsel
Oregon
$263K -$2.74M -47,858 -91%

IGLB Hedge Fund Activity: Q3 2015 in Review

74 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2015, worth a combined $458M — down 0.2% from $459M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IGLB positions and 5 closed out — a net gain of 4 holders — while 24 added to existing stakes and 35 trimmed.

The largest buyer was WBI Investments, opening a new position worth an estimated $16.8M. The largest seller was FDx Advisors, cutting an estimated $14.4M.

  • 74 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2015, up from 71 in Q2 2015.
  • Funds reported $458M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2015, down 0.2% quarter-over-quarter.
  • 9 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2015 and 5 closed out, a net change of +4 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2015 was WBI Investments, an estimated $16.8M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2015 was FDx Advisors, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2015.