We are live on ! Find out more
IGLB icon

iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

71 hedge funds and large institutions have $447M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 19

2% less capital invested

Capital invested by funds: $458M → $447M (-$11.1M)

1.88% less ownership

Funds ownership: 61.81% → 59.93% (-1.9%)

4% less funds holding

Funds holding: 74 → 71 (-3)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
11
Increased
35
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FA
FDx Advisors
Illinois
+$19.2M
2
BlackRock
BlackRock
New York
+$9.3M
3
Wells Fargo
Wells Fargo
California
+$8.25M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.39M
5
SAS
Sage Advisory Services
Texas
+$5.81M

Top Sellers

Rank Fund Capital Flow
1
BIM
BlackRock Investment Management
Delaware
-$24M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$20.8M
3
UBS Group
UBS Group
Switzerland
-$6.48M
4
Goldman Sachs
Goldman Sachs
New York
-$5.63M
5
KeyBank National Association
KeyBank National Association
Ohio
-$4.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
26
Suntrust Banks
Georgia
$2.44M -$301K -5,302 -11%
UCFA
27
United Capital Financial Advisors
Texas
$2.32M -$416K -7,318 -15%
BCM
28
Bluefin Capital Management
New York
$2.27M -$3.14M -55,275 -58%
AP
29
Agilis Partners
Massachusetts
$2.16M +$2.2M +38,758 New
PAS
30
Park Avenue Securities
New York
$1.97M +$1.78M +31,252 +774%
JP Morgan Chase
31
JP Morgan Chase
New York
$1.64M -$194K -3,411 -10%
VKH
32
Virtu KCG Holdings
New York
$1.6M +$508K +8,942 +45%
PAG
33
Private Advisor Group
New Jersey
$1.48M +$267K +4,693 +21%
SS
34
Simplicity Solutions
Minnesota
$1.13M -$27.3K -480 -2%
VFA
35
Voya Financial Advisors
Connecticut
$1.13M +$423K +7,447 +58%
BTS
36
BB&T Securities
Virginia
$1.12M -$1.04M -18,267 -48%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.05M -$224K -3,937 -17%
Jane Street
38
Jane Street
New York
$904K +$922K +16,233 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$842K +$187K +3,294 +28%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$717K +$26K +458 +4%
CAM
41
Concorde Asset Management
Michigan
$663K +$6.31K +111 +0.9%
IPC
42
Independent Portfolio Consultants
Florida
$629K -$27.6K -485 -4%
WS
43
Wedbush Securities
California
$544K +$120K +2,115 +28%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$507K +$34.1K +600 +7%
RIA
45
Regal Investment Advisors
Michigan
$497K +$278K +4,897 +121%
FAAS
46
First Allied Advisory Services
California
$438K +$21.2K +373 +5%
AIG
47
American International Group
New York
$354K +$152K +2,683 +73%
TI
48
Truepoint Inc
Ohio
$301K +$307K +5,400 New
CCFCSB
49
Cape Cod Five Cents Savings Bank
Massachusetts
$242K +$247K +4,345 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$239K +$24.5K +432 +11%
1
2
3 4

IGLB Hedge Fund Activity: Q4 2015 in Review

71 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2015, worth a combined $447M — down 2.4% from $458M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IGLB and 11 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 35 added.

The largest buyer was FDx Advisors, adding an estimated $19.2M. The largest seller was BlackRock Investment Management, cutting an estimated $24M.

  • 71 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2015, down from 74 in Q3 2015.
  • Funds reported $447M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2015, down 2.4% quarter-over-quarter.
  • 11 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2015 and 13 closed out, a net change of -2 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2015 was FDx Advisors, an estimated $19.2M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2015 was BlackRock Investment Management, an estimated $24M sold.

Based on aggregated 13F filings for Q4 2015.