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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

83 hedge funds and large institutions have $531M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

64% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 22

19% more capital invested

Capital invested by funds: $447M → $531M (+$84M)

17% more funds holding

Funds holding: 71 → 83 (+12)

1.84% more ownership

Funds ownership: 59.93% → 61.77% (+1.8%)

Holders
83
Holders Change
+12
Holders Change %
+16.9%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
19
Increased
36
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CI
Conning Inc
Connecticut
+$20.8M
2
PP
Prudential plc
United Kingdom
+$12M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$9.95M
4
WI
WBI Investments
New Jersey
+$7.35M
5
Morgan Stanley
Morgan Stanley
New York
+$5.94M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$9.4M
2
Bank of America
Bank of America
North Carolina
-$7.54M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.51M
4
KeyBank National Association
KeyBank National Association
Ohio
-$4.44M
5
BFA
BlackRock Fund Advisors
California
-$3.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$6.9M -$243K -4,287 -4%
ECM
27
ETrade Capital Management
Virginia
$6.81M -$291K -5,148 -4%
AP
28
Agilis Partners
Massachusetts
$3.89M +$1.52M +26,848 +69%
PAS
29
Park Avenue Securities
New York
$3.37M +$1.22M +21,572 +61%
PWPCM
30
Perella Weinberg Partners Capital Management
New York
$3.2M +$3.06M +54,035 New
SB
31
Suntrust Banks
Georgia
$3.01M +$388K +6,858 +16%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$2.08M -$4.51M -79,610 -69%
Jane Street
33
Jane Street
New York
$1.9M +$890K +15,734 +97%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$1.7M +$770K +13,609 +90%
PAG
35
Private Advisor Group
New Jersey
$1.62M +$33.8K +597 +2%
VFA
36
Voya Financial Advisors
Connecticut
$1.57M +$363K +6,414 +32%
JP Morgan Chase
37
JP Morgan Chase
New York
$1.53M -$206K -3,645 -12%
UCFA
38
United Capital Financial Advisors
Texas
$1.43M -$987K -17,447 -42%
BTS
39
BB&T Securities
Virginia
$1.26M +$60.6K +1,070 +5%
SSG
40
Summit Securities Group
New York
$1.19M +$1.13M +20,000 New
SS
41
Simplicity Solutions
Minnesota
$1.07M -$122K -2,150 -11%
BA
42
BlackRock Advisors
Delaware
$1.07M +$1.02M +18,100 New
BCM
43
Brookstone Capital Management
Illinois
$1.06M +$1.01M +17,904 New
FIM
44
Freedom Investment Management
Connecticut
$828K +$790K +13,966 New
Neuberger Berman Group
45
Neuberger Berman Group
New York
$824K +$272K +4,800 +53%
CAM
46
Concorde Asset Management
Michigan
$776K +$67.9K +1,199 +10%
Ameriprise
47
Ameriprise
Minnesota
$704K +$671K +11,858 New
IPC
48
Independent Portfolio Consultants
Florida
$694K +$23.2K +410 +4%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$690K -$70.2K -1,240 -10%
WS
50
Wedbush Securities
California
$626K +$44.4K +785 +8%
1
2
3 4

IGLB Hedge Fund Activity: Q1 2016 in Review

83 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 2016, worth a combined $531M — up 19% from $447M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IGLB positions and 7 closed out — a net gain of 12 holders — while 36 added to existing stakes and 22 trimmed.

The largest buyer was Conning Inc, opening a new position worth an estimated $20.8M. The largest seller was AssetMark Inc, cutting an estimated $9.4M.

  • 83 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2016, up from 71 in Q4 2015.
  • Funds reported $531M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2016, up 19% quarter-over-quarter.
  • 19 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2016 and 7 closed out, a net change of +12 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2016 was Conning Inc, an estimated $20.8M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2016 was AssetMark Inc, an estimated $9.4M sold.

Based on aggregated 13F filings for Q1 2016.