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iShares 10+ Year Investment Grade Corporate Bond ETF

97 hedge funds and large institutions have $675M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

10% more capital invested

Capital invested by funds: $616M → $675M (+$58.7M)

1.36% more ownership

Funds ownership: 60.3%61.66% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

1% less funds holding

Funds holding: 9897 (-1)

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
14
Increased
47
Reduced
22
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$5.57M +$352K +5,561 +7%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$5.45M -$2.64M -41,704 -33%
AG
28
Advisor Group
Arizona
$4.88M +$1.88M +29,671 +63%
AP
29
Agilis Partners
Massachusetts
$4.67M
BCM
30
Brookstone Capital Management
Illinois
$3.6M +$1.72M +27,165 +91%
CIM
31
Confluence Investment Management
Missouri
$3.5M -$5.95M -93,938 -63%
SB
32
Suntrust Banks
Georgia
$3.27M +$114K +1,802 +4%
BTS
33
BB&T Securities
Virginia
$3.11M +$344K +5,427 +12%
SMM
34
Stadion Money Management
Georgia
$2.99M +$76.1K +1,200 +3%
PAG
35
Private Advisor Group
New Jersey
$2.87M +$783K +12,352 +37%
UFF
36
USA Financial Formulas
Michigan
$2.78M +$2.79M +43,973 New
PP
37
Prudential plc
United Kingdom
$2.16M -$11.6M -183,300 -84%
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$2.02M +$2.03M +32,000 New
VFA
39
Voya Financial Advisors
Connecticut
$2.01M +$226K +3,561 +13%
BCM
40
Bluefin Capital Management
New York
$1.83M +$1.55M +24,501 +544%
BJ
41
BlackRock Japan
Japan
$1.62M +$1.63M +25,664 New
BIT
42
BlackRock Institutional Trust
California
$1.51M -$1.42M -22,456 -49%
BA
43
BlackRock Advisors
Delaware
$1.27M +$124K +1,956 +11%
Ameriprise
44
Ameriprise
Minnesota
$1.12M +$369K +5,822 +49%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$945K +$22.7K +358 +2%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$930K +$931K +14,694 New
SS
47
Simplicity Solutions
Minnesota
$922K -$96.1K -1,517 -9%
RBC
48
Ronald Blue & Co
Georgia
$812K +$392K +6,189 +93%
CAM
49
Concorde Asset Management
Michigan
$771K -$60.3K -952 -7%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$757K +$67.1K +1,059 +10%

IGLB Hedge Fund Activity: Q3 2016 in Review

97 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2016, worth a combined $675M — up 9.5% from $616M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IGLB and 14 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 47 added.

The largest buyer was Jane Street, adding an estimated $24.6M. The largest seller was WBI Investments, exiting entirely with an estimated $27.3M sold.

  • 97 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2016, down from 98 in Q2 2016.
  • Funds reported $675M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2016, up 9.5% quarter-over-quarter.
  • 14 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2016 and 15 closed out, a net change of -1 holder.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2016 was Jane Street, an estimated $24.6M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2016 was WBI Investments, an estimated $27.3M sold.

Based on aggregated 13F filings for Q3 2016.