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iShares 10+ Year Investment Grade Corporate Bond ETF

91 hedge funds and large institutions have $536M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more ownership

Funds ownership: 61.66%61.66% (+0%)

6% less funds holding

Funds holding: 9791 (-6)

21% less capital invested

Capital invested by funds: $675M → $536M (-$139M)

32% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 41

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

56% less call options, than puts

Call options by funds: $258K | Put options by funds: $587K

Holders
91
Holders Change
-6
Holders Change %
-6.19%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
10
Increased
28
Reduced
41
Closed
15
Calls
$258K
Puts
$587K
Net Calls
-$329K
Net Calls Change
-$329K
Name Holding Trade Value Shares
Change
Change in
Stake
AP
26
Agilis Partners
Massachusetts
$4.34M
BCM
27
Brookstone Capital Management
Illinois
$4.24M +$920K +15,396 +27%
Jane Street
28
Jane Street
New York
$4.02M -$25M -417,496 -86%
PP
29
Prudential plc
United Kingdom
$3.64M +$1.66M +27,806 +81%
SMM
30
Stadion Money Management
Georgia
$3.14M +$368K +6,161 +13%
BTS
31
BB&T Securities
Virginia
$3.11M
SB
32
Suntrust Banks
Georgia
$2.82M -$224K -3,746 -7%
CIM
33
Confluence Investment Management
Missouri
$2.8M -$454K -7,592 -14%
VKH
34
Virtu KCG Holdings
New York
$2.03M +$2.07M +34,653 New
VFA
35
Voya Financial Advisors
Connecticut
$1.98M +$121K +2,022 +6%
Goldman Sachs
36
Goldman Sachs
New York
$1.75M +$1.78M +29,747 New
BIT
37
BlackRock Institutional Trust
California
$1.55M +$154K +2,582 +11%
PAG
38
Private Advisor Group
New Jersey
$1.55M -$1.2M -20,059 -44%
Citadel Advisors
39
Citadel Advisors
Florida
$1.33M +$1.35M +22,595 New
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$1.02M +$145K +2,431 +16%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$975K -$4.16M -69,504 -81%
US Bancorp
42
US Bancorp
Minnesota
$939K +$778K +13,016 +436%
AG
43
Advisor Group
Arizona
$918K -$3.67M -61,414 -80%
FAAS
44
First Allied Advisory Services
California
$847K +$222K +3,707 +35%
SS
45
Simplicity Solutions
Minnesota
$807K -$50K -837 -6%
WS
46
Wedbush Securities
California
$770K +$79.2K +1,325 +11%
Ameriprise
47
Ameriprise
Minnesota
$758K -$291K -4,862 -27%
CAM
48
Concorde Asset Management
Michigan
$690K -$25.9K -434 -4%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$669K -$34.3K -573 -5%
IPC
50
Independent Portfolio Consultants
Florida
$628K -$6.28K -105 -1%

IGLB Hedge Fund Activity: Q4 2016 in Review

91 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2016, worth a combined $536M — down 21% from $675M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IGLB and 10 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 28 added.

The largest buyer was Stifel Financial, adding an estimated $3.65M. The largest seller was Jane Street, cutting an estimated $25M.

  • 91 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2016, down from 97 in Q3 2016.
  • Funds reported $536M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2016, down 21% quarter-over-quarter.
  • 10 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2016 and 15 closed out, a net change of -5 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2016 was Stifel Financial, an estimated $3.65M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2016 was Jane Street, an estimated $25M sold.

Based on aggregated 13F filings for Q4 2016.