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iShares 10+ Year Investment Grade Corporate Bond ETF

85 hedge funds and large institutions have $519M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $259K

4% more capital invested

Capital invested by funds: $501M → $519M (+$17.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.63% less ownership

Funds ownership: 61.05%58.41% (-2.6%)

6% less funds holding

Funds holding: 9085 (-5)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
85
Holders Change
-5
Holders Change %
-5.56%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
28
Reduced
33
Closed
14
Calls
$1.04M
Puts
$259K
Net Calls
+$783K
Net Calls Change
-$171K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$3.13M +$1.88M +31,055 +158%
SB
27
Suntrust Banks
Georgia
$2.89M -$290K -4,781 -9%
CIM
28
Confluence Investment Management
Missouri
$2.79M +$249K +4,116 +10%
UCFA
29
United Capital Financial Advisors
Texas
$2.7M +$146K +2,414 New
VFA
30
Voya Financial Advisors
Connecticut
$2.68M +$304K +5,023 +13%
BTS
31
BB&T Securities
Virginia
$1.08M -$251K -4,148 -19%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$1.03M +$32K +528 +3%
FAAS
33
First Allied Advisory Services
California
$895K -$56.8K -938 -6%
BTIS
34
BB&T Investment Services
North Carolina
$860K +$171K +2,824 +26%
AG
35
Advisor Group
Arizona
$811K -$69K -1,139 -8%
SS
36
Simplicity Solutions
Minnesota
$804K -$112K -1,849 -12%
WS
37
Wedbush Securities
California
$779K -$127K -2,095 -14%
CAM
38
Concorde Asset Management
Michigan
$726K -$99.2K -1,638 -12%
US Bancorp
39
US Bancorp
Minnesota
$666K +$147K +2,423 +29%
ICOA
40
Investment Centers of America
North Dakota
$593K +$116K +1,913 +25%
PAG
41
Private Advisor Group
New Jersey
$586K +$8.66K +143 +2%
OAM
42
Oppenheimer Asset Management
New York
$531K -$12.5K -206 -2%
TU
43
TDAM USA
Ontario, Canada
$478K +$81.8K +1,350 +21%
IPC
44
Independent Portfolio Consultants
Florida
$379K -$186K -3,063 -33%
CAN
45
Cetera Advisor Networks
California
$375K -$15.2K -251 -4%
HighTower Advisors
46
HighTower Advisors
Illinois
$363K +$357K +5,891 New
PAS
47
Park Avenue Securities
New York
$349K +$370K +6,101 New
VC
48
Vicus Capital
Pennsylvania
$348K +$3.45K +57 +1%
CA
49
Cetera Advisors
Colorado
$331K -$27.3K -450 -8%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$327K +$321K +5,304 New

IGLB Hedge Fund Activity: Q2 2017 in Review

85 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2017, worth a combined $519M — up 3.6% from $501M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IGLB and 10 opened new positions — a net loss of 4 holders — while 33 trimmed existing stakes and 28 added.

The largest buyer was WBI Investments, adding an estimated $7.95M. The largest seller was CLA (CliftonLarsonAllen) Wealth Advisors, exiting entirely with an estimated $5.39M sold.

  • 85 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2017, down from 90 in Q1 2017.
  • Funds reported $519M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2017, up 3.6% quarter-over-quarter.
  • 10 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2017 and 14 closed out, a net change of -4 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2017 was WBI Investments, an estimated $7.95M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2017 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $5.39M sold.

Based on aggregated 13F filings for Q2 2017.