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iShares 10+ Year Investment Grade Corporate Bond ETF

82 hedge funds and large institutions have $489M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $298K | Put options by funds: $217K

0.16% more ownership

Funds ownership: 58.41%58.57% (+0.16%)

4% less funds holding

Funds holding: 8582 (-3)

6% less capital invested

Capital invested by funds: $519M → $489M (-$30.5M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

12% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 33

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
82
Holders Change
-3
Holders Change %
-3.53%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
9
Increased
29
Reduced
33
Closed
10
Calls
$298K
Puts
$217K
Net Calls
+$81K
Net Calls Change
-$702K
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
26
Voya Financial Advisors
Connecticut
$2.88M +$185K +3,000 +7%
SB
27
Suntrust Banks
Georgia
$2.76M -$148K -2,403 -5%
Stifel Financial
28
Stifel Financial
Missouri
$1.35M -$16.4M -266,047 -92%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$1.12M +$77K +1,246 +7%
US Bancorp
30
US Bancorp
Minnesota
$1.08M +$412K +6,672 +62%
BTS
31
BB&T Securities
Virginia
$995K -$96.4K -1,560 -9%
FAAS
32
First Allied Advisory Services
California
$946K +$43.1K +698 +5%
BTIS
33
BB&T Investment Services
North Carolina
$916K +$53.4K +865 +6%
AG
34
Advisor Group
Arizona
$901K +$84K +1,360 +10%
WS
35
Wedbush Securities
California
$897K +$112K +1,805 +14%
SG Americas Securities
36
SG Americas Securities
New York
$852K +$674K +10,903 +386%
SS
37
Simplicity Solutions
Minnesota
$724K -$84.4K -1,366 -10%
CAM
38
Concorde Asset Management
Michigan
$669K -$60.9K -985 -8%
OMC
39
Old Mission Capital
Illinois
$539K +$537K +8,693 New
OAM
40
Oppenheimer Asset Management
New York
$536K +$1.85K +30 +0.3%
TU
41
TDAM USA
Ontario, Canada
$441K -$40.2K -650 -8%
BCM
42
Bluefin Capital Management
New York
$431K +$122K +1,975 +40%
CAN
43
Cetera Advisor Networks
California
$372K -$8.9K -144 -2%
HighTower Advisors
44
HighTower Advisors
Illinois
$347K -$18K -292 -5%
VF
45
Virtu Financial
New York
$346K +$344K +5,573 New
CA
46
Cetera Advisors
Colorado
$343K +$9.14K +148 +3%
SWP
47
Stratos Wealth Partners
Ohio
$340K +$339K +5,483 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$331K +$2.1K +34 +0.6%
BWM
49
BerganKDV Wealth Management
Minnesota
$319K +$318K +5,144 New
JP Morgan Chase
50
JP Morgan Chase
New York
$300K -$124 -2 -0%

IGLB Hedge Fund Activity: Q3 2017 in Review

82 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 Q3 2017, worth a combined $489M — down 5.9% from $519M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of IGLB and 9 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 29 added.

The largest buyer was Jane Street, opening a new position worth an estimated $9.56M. The largest seller was Sage Advisory Services, cutting an estimated $16.6M.

  • 82 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2017, down from 85 in Q2 2017.
  • Funds reported $489M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2017, down 5.9% quarter-over-quarter.
  • 9 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2017 and 10 closed out, a net change of -1 holder.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2017 was Jane Street, an estimated $9.56M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2017 was Sage Advisory Services, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2017.