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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

74 hedge funds and large institutions have $340M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

35% more capital invested

Capital invested by funds: $251M → $340M (+$88.3M)

16.3% more ownership

Funds ownership: 43.3% → 59.6% (+16%)

9% more funds holding

Funds holding: 68 → 74 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $256K

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
26
Reduced
13
Closed
13
Calls
–
Puts
$256K
Net Calls
-$256K
Net Calls Change
+$391K

Top Buyers

Rank Fund Capital Flow
1
NAM
NorthCoast Asset Management
Connecticut
+$41.9M
2
FWIA
Fort Washington Investment Advisors
Ohio
+$18.6M
3
AssetMark Inc
AssetMark Inc
California
+$17.5M
4
CIM
Confluence Investment Management
Missouri
+$7.28M
5
BlackRock
BlackRock
New York
+$7.26M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$10.5M
2
AP
Agilis Partners
Massachusetts
-$3.21M
3
Bank of America
Bank of America
North Carolina
-$2.94M
4
VF
Virtu Financial
New York
-$2.05M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$1.06M +$534K +9,130 +100%
US Bancorp
27
US Bancorp
Minnesota
$988K +$74.5K +1,274 +8%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$940K +$943K +16,134 New
AG
29
Advisor Group
Arizona
$910K +$161K +2,763 +22%
FAAS
30
First Allied Advisory Services
California
$831K +$11K +189 +1%
Betterment LLC
31
Betterment LLC
New York
$740K +$42.3K +724 +6%
VFA
32
Voya Financial Advisors
Connecticut
$722K +$724K +12,396 New
BWM
33
BerganKDV Wealth Management
Minnesota
$697K +$54.3K +929 +8%
SB
34
Suntrust Banks
Georgia
$511K +$512K +8,761 New
CCA
35
Cobblestone Capital Advisors
New York
$481K +$76K +1,300 +19%
FHA
36
Flagship Harbor Advisors
Massachusetts
$373K -$1.93K -33 -0.5%
SAS
37
Sage Advisory Services
Texas
$344K +$346K +5,917 New
BTS
38
BB&T Securities
Virginia
$306K +$308K +5,265 New
Renaissance Technologies
39
Renaissance Technologies
New York
$291K -$871K -14,900 -75%
CWM
40
Cornerstone Wealth Management
Missouri
$285K +$232K +3,971 +29%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$276K -$16K -274 -5%
LFA
42
Legacy Financial Advisors
Kentucky
$274K – – –
CAN
43
Cetera Advisor Networks
California
$269K +$1.93K +33 +0.7%
HTC
44
Haverford Trust Company
Pennsylvania
$245K – – –
PAG
45
Private Advisor Group
New Jersey
$244K +$245K +4,193 New
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$211K +$212K +3,626 New
IA
47
IFP Advisors
Florida
$148K +$35.6K +609 +31%
AAM
48
Advisors Asset Management
Colorado
$128K +$79.7K +1,364 +164%
LFG
49
LifePlan Financial Group
Ohio
$121K -$4.03K -69 -3%
SFSIG
50
San Francisco Sentry Investment Group
California
$99K – – –
1
2
3 4

IGLB Hedge Fund Activity: Q3 2018 in Review

74 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2018, worth a combined $340M — up 35% from $251M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IGLB positions and 13 closed out — a net gain of 6 holders — while 26 added to existing stakes and 13 trimmed.

The largest buyer was NorthCoast Asset Management, adding an estimated $41.9M. The largest seller was Jane Street, exiting entirely with an estimated $10.5M sold.

  • 74 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2018, up from 68 in Q2 2018.
  • Funds reported $340M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2018, up 35% quarter-over-quarter.
  • 19 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2018 and 13 closed out, a net change of +6 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2018 was NorthCoast Asset Management, an estimated $41.9M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2018 was Jane Street, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2018.