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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

81 hedge funds and large institutions have $336M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

9% more funds holding

Funds holding: 74 → 81 (+7)

1% less capital invested

Capital invested by funds: $340M → $336M (-$4.08M)

1.99% less ownership

Funds ownership: 59.6% → 57.61% (-2%)

36% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 28

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
24
Increased
18
Reduced
28
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$18.4M
2
Jane Street
Jane Street
New York
+$10.2M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$6.57M
4
AP
Agilis Partners
Massachusetts
+$4.64M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.51M

Top Sellers

Rank Fund Capital Flow
1
NAM
NorthCoast Asset Management
Connecticut
-$22.6M
2
FWIA
Fort Washington Investment Advisors
Ohio
-$17.9M
3
NI
NYL Investors
New York
-$7.87M
4
BlackRock
BlackRock
New York
-$7.2M
5
AssetMark Inc
AssetMark Inc
California
-$6.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.46M +$98K +1,748 +7%
ECM
27
ETrade Capital Management
Virginia
$1.25M +$25.2K +449 +2%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.24M +$25.1K +448 +2%
AG
29
Advisor Group
Arizona
$908K +$29.7K +530 +3%
RJA
30
Raymond James & Associates
Florida
$856K -$172K -3,070 -17%
US Bancorp
31
US Bancorp
Minnesota
$796K -$158K -2,813 -17%
CL
32
Cabana LLC
Arkansas
$783K +$780K +13,903 New
FAAS
33
First Allied Advisory Services
California
$762K -$36K -642 -5%
Renaissance Technologies
34
Renaissance Technologies
New York
$692K +$409K +7,300 +146%
BWM
35
BerganKDV Wealth Management
Minnesota
$681K +$7.74K +138 +1%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$665K -$539K -9,607 -45%
VFA
37
Voya Financial Advisors
Connecticut
$647K -$48K -856 -7%
Betterment LLC
38
Betterment LLC
New York
$621K -$94.2K -1,680 -13%
SG Americas Securities
39
SG Americas Securities
New York
$576K +$573K +10,226 New
SB
40
Suntrust Banks
Georgia
$437K -$55.7K -994 -11%
SAS
41
Sage Advisory Services
Texas
$401K +$67.9K +1,210 +20%
FIA
42
Foundations Investment Advisors
Arizona
$358K +$345K +6,153 New
OAM
43
Oxford Asset Management
United Kingdom
$344K +$342K +6,102 New
CCA
44
Cobblestone Capital Advisors
New York
$307K -$157K -2,805 -34%
M&T Bank
45
M&T Bank
New York
$296K +$296K +5,270 New
BTS
46
BB&T Securities
Virginia
$279K -$17K -303 -6%
HTC
47
Haverford Trust Company
Pennsylvania
$237K – – –
TSS
48
Two Sigma Securities
New York
$231K +$231K +4,111 New
CAN
49
Cetera Advisor Networks
California
$222K -$34.5K -616 -14%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$204K +$785 +14 +0.4%
1
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IGLB Hedge Fund Activity: Q4 2018 in Review

81 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2018, worth a combined $336M — down 1.2% from $340M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IGLB positions and 17 closed out — a net gain of 7 holders — while 18 added to existing stakes and 28 trimmed.

The largest buyer was Stifel Financial, adding an estimated $18.4M. The largest seller was NorthCoast Asset Management, cutting an estimated $22.6M.

  • 81 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2018, up from 74 in Q3 2018.
  • Funds reported $336M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2018, down 1.2% quarter-over-quarter.
  • 24 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2018 and 17 closed out, a net change of +7 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2018 was Stifel Financial, an estimated $18.4M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2018 was NorthCoast Asset Management, an estimated $22.6M sold.

Based on aggregated 13F filings for Q4 2018.