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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

81 hedge funds and large institutions have $484M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 18

44% more capital invested

Capital invested by funds: $336M → $484M (+$148M)

6.87% more ownership

Funds ownership: 57.61% → 64.48% (+6.9%)

0% more funds holding

Funds holding: 81 → 81 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
15
Increased
34
Reduced
18
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
K
Kemper
Illinois
+$60.5M
2
FWIA
Fort Washington Investment Advisors
Ohio
+$18.5M
3
BlackRock
BlackRock
New York
+$15.7M
4
Bank of America
Bank of America
North Carolina
+$14.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
TFS
Thoroughbred Financial Services
Tennessee
-$11.4M
2
Jane Street
Jane Street
New York
-$10.2M
3
CIM
Confluence Investment Management
Missouri
-$7.1M
4
LPL Financial
LPL Financial
California
-$6.24M
5
AssetMark Inc
AssetMark Inc
California
-$4.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$3.46M +$2.04M +35,180 +159%
ECM
27
ETrade Capital Management
Virginia
$3.45M +$2.04M +35,128 +159%
CIM
28
Confluence Investment Management
Missouri
$3.45M -$7.1M -122,582 -68%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$1.98M +$283K +4,884 +17%
RJA
30
Raymond James & Associates
Florida
$1.9M +$943K +16,270 +107%
VFA
31
Voya Financial Advisors
Connecticut
$1.7M +$963K +16,625 +144%
US Bancorp
32
US Bancorp
Minnesota
$1.61M +$729K +12,579 +89%
SB
33
Suntrust Banks
Georgia
$1.35M +$850K +14,677 +189%
AG
34
Advisor Group
Arizona
$1.05M +$77.7K +1,341 +8%
BTS
35
BB&T Securities
Virginia
$1.04M +$708K +12,221 +246%
Renaissance Technologies
36
Renaissance Technologies
New York
$1.01M +$261K +4,500 +37%
FAAS
37
First Allied Advisory Services
California
$879K +$58.3K +1,007 +7%
SAS
38
Sage Advisory Services
Texas
$788K +$344K +5,932 +83%
IWP
39
Icon Wealth Partners
Texas
$774K +$743K +12,822 New
BWM
40
BerganKDV Wealth Management
Minnesota
$731K +$695 +12 +0.1%
Betterment LLC
41
Betterment LLC
New York
$616K -$47.7K -823 -7%
PFA
42
Pinnacle Family Advisors
Missouri
$593K +$569K +9,823 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$491K -$213K -3,671 -31%
CAM
44
Concorde Asset Management
Michigan
$361K +$347K +5,986 New
CCA
45
Cobblestone Capital Advisors
New York
$328K -$579 -10 -0.2%
BEI
46
Benjamin Edwards Inc
Missouri
$320K +$307K +5,306 New
M&T Bank
47
M&T Bank
New York
$318K – – –
SSG
48
Summit Securities Group
New York
$302K +$290K +5,000 New
HTC
49
Haverford Trust Company
Pennsylvania
$254K – – –
CBU
50
CIBC Bank USA
Illinois
$253K +$243K +4,188 New
1
2
3 4

IGLB Hedge Fund Activity: Q1 2019 in Review

81 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2019, worth a combined $484M — up 44% from $336M a quarter earlier.

Fund positioning in IGLB was balanced in Q1 2019: 15 funds opened new positions, 15 closed out, 34 added to existing stakes and 18 trimmed.

The largest buyer was Kemper, opening a new position worth an estimated $60.5M. The largest seller was Thoroughbred Financial Services, exiting entirely with an estimated $11.4M sold.

  • 81 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $484M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2019, up 44% quarter-over-quarter.
  • 15 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2019 and 15 closed out, a net change of 0 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2019 was Kemper, an estimated $60.5M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2019 was Thoroughbred Financial Services, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2019.