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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

92 hedge funds and large institutions have $693M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

43% more capital invested

Capital invested by funds: $484M → $693M (+$210M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more funds holding

Funds holding: 81 → 92 (+11)

0.75% more ownership

Funds ownership: 64.48% → 65.23% (+0.75%)

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
19
Increased
34
Reduced
22
Closed
7
Calls
$504K
Puts
–
Net Calls
+$504K
Net Calls Change
+$504K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$113M
2
JP Morgan Chase
JP Morgan Chase
New York
+$31M
3
BlackRock
BlackRock
New York
+$11.7M
4
TFS
Thoroughbred Financial Services
Tennessee
+$10.5M
5
Wells Fargo
Wells Fargo
California
+$6.96M

Top Sellers

Rank Fund Capital Flow
1
CI
Conning Inc
Connecticut
-$11.3M
2
WI
WBI Investments
New Jersey
-$8.87M
3
NAM
NorthCoast Asset Management
Connecticut
-$5.15M
4
Northern Trust
Northern Trust
Illinois
-$3.27M
5
Morgan Stanley
Morgan Stanley
New York
-$3.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$4.07M +$396K +6,515 +11%
ECM
27
ETrade Capital Management
Virginia
$4.04M +$377K +6,199 +11%
CIM
28
Confluence Investment Management
Missouri
$3.63M -$14.3K -235 -0.4%
OMC
29
Old Mission Capital
Illinois
$2.38M +$2.27M +37,382 New
RJA
30
Raymond James & Associates
Florida
$2.23M +$213K +3,502 +11%
Northern Trust
31
Northern Trust
Illinois
$2.15M -$3.27M -53,769 -61%
VFA
32
Voya Financial Advisors
Connecticut
$2.08M +$274K +4,506 +16%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$2.08M -$16K -263 -0.8%
US Bancorp
34
US Bancorp
Minnesota
$1.97M +$250K +4,115 +15%
CI
35
Conning Inc
Connecticut
$1.82M -$11.3M -185,847 -87%
B
36
Bailard
California
$1.81M +$1.73M +28,430 New
SB
37
Suntrust Banks
Georgia
$1.71M +$265K +4,356 +19%
IWP
38
Icon Wealth Partners
Texas
$1.47M +$622K +10,224 +80%
Jane Street
39
Jane Street
New York
$1.25M +$1.19M +19,538 New
BTS
40
BB&T Securities
Virginia
$1.21M +$107K +1,759 +10%
AG
41
Advisor Group
Arizona
$1.18M +$60.5K +995 +6%
FAAS
42
First Allied Advisory Services
California
$924K -$669 -11 -0.1%
BWM
43
BerganKDV Wealth Management
Minnesota
$786K +$13.7K +225 +2%
SAS
44
Sage Advisory Services
Texas
$752K -$76.1K -1,251 -10%
PFA
45
Pinnacle Family Advisors
Missouri
$638K +$10.9K +180 +2%
Betterment LLC
46
Betterment LLC
New York
$572K -$74.4K -1,223 -12%
SS
47
Simplicity Solutions
Minnesota
$484K +$461K +7,586 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$453K -$63.5K -1,044 -13%
CAM
49
Concorde Asset Management
Michigan
$421K +$38K +624 +10%
PAG
50
Private Advisory Group
Washington
$384K +$366K +6,020 New
1
2
3 4

IGLB Hedge Fund Activity: Q2 2019 in Review

92 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2019, worth a combined $693M — up 43% from $484M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IGLB positions and 7 closed out — a net gain of 12 holders — while 34 added to existing stakes and 22 trimmed.

The largest buyer was Ameriprise, adding an estimated $113M. The largest seller was Conning Inc, cutting an estimated $11.3M.

  • 92 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2019, up from 81 in Q1 2019.
  • Funds reported $693M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2019, up 43% quarter-over-quarter.
  • 19 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2019 and 7 closed out, a net change of +12 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2019 was Ameriprise, an estimated $113M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2019 was Conning Inc, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2019.