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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

96 hedge funds and large institutions have $1.25B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $693M → $1.25B (+$559M)

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

6.82% more ownership

Funds ownership: 65.23% → 72.05% (+6.8%)

4% more funds holding

Funds holding: 92 → 96 (+4)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
2.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
31
Reduced
33
Closed
11
Calls
$247K
Puts
–
Net Calls
+$247K
Net Calls Change
-$257K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$176M
2
PP
Prudential plc
United Kingdom
+$175M
3
Ameriprise
Ameriprise
Minnesota
+$95.8M
4
KCMRT
Kemper Corp Master Retirement Trust
Illinois
+$32.2M
5
Jane Street
Jane Street
New York
+$31.2M

Top Sellers

Rank Fund Capital Flow
1
TFS
Thoroughbred Financial Services
Tennessee
-$14.9M
2
AssetMark Inc
AssetMark Inc
California
-$12.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.62M
4
KeyBank National Association
KeyBank National Association
Ohio
-$3.44M
5
FA
FDx Advisors
Illinois
-$3.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
26
Agilis Partners
Massachusetts
$5.38M +$206K +3,150 +4%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$4.56M +$307K +4,698 +7%
ECM
28
ETrade Capital Management
Virginia
$4.55M +$314K +4,804 +8%
US Bancorp
29
US Bancorp
Minnesota
$3.75M +$1.67M +25,478 +83%
CIM
30
Confluence Investment Management
Missouri
$3.74M -$48.7K -745 -1%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$3.33M +$3.06M +46,830 +1,471%
B
32
Bailard
California
$3.21M +$1.29M +19,773 +70%
1NWS
33
1 North Wealth Services
Maryland
$2.75M +$2.7M +41,278 New
RJA
34
Raymond James & Associates
Florida
$2.61M +$273K +4,181 +12%
IWS
35
Insight Wealth Strategies
California
$2.27M +$1.89M +28,827 +557%
Northern Trust
36
Northern Trust
Illinois
$2.13M -$114K -1,738 -5%
VFA
37
Voya Financial Advisors
Connecticut
$1.99M -$176K -2,687 -8%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$1.92M -$248K -3,793 -12%
CI
39
Conning Inc
Connecticut
$1.9M – – –
SB
40
Suntrust Banks
Georgia
$1.76M -$25K -383 -1%
AG
41
Advisor Group
Arizona
$1.66M +$424K +6,487 +35%
BTS
42
BB&T Securities
Virginia
$1.19M -$71.1K -1,087 -6%
FAAS
43
First Allied Advisory Services
California
$845K -$111K -1,692 -12%
SAS
44
Sage Advisory Services
Texas
$747K -$38.4K -587 -5%
PFA
45
Pinnacle Family Advisors
Missouri
$703K +$35.4K +541 +5%
Betterment LLC
46
Betterment LLC
New York
$572K – – –
CBU
47
CIBC Bank USA
Illinois
$509K +$227K +3,464 +83%
SS
48
Simplicity Solutions
Minnesota
$484K -$21.4K -328 -4%
PAG
49
Private Advisory Group
Washington
$452K +$50.4K +770 +13%
CAM
50
Concorde Asset Management
Michigan
$415K -$25.4K -388 -6%
1
2
3 4 5

IGLB Hedge Fund Activity: Q3 2019 in Review

96 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2019, worth a combined $1.25B — up 81% from $693M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IGLB positions and 11 closed out — a net gain of 4 holders — while 31 added to existing stakes and 33 trimmed.

The largest buyer was BlackRock, adding an estimated $176M. The largest seller was Thoroughbred Financial Services, exiting entirely with an estimated $14.9M sold.

  • 96 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2019, up from 92 in Q2 2019.
  • Funds reported $1.25B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2019, up 81% quarter-over-quarter.
  • 15 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2019 and 11 closed out, a net change of +4 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2019 was BlackRock, an estimated $176M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2019 was Thoroughbred Financial Services, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2019.