We are live on ! Find out more
IGLB icon

iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

115 hedge funds and large institutions have $1.36B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 14

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

20% more funds holding

Funds holding: 96 → 115 (+19)

8% more capital invested

Capital invested by funds: $1.25B → $1.36B (+$106M)

1.52% less ownership

Funds ownership: 72.05% → 70.52% (-1.5%)

Holders
115
Holders Change
+19
Holders Change %
+19.79%
% of All Funds
2.27%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
30
Increased
52
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PP
Prudential plc
United Kingdom
+$91M
2
NAM
NorthCoast Asset Management
Connecticut
+$21.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.5M
4
KCMRT
Kemper Corp Master Retirement Trust
Illinois
+$9.89M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.57M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$47.5M
2
Ameriprise
Ameriprise
Minnesota
-$19.8M
3
Jane Street
Jane Street
New York
-$13.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$11.1M
5
NI
NYL Investors
New York
-$6.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
26
ETrade Capital Management
Virginia
$6.96M +$2.39M +36,085 +53%
UBS Group
27
UBS Group
Switzerland
$5.66M -$352K -5,314 -6%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$5.49M +$5.07M +76,447 +1,297%
LWA
29
Lineweaver Wealth Advisors
Ohio
$5.27M +$5.24M +79,083 New
US Bancorp
30
US Bancorp
Minnesota
$4.3M +$548K +8,260 +15%
Truist Financial
31
Truist Financial
North Carolina
$4.18M +$4.15M +62,665 New
CWA
32
Carolina Wealth Advisors
South Carolina
$4.01M +$3.99M +60,176 New
ASN
33
Advisory Services Network
Georgia
$3.64M +$3.61M +54,522 +389,443%
CIM
34
Confluence Investment Management
Missouri
$3.63M +$49.4K +745 +1%
RJA
35
Raymond James & Associates
Florida
$3.44M +$830K +12,519 +32%
B
36
Bailard
California
$3.26M +$45.5K +687 +1%
1NWS
37
1 North Wealth Services
Maryland
$2.96M +$211K +3,179 +8%
AP
38
Agilis Partners
Massachusetts
$2.88M -$2.48M -37,490 -46%
VFA
39
Voya Financial Advisors
Connecticut
$2.87M +$853K +12,862 +43%
IWS
40
Insight Wealth Strategies
California
$2.56M +$293K +4,418 +13%
AllianceBernstein
41
AllianceBernstein
Tennessee
$2.51M +$2.5M +37,703 New
Northern Trust
42
Northern Trust
Illinois
$2.31M +$183K +2,759 +9%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$1.97M +$57.3K +864 +3%
AG
44
Advisor Group
Arizona
$1.94M +$274K +4,140 +17%
CI
45
Conning Inc
Connecticut
$1.91M – – –
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.81M -$1.52M -22,922 -46%
SAS
47
Sage Advisory Services
Texas
$1.11M +$357K +5,382 +48%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$949K +$944K +14,235 New
FAAS
49
First Allied Advisory Services
California
$903K +$49.3K +744 +6%
PG
50
Patten Group
Tennessee
$837K +$533K +8,045 +178%
1
2
3 4 5

IGLB Hedge Fund Activity: Q4 2019 in Review

115 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2019, worth a combined $1.36B — up 8.4% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IGLB positions and 9 closed out — a net gain of 21 holders — while 52 added to existing stakes and 14 trimmed.

The largest buyer was Prudential plc, adding an estimated $91M. The largest seller was BlackRock, cutting an estimated $47.5M.

  • 115 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2019, up from 96 in Q3 2019.
  • Funds reported $1.36B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2019, up 8.4% quarter-over-quarter.
  • 30 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2019 and 9 closed out, a net change of +21 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2019 was Prudential plc, an estimated $91M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2019 was BlackRock, an estimated $47.5M sold.

Based on aggregated 13F filings for Q4 2019.