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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

112 hedge funds and large institutions have $1.27B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 24

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

1.18% less ownership

Funds ownership: 70.52% → 69.35% (-1.2%)

3% less funds holding

Funds holding: 115 → 112 (-3)

7% less capital invested

Capital invested by funds: $1.36B → $1.27B (-$92.4M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
112
Holders Change
-3
Holders Change %
-2.61%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
23
Increased
47
Reduced
24
Closed
19
Calls
$477K
Puts
–
Net Calls
+$477K
Net Calls Change
+$477K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$14.6M
2
KCMRT
Kemper Corp Master Retirement Trust
Illinois
+$13.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$13M
4
Bank of America
Bank of America
North Carolina
+$11.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.2M

Top Sellers

Rank Fund Capital Flow
1
K
Kemper
Illinois
-$69.7M
2
NAM
NorthCoast Asset Management
Connecticut
-$25.9M
3
Stifel Financial
Stifel Financial
Missouri
-$25.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$21.7M
5
BlackRock
BlackRock
New York
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$7.56M – – –
LPL Financial
27
LPL Financial
California
$6.49M -$611K -9,155 -8%
UBS Group
28
UBS Group
Switzerland
$6.24M +$877K +13,144 +15%
Truist Financial
29
Truist Financial
North Carolina
$5.51M +$1.6M +23,926 +38%
LWA
30
Lineweaver Wealth Advisors
Ohio
$5.07M +$44.5K +668 +0.8%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$4.37M -$907K -13,594 -17%
VFA
32
Voya Financial Advisors
Connecticut
$4.09M +$1.46M +21,858 +51%
Osaic Holdings
33
Osaic Holdings
Arizona
$3.96M +$4.15M +62,281 New
ASN
34
Advisory Services Network
Georgia
$3.6M +$139K +2,083 +4%
RJA
35
Raymond James & Associates
Florida
$3.59M +$320K +4,802 +9%
US Bancorp
36
US Bancorp
Minnesota
$3.06M -$1.1M -16,535 -26%
SAS
37
Sage Advisory Services
Texas
$2.94M +$1.98M +29,756 +179%
CIM
38
Confluence Investment Management
Missouri
$2.72M -$944K -14,160 -25%
CWA
39
Carolina Wealth Advisors
South Carolina
$2.72M -$1.17M -17,492 -29%
IWS
40
Insight Wealth Strategies
California
$2.68M +$249K +3,740 +10%
AllianceBernstein
41
AllianceBernstein
Tennessee
$2.4M – – –
CI
42
Conning Inc
Connecticut
$1.82M – – –
Betterment LLC
43
Betterment LLC
New York
$1.31M +$774K +11,603 +128%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.31M -$429K -6,434 -24%
CFGS
45
Concourse Financial Group Securities
Alabama
$1.3M +$1.3M +19,530 +1,975%
SI
46
Stephens Inc
Arkansas
$1.26M +$1.33M +19,873 New
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$1.16M +$1.22M +18,300 New
Nomura Asset Management
48
Nomura Asset Management
Japan
$1.11M +$1.16M +17,450 New
FAAS
49
First Allied Advisory Services
California
$1.01M +$156K +2,333 +17%
SS
50
Simplicity Solutions
Minnesota
$895K +$229K +3,428 +32%
1
2
3 4 5

IGLB Hedge Fund Activity: Q1 2020 in Review

112 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2020, worth a combined $1.27B — down 6.8% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IGLB positions and 19 closed out — a net gain of 4 holders — while 47 added to existing stakes and 24 trimmed.

The largest buyer was Jane Street, adding an estimated $14.6M. The largest seller was Kemper, exiting entirely with an estimated $69.7M sold.

  • 112 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2020, down from 115 in Q4 2019.
  • Funds reported $1.27B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2020, down 6.8% quarter-over-quarter.
  • 23 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2020 and 19 closed out, a net change of +4 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $14.6M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2020 was Kemper, an estimated $69.7M sold.

Based on aggregated 13F filings for Q1 2020.