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iShares 10+ Year Investment Grade Corporate Bond ETF

78 hedge funds and large institutions have $589M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

207% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 14

34% more capital invested

Capital invested by funds: $439M → $589M (+$150M)

16% more funds holding

Funds holding: 6778 (+11)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.59% less ownership

Funds ownership: 63.66%63.07% (-0.59%)

Holders
78
Holders Change
+11
Holders Change %
+16.42%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
17
Increased
43
Reduced
14
Closed
5
Calls
$413K
Puts
Net Calls
+$413K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$452K +$453K +7,227 New
WS
52
Wedbush Securities
California
$439K +$439K +7,005 New
DC
53
Davenport & Co
Virginia
$385K +$22.2K +355 +6%
CAM
54
Concorde Asset Management
Michigan
$373K +$373K +5,962 New
CBU
55
CIBC Bank USA
Illinois
$369K +$368K +5,882 New
VKH
56
Virtu KCG Holdings
New York
$357K -$427K -6,811 -54%
GC
57
Guggenheim Capital
Illinois
$356K -$72K -1,150 -17%
Goldman Sachs
58
Goldman Sachs
New York
$335K +$335K +5,349 New
HI
59
Horizon Investments
North Carolina
$312K +$22.8K +364 +8%
FFS
60
Founders Financial Securities
Maryland
$307K +$17.7K +283 +6%
RIA
61
Regal Investment Advisors
Michigan
$283K +$284K +4,528 New
Millennium Management
62
Millennium Management
New York
$234K +$235K +3,745 New
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$210K +$195K +3,110 +1,296%
CA
64
Cetera Advisors
Colorado
$203K +$205K +3,271 New
KT
65
Kanaly Trust
Texas
$99K +$57.4K +917 +136%
DADC
66
D.A. Davidson & Co
Montana
$98K +$43.7K +698 +79%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$64K -$30.3M -484,070 -100%
AIP
68
Ameritas Investment Partners
Nebraska
$36K -$1.57K -25 -4%
HNB
69
Huntington National Bank
Ohio
$34K +$34.4K +550 New
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$31K -$11.5K -183 -27%
HI
71
Hudock Inc
Pennsylvania
$27K
MFS
72
MSI Financial Services
Massachusetts
$27K +$16.9K +270 +162%
US Bancorp
73
US Bancorp
Minnesota
$21K -$10.5K -167 -33%
WA
74
WFG Advisors
Texas
$12K -$1.57K -25 -12%
Creative Planning
75
Creative Planning
Kansas
$9K

IGLB Hedge Fund Activity: Q1 2015 in Review

78 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2015, worth a combined $589M — up 34% from $439M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IGLB positions and 5 closed out — a net gain of 12 holders — while 43 added to existing stakes and 14 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $19.2M. The largest seller was Bank of Montreal, cutting an estimated $30.3M.

  • 78 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2015, up from 67 in Q4 2014.
  • Funds reported $589M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2015, up 34% quarter-over-quarter.
  • 17 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2015 and 5 closed out, a net change of +12 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2015 was PNC Financial Services Group, an estimated $19.2M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2015 was Bank of Montreal, an estimated $30.3M sold.

Based on aggregated 13F filings for Q1 2015.