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iShares 10+ Year Investment Grade Corporate Bond ETF

74 hedge funds and large institutions have $458M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

4% more funds holding

Funds holding: 7174 (+3)

0.02% more ownership

Funds ownership: 61.79%61.81% (+0.02%)

0% less capital invested

Capital invested by funds: $459M → $458M (-$916K)

31% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 35

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
24
Reduced
35
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
51
LifePlan Financial Group
Ohio
$232K -$598K -10,446 -72%
RIA
52
Regal Investment Advisors
Michigan
$230K
PAS
53
Park Avenue Securities
New York
$230K +$231K +4,038 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$221K -$462K -8,065 -68%
PPA
55
Parametric Portfolio Associates
Washington
$214K -$1.06M -18,577 -83%
AIG
56
American International Group
New York
$210K -$57.8K -1,009 -22%
GC
57
Guggenheim Capital
Illinois
$209K -$47.5K -829 -18%
TFA
58
Transamerica Financial Advisors
Florida
$75K +$63.3K +1,106 +567%
KT
59
Kanaly Trust
Texas
$74K -$14.4K -251 -16%
DADC
60
D.A. Davidson & Co
Montana
$66K -$27.2K -475 -29%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$58K +$1.15K +20 +2%
CCS
62
Crosspoint Capital Strategies
California
$50K +$50.2K +877 New
AIP
63
Ameritas Investment Partners
Nebraska
$33K
HNB
64
Huntington National Bank
Ohio
$31K
PFBT
65
Parkside Financial Bank & Trust
Missouri
$27K +$27.1K +473 New
Creative Planning
66
Creative Planning
Kansas
$22K +$21.8K +380 New
Citigroup
67
Citigroup
New York
$12K +$57 +1 +0.5%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$10K -$111K -1,945 -92%
ACM
69
Argentus Capital Management
Texas
$9K +$9.5K +166 New
WA
70
WFG Advisors
Texas
$8K
TWA
71
TCI Wealth Advisors
Arizona
$6K
US Bancorp
72
US Bancorp
Minnesota
$5K -$27.9K -488 -84%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.32K +58 New
CFA
74
Carroll Financial Associates
North Carolina
$2K
Jane Street
75
Jane Street
New York
-$7.74M -135,398 Closed

IGLB Hedge Fund Activity: Q3 2015 in Review

74 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2015, worth a combined $458M — down 0.2% from $459M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IGLB positions and 5 closed out — a net gain of 4 holders — while 24 added to existing stakes and 35 trimmed.

The largest buyer was WBI Investments, opening a new position worth an estimated $16.8M. The largest seller was FDx Advisors, cutting an estimated $14.4M.

  • 74 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2015, up from 71 in Q2 2015.
  • Funds reported $458M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2015, down 0.2% quarter-over-quarter.
  • 9 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2015 and 5 closed out, a net change of +4 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2015 was WBI Investments, an estimated $16.8M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2015 was FDx Advisors, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2015.