We are live on ! Find out more
IGLB icon

iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

71 hedge funds and large institutions have $447M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 19

2% less capital invested

Capital invested by funds: $458M → $447M (-$11.1M)

1.88% less ownership

Funds ownership: 61.81% → 59.93% (-1.9%)

4% less funds holding

Funds holding: 74 → 71 (-3)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
11
Increased
35
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FA
FDx Advisors
Illinois
+$19.2M
2
BlackRock
BlackRock
New York
+$9.3M
3
Wells Fargo
Wells Fargo
California
+$8.25M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.39M
5
SAS
Sage Advisory Services
Texas
+$5.81M

Top Sellers

Rank Fund Capital Flow
1
BIM
BlackRock Investment Management
Delaware
-$24M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$20.8M
3
UBS Group
UBS Group
Switzerland
-$6.48M
4
Goldman Sachs
Goldman Sachs
New York
-$5.63M
5
KeyBank National Association
KeyBank National Association
Ohio
-$4.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
51
LifePlan Financial Group
Ohio
$209K -$18.3K -322 -8%
AFP
52
Ausdal Financial Partners
Iowa
$203K +$207K +3,644 New
TFA
53
Transamerica Financial Advisors
Florida
$143K +$71.1K +1,251 +96%
KT
54
Kanaly Trust
Texas
$96K +$24.1K +424 +33%
MFS
55
MSI Financial Services
Massachusetts
$83K +$84.8K +1,493 New
DADC
56
D.A. Davidson & Co
Montana
$75K +$11K +194 +17%
IA
57
IFP Advisors
Florida
$60K +$61.1K +1,076 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$57K – – –
AIP
59
Ameritas Investment Partners
Nebraska
$32K – – –
HNB
60
Huntington National Bank
Ohio
$31K – – –
PFBT
61
Parkside Financial Bank & Trust
Missouri
$30K +$3.69K +65 +14%
ASN
62
Advisory Services Network
Georgia
$28K +$28.8K +507 New
CAL
63
Capital Advisors Ltd
Ohio
$17K +$17K +300 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$16K -$20.8M -366,516 -100%
AIA
65
Allegis Investment Advisors
Idaho
$14K +$14.3K +251 New
WA
66
WFG Advisors
Texas
$10K +$2.27K +40 +30%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$9K – – –
US Bancorp
68
US Bancorp
Minnesota
$5K – – –
ACM
69
Argentus Capital Management
Texas
$4K -$5.06K -89 -54%
CFA
70
Carroll Financial Associates
North Carolina
$2K – – –
WTB
71
Washington Trust Bank
Washington
$1K +$568 +10 New
Goldman Sachs
72
Goldman Sachs
New York
– -$5.63M -98,802 Closed
SCM
73
Saba Capital Management
New York
– -$2.27M -39,817 Closed
RJFSA
74
Raymond James Financial Services Advisors
Florida
– -$657K -11,523 Closed
CBU
75
CIBC Bank USA
Illinois
– -$340K -5,959 Closed
1 2
3
4

IGLB Hedge Fund Activity: Q4 2015 in Review

71 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2015, worth a combined $447M — down 2.4% from $458M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IGLB and 11 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 35 added.

The largest buyer was FDx Advisors, adding an estimated $19.2M. The largest seller was BlackRock Investment Management, cutting an estimated $24M.

  • 71 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2015, down from 74 in Q3 2015.
  • Funds reported $447M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2015, down 2.4% quarter-over-quarter.
  • 11 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2015 and 13 closed out, a net change of -2 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2015 was FDx Advisors, an estimated $19.2M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2015 was BlackRock Investment Management, an estimated $24M sold.

Based on aggregated 13F filings for Q4 2015.