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iShares 10+ Year Investment Grade Corporate Bond ETF

83 hedge funds and large institutions have $531M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

64% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 22

19% more capital invested

Capital invested by funds: $447M → $531M (+$84M)

17% more funds holding

Funds holding: 7183 (+12)

1.84% more ownership

Funds ownership: 59.93%61.77% (+1.8%)

Holders
83
Holders Change
+12
Holders Change %
+16.9%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
19
Increased
36
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
51
First Allied Advisory Services
California
$539K +$73.5K +1,298 +17%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$519K +$252K +4,448 +103%
TFA
53
Transamerica Financial Advisors
Florida
$462K +$296K +5,236 +205%
TI
54
Truepoint Inc
Ohio
$379K +$56.6K +1,000 +19%
CBU
55
CIBC Bank USA
Illinois
$358K +$342K +6,042 New
CCFCSB
56
Cape Cod Five Cents Savings Bank
Massachusetts
$323K +$62.3K +1,100 +25%
RIA
57
Regal Investment Advisors
Michigan
$303K -$216K -3,824 -43%
ASN
58
Advisory Services Network
Georgia
$271K +$230K +4,071 +803%
AFP
59
Ausdal Financial Partners
Iowa
$219K +$3.23K +57 +2%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$216K +$206K +3,641 New
LFG
61
LifePlan Financial Group
Ohio
$214K -$7.81K -138 -4%
SFA
62
Sequoia Financial Advisors
Ohio
$209K +$200K +3,533 New
AIG
63
American International Group
New York
$207K -$162K -2,859 -45%
ACM
64
Argentus Capital Management
Texas
$138K +$127K +2,251 +2,923%
KT
65
Kanaly Trust
Texas
$102K
DADC
66
D.A. Davidson & Co
Montana
$80K
MFS
67
MSI Financial Services
Massachusetts
$57K -$30.1K -532 -36%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$52K -$8.49K -150 -15%
AIP
69
Ameritas Investment Partners
Nebraska
$34K
HNB
70
Huntington National Bank
Ohio
$34K
WTB
71
Washington Trust Bank
Washington
$33K +$30.8K +545 +5,450%
PFBT
72
Parkside Financial Bank & Trust
Missouri
$32K
DOA
73
D'Orazio & Associates
Virginia
$31K +$30.4K +537 New
GWM
74
Geneos Wealth Management
Colorado
$29K +$27.8K +491 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$21K +$20K +354 New

IGLB Hedge Fund Activity: Q1 2016 in Review

83 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 2016, worth a combined $531M — up 19% from $447M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IGLB positions and 7 closed out — a net gain of 12 holders — while 36 added to existing stakes and 22 trimmed.

The largest buyer was Conning Inc, opening a new position worth an estimated $20.8M. The largest seller was AssetMark Inc, cutting an estimated $9.4M.

  • 83 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2016, up from 71 in Q4 2015.
  • Funds reported $531M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2016, up 19% quarter-over-quarter.
  • 19 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2016 and 7 closed out, a net change of +12 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2016 was Conning Inc, an estimated $20.8M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2016 was AssetMark Inc, an estimated $9.4M sold.

Based on aggregated 13F filings for Q1 2016.