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iShares 10+ Year Investment Grade Corporate Bond ETF

98 hedge funds and large institutions have $616M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

18% more funds holding

Funds holding: 8398 (+15)

16% more capital invested

Capital invested by funds: $531M → $616M (+$85M)

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.47% less ownership

Funds ownership: 61.77%60.3% (-1.5%)

Holders
98
Holders Change
+15
Holders Change %
+18.07%
% of All Funds
2.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
22
Increased
33
Reduced
32
Closed
7
Calls
$345K
Puts
Net Calls
+$345K
Net Calls Change
+$345K
Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
51
Mariner Independent Advisor Network
Kansas
$701K +$676K +11,189 New
IPC
52
Independent Portfolio Consultants
Florida
$690K -$42.3K -700 -6%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$683K +$130K +2,155 +25%
FAAS
54
First Allied Advisory Services
California
$647K +$66.7K +1,103 +12%
Neuberger Berman Group
55
Neuberger Berman Group
New York
$524K -$335K -5,540 -40%
TFA
56
Transamerica Financial Advisors
Florida
$485K -$3.02K -50 -0.6%
SCA
57
Snowden Capital Advisors
New York
$455K +$439K +7,268 New
UCFA
58
United Capital Financial Advisors
Texas
$450K -$1.03M -17,009 -70%
IA
59
IFP Advisors
Florida
$444K +$426K +7,040 +14,979%
RBC
60
Ronald Blue & Co
Georgia
$416K +$402K +6,645 New
VKH
61
Virtu KCG Holdings
New York
$409K +$395K +6,536 New
CA
62
Cetera Advisors
Colorado
$403K +$389K +6,429 New
TI
63
Truepoint Inc
Ohio
$401K
CBU
64
CIBC Bank USA
Illinois
$339K -$38.2K -632 -10%
RIA
65
Regal Investment Advisors
Michigan
$329K +$8.83K +146 +3%
CAN
66
Cetera Advisor Networks
California
$306K +$295K +4,874 New
CCFCSB
67
Cape Cod Five Cents Savings Bank
Massachusetts
$297K -$42.6K -705 -13%
BCM
68
Bluefin Capital Management
New York
$282K +$272K +4,500 New
Allianz Asset Management
69
Allianz Asset Management
Germany
$251K +$242K +4,000 New
HTC
70
Haverford Trust Company
Pennsylvania
$251K +$242K +4,000 New
Comerica Bank
71
Comerica Bank
Texas
$241K +$229K +3,794 New
SFA
72
Sequoia Financial Advisors
Ohio
$221K
ASN
73
Advisory Services Network
Georgia
$217K -$67.5K -1,117 -24%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$212K -$15.7K -260 -7%
LFG
75
LifePlan Financial Group
Ohio
$212K -$13.7K -226 -6%

IGLB Hedge Fund Activity: Q2 2016 in Review

98 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2016, worth a combined $616M — up 16% from $531M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IGLB positions and 7 closed out — a net gain of 15 holders — while 33 added to existing stakes and 32 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $20.4M. The largest seller was Wells Fargo, cutting an estimated $5.16M.

  • 98 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2016, up from 83 in Q1 2016.
  • Funds reported $616M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2016, up 16% quarter-over-quarter.
  • 22 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2016 and 7 closed out, a net change of +15 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2016 was AssetMark Inc, an estimated $20.4M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2016 was Wells Fargo, an estimated $5.16M sold.

Based on aggregated 13F filings for Q2 2016.