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iShares 10+ Year Investment Grade Corporate Bond ETF

91 hedge funds and large institutions have $536M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more ownership

Funds ownership: 61.66%61.66% (+0%)

6% less funds holding

Funds holding: 9791 (-6)

21% less capital invested

Capital invested by funds: $675M → $536M (-$139M)

32% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 41

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

56% less call options, than puts

Call options by funds: $258K | Put options by funds: $587K

Holders
91
Holders Change
-6
Holders Change %
-6.19%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
10
Increased
28
Reduced
41
Closed
15
Calls
$258K
Puts
$587K
Net Calls
-$329K
Net Calls Change
-$329K
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$533K -$126K -2,107 -19%
BTIS
52
BB&T Investment Services
North Carolina
$465K +$476K +7,970 New
SI
53
SII Investments
Wisconsin
$459K +$208K +3,476 +81%
JP Morgan Chase
54
JP Morgan Chase
New York
$443K -$103K -1,727 -19%
CA
55
Cetera Advisors
Colorado
$443K -$9.21K -154 -2%
Neuberger Berman Group
56
Neuberger Berman Group
New York
$414K -$77.7K -1,300 -16%
CBU
57
CIBC Bank USA
Illinois
$381K -$71.9K -1,202 -16%
TU
58
TDAM USA
Ontario, Canada
$364K +$371K +6,200 New
SCA
59
Snowden Capital Advisors
New York
$343K -$142K -2,381 -29%
VC
60
Vicus Capital
Pennsylvania
$325K +$331K +5,541 New
TFA
61
Transamerica Financial Advisors
Florida
$315K -$139K -2,320 -30%
Comerica Bank
62
Comerica Bank
Texas
$267K +$46.6K +779 +21%
BA
63
BlackRock Advisors
Delaware
$265K -$926K -15,498 -77%
IA
64
IFP Advisors
Florida
$257K -$113K -1,891 -30%
SYBT
65
Stock Yards Bank & Trust
Kentucky
$248K
TI
66
Truepoint Inc
Ohio
$248K +$47.8K +800 +24%
SFSIG
67
San Francisco Sentry Investment Group
California
$247K +$251K +4,200 New
RIA
68
Regal Investment Advisors
Michigan
$241K -$12.9K -216 -5%
HTC
69
Haverford Trust Company
Pennsylvania
$235K
LFG
70
LifePlan Financial Group
Ohio
$220K +$16.1K +270 +8%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$79K +$30.4K +508 +58%
MFS
72
MSI Financial Services
Massachusetts
$67K -$63.8K -1,068 -48%
NFG
73
Next Financial Group
Texas
$64K
DADC
74
D.A. Davidson & Co
Montana
$61K -$3.41K -57 -5%
AIP
75
Ameritas Investment Partners
Nebraska
$56K +$26.9K +450 +87%

IGLB Hedge Fund Activity: Q4 2016 in Review

91 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2016, worth a combined $536M — down 21% from $675M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IGLB and 10 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 28 added.

The largest buyer was Stifel Financial, adding an estimated $3.65M. The largest seller was Jane Street, cutting an estimated $25M.

  • 91 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2016, down from 97 in Q3 2016.
  • Funds reported $536M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2016, down 21% quarter-over-quarter.
  • 10 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2016 and 15 closed out, a net change of -5 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2016 was Stifel Financial, an estimated $3.65M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2016 was Jane Street, an estimated $25M sold.

Based on aggregated 13F filings for Q4 2016.