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iShares 10+ Year Investment Grade Corporate Bond ETF

85 hedge funds and large institutions have $519M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $259K

4% more capital invested

Capital invested by funds: $501M → $519M (+$17.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.63% less ownership

Funds ownership: 61.05%58.41% (-2.6%)

6% less funds holding

Funds holding: 9085 (-5)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
85
Holders Change
-5
Holders Change %
-5.56%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
28
Reduced
33
Closed
14
Calls
$1.04M
Puts
$259K
Net Calls
+$783K
Net Calls Change
-$171K
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
51
M&T Bank
New York
$313K -$61 -1 -0%
BCM
52
Bluefin Capital Management
New York
$307K -$270K -4,463 -47%
JP Morgan Chase
53
JP Morgan Chase
New York
$299K -$7.69K -127 -3%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$277K -$29.8K -492 -10%
IH
55
IFC Holdings
Florida
$267K +$46.8K +772 +22%
MML Investors Services
56
MML Investors Services
Massachusetts
$265K +$260K +4,296 New
CBU
57
CIBC Bank USA
Illinois
$261K -$1.33K -22 -0.5%
SYBT
58
Stock Yards Bank & Trust
Kentucky
$261K
SFSIG
59
San Francisco Sentry Investment Group
California
$259K
HTC
60
Haverford Trust Company
Pennsylvania
$247K
TFA
61
Transamerica Financial Advisors
Florida
$241K -$48.1K -794 -17%
Comerica Bank
62
Comerica Bank
Texas
$226K +$5.82K +96 +3%
IA
63
IFP Advisors
Florida
$217K -$4.67K -77 -2%
SG Americas Securities
64
SG Americas Securities
New York
$174K
PA
65
Parallel Advisors
California
$62K +$60.7K +1,002 New
AIP
66
Ameritas Investment Partners
Nebraska
$57K -$2.42K -40 -4%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$47K -$13.3K -220 -22%
Citigroup
68
Citigroup
New York
$41K -$1.76K -29 -4%
HA
69
Harfst & Associates
Wyoming
$40K +$40K +660 New
AF
70
Allworth Financial
California
$39K
HNB
71
Huntington National Bank
Ohio
$34K
WTB
72
Washington Trust Bank
Washington
$34K
GWM
73
Geneos Wealth Management
Colorado
$30K
SPIA
74
Steward Partners Investment Advisory
New York
$28K -$2.48K -41 -8%
DOA
75
D'Orazio & Associates
Virginia
$26K +$363 +6 +1%

IGLB Hedge Fund Activity: Q2 2017 in Review

85 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2017, worth a combined $519M — up 3.6% from $501M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IGLB and 10 opened new positions — a net loss of 4 holders — while 33 trimmed existing stakes and 28 added.

The largest buyer was WBI Investments, adding an estimated $7.95M. The largest seller was CLA (CliftonLarsonAllen) Wealth Advisors, exiting entirely with an estimated $5.39M sold.

  • 85 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2017, down from 90 in Q1 2017.
  • Funds reported $519M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2017, up 3.6% quarter-over-quarter.
  • 10 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2017 and 14 closed out, a net change of -4 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2017 was WBI Investments, an estimated $7.95M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2017 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $5.39M sold.

Based on aggregated 13F filings for Q2 2017.