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iShares 10+ Year Investment Grade Corporate Bond ETF

82 hedge funds and large institutions have $489M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $298K | Put options by funds: $217K

0.16% more ownership

Funds ownership: 58.41%58.57% (+0.16%)

4% less funds holding

Funds holding: 8582 (-3)

6% less capital invested

Capital invested by funds: $519M → $489M (-$30.5M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

12% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 33

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
82
Holders Change
-3
Holders Change %
-3.53%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
9
Increased
29
Reduced
33
Closed
10
Calls
$298K
Puts
$217K
Net Calls
+$81K
Net Calls Change
-$702K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$270K +$3.77K +61 +1%
HTC
52
Haverford Trust Company
Pennsylvania
$269K +$20.7K +335 +8%
SFSIG
53
San Francisco Sentry Investment Group
California
$261K
PAG
54
Private Advisor Group
New Jersey
$253K -$341K -5,523 -57%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$242K -$36.6K -593 -13%
CBU
56
CIBC Bank USA
Illinois
$237K -$25.9K -420 -10%
IH
57
IFC Holdings
Florida
$232K -$38K -615 -14%
Comerica Bank
58
Comerica Bank
Texas
$227K +$803 +13 +0.4%
NPC
59
National Planning Corporation
California
$205K +$204K +3,296 New
SI
60
SII Investments
Wisconsin
$205K +$206K +3,331 New
TFA
61
Transamerica Financial Advisors
Florida
$197K -$44.7K -723 -19%
IA
62
IFP Advisors
Florida
$173K -$45.2K -731 -21%
PA
63
Parallel Advisors
California
$62K
AIP
64
Ameritas Investment Partners
Nebraska
$55K -$1.85K -30 -3%
BF
65
BOK Financial
Oklahoma
$47K +$46.3K +750 New
Citigroup
66
Citigroup
New York
$39K -$1.98K -32 -5%
AF
67
Allworth Financial
California
$39K
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$36K -$10.8K -175 -23%
HNB
69
Huntington National Bank
Ohio
$34K
WTB
70
Washington Trust Bank
Washington
$34K
BFEC
71
Benjamin F. Edwards & Company
Missouri
$31K -$6.19M -100,197 -100%
GWM
72
Geneos Wealth Management
Colorado
$30K
GRP
73
Global Retirement Partners
California
$29K +$16.7K +270 +138%
DOA
74
D'Orazio & Associates
Virginia
$26K
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$25K +$24.5K +397 New

IGLB Hedge Fund Activity: Q3 2017 in Review

82 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 Q3 2017, worth a combined $489M — down 5.9% from $519M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of IGLB and 9 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 29 added.

The largest buyer was Jane Street, opening a new position worth an estimated $9.56M. The largest seller was Sage Advisory Services, cutting an estimated $16.6M.

  • 82 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2017, down from 85 in Q2 2017.
  • Funds reported $489M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2017, down 5.9% quarter-over-quarter.
  • 9 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2017 and 10 closed out, a net change of -1 holder.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2017 was Jane Street, an estimated $9.56M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2017 was Sage Advisory Services, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2017.