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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

80 hedge funds and large institutions have $491M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

1% more capital invested

Capital invested by funds: $489M → $491M (+$2.66M)

0.19% more ownership

Funds ownership: 58.57% → 58.76% (+0.19%)

2% less funds holding

Funds holding: 82 → 80 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
80
Holders Change
-2
Holders Change %
-2.44%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
27
Reduced
26
Closed
15
Calls
$348K
Puts
–
Net Calls
+$348K
Net Calls Change
+$267K

Top Buyers

Rank Fund Capital Flow
1
CI
Conning Inc
Connecticut
+$16.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.41M
3
Stifel Financial
Stifel Financial
Missouri
+$7.68M
4
VF
Virtu Financial
New York
+$6.38M
5
PP
Prudential plc
United Kingdom
+$4.61M

Top Sellers

Rank Fund Capital Flow
1
WI
WBI Investments
New Jersey
-$25M
2
BlackRock
BlackRock
New York
-$17.6M
3
Jane Street
Jane Street
New York
-$9.6M
4
Morgan Stanley
Morgan Stanley
New York
-$5.06M
5
SMM
Stadion Money Management
Georgia
-$3.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFSIG
51
San Francisco Sentry Investment Group
California
$265K – – –
PAG
52
Private Advisor Group
New Jersey
$247K -$9.79K -157 -4%
CBU
53
CIBC Bank USA
Illinois
$241K +$561 +9 +0.2%
Comerica Bank
54
Comerica Bank
Texas
$227K – – –
SI
55
SII Investments
Wisconsin
$210K +$1.31K +21 +0.6%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$208K -$37.4K -600 -15%
SPIA
57
Steward Partners Investment Advisory
New York
$190K +$164K +2,633 +702%
IA
58
IFP Advisors
Florida
$173K -$3.74K -60 -2%
CA
59
Calton & Associates
Florida
$142K +$142K +2,283 New
TFA
60
Transamerica Financial Advisors
Florida
$128K -$71.5K -1,146 -36%
PA
61
Parallel Advisors
California
$59K -$4.18K -67 -7%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$41K +$3.56K +57 +10%
AF
63
Allworth Financial
California
$40K – – –
Citigroup
64
Citigroup
New York
$40K – – –
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$38K +$15.7K +251 +75%
GRP
66
Global Retirement Partners
California
$36K +$6.36K +102 +22%
WEC
67
Winslow Evans & Crocker
Massachusetts
$34.4K +$34.1K +546 New
BFEC
68
Benjamin F. Edwards & Company
Missouri
$31K – – –
GWM
69
Geneos Wealth Management
Colorado
$31K – – –
AIP
70
Ameritas Investment Partners
Nebraska
$16K -$1.56K -25 -3%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$11K – – –
SEI Investments
72
SEI Investments
Pennsylvania
$8K – – –
APA
73
American Portfolios Advisors
New York
$7.58K +$7.49K +120 New
AIM
74
Anchor Investment Management
South Carolina
$5.06K – – –
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K – – –
1 2
3
4

IGLB Hedge Fund Activity: Q4 2017 in Review

80 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2017, worth a combined $491M — up 0.54% from $489M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IGLB and 13 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 27 added.

The largest buyer was Conning Inc, adding an estimated $16.5M. The largest seller was WBI Investments, exiting entirely with an estimated $25M sold.

  • 80 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2017, down from 82 in Q3 2017.
  • Funds reported $491M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2017, up 0.54% quarter-over-quarter.
  • 13 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2017 and 15 closed out, a net change of -2 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2017 was Conning Inc, an estimated $16.5M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2017 was WBI Investments, an estimated $25M sold.

Based on aggregated 13F filings for Q4 2017.