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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

74 hedge funds and large institutions have $340M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

35% more capital invested

Capital invested by funds: $251M → $340M (+$88.3M)

16.3% more ownership

Funds ownership: 43.3% → 59.6% (+16%)

9% more funds holding

Funds holding: 68 → 74 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $256K

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
26
Reduced
13
Closed
13
Calls
–
Puts
$256K
Net Calls
-$256K
Net Calls Change
+$391K

Top Buyers

Rank Fund Capital Flow
1
NAM
NorthCoast Asset Management
Connecticut
+$41.9M
2
FWIA
Fort Washington Investment Advisors
Ohio
+$18.6M
3
AssetMark Inc
AssetMark Inc
California
+$17.5M
4
CIM
Confluence Investment Management
Missouri
+$7.28M
5
BlackRock
BlackRock
New York
+$7.26M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$10.5M
2
AP
Agilis Partners
Massachusetts
-$3.21M
3
Bank of America
Bank of America
North Carolina
-$2.94M
4
VF
Virtu Financial
New York
-$2.05M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$63K +$61.8K +1,058 +4,232%
OIA
52
OneDigital Investment Advisors
Kansas
$52K +$52.5K +898 New
AIP
53
Ameritas Investment Partners
Nebraska
$49K – – –
AF
54
Allworth Financial
California
$37K – – –
GRP
55
Global Retirement Partners
California
$29K – – –
FANJ
56
Financial Architects (New Jersey)
New Jersey
$26K – – –
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$22K – – –
AF
58
Advisornet Financial
Minnesota
$22K +$234 +4 +1%
SFM
59
Signet Financial Management
New Jersey
$21K – – –
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$17K +$16.7K +286 New
SWP
61
Stratos Wealth Partners
Ohio
$12K -$362K -6,191 -97%
PO
62
Private Ocean
California
$12K +$5.79K +99 +100%
SPIA
63
Steward Partners Investment Advisory
New York
$11K +$5.96K +102 +124%
GWM
64
Geneos Wealth Management
Colorado
$9K -$28.7K -491 -75%
ASN
65
Advisory Services Network
Georgia
$7K – – –
APA
66
American Portfolios Advisors
New York
$6.99K – – –
SWM
67
SeaCrest Wealth Management
New York
$5K – – –
Fidelity Investments
68
Fidelity Investments
Massachusetts
$5K +$5.03K +86 New
AIM
69
Anchor Investment Management
South Carolina
$4.66K – – –
APP
70
Avantax Planning Partners
Iowa
$3K +$3.21K +55 New
BCI
71
Brinker Capital Investments
Pennsylvania
$2K – – –
Barclays
72
Barclays
United Kingdom
$2K +$2.34K +40 New
RCAG
73
Rehmann Capital Advisory Group
Michigan
$1.85K – – –
Jane Street
74
Jane Street
New York
– -$10.5M -180,525 Closed
AP
75
Agilis Partners
Massachusetts
– -$3.21M -55,485 Closed
1 2
3
4

IGLB Hedge Fund Activity: Q3 2018 in Review

74 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2018, worth a combined $340M — up 35% from $251M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IGLB positions and 13 closed out — a net gain of 6 holders — while 26 added to existing stakes and 13 trimmed.

The largest buyer was NorthCoast Asset Management, adding an estimated $41.9M. The largest seller was Jane Street, exiting entirely with an estimated $10.5M sold.

  • 74 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2018, up from 68 in Q2 2018.
  • Funds reported $340M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2018, up 35% quarter-over-quarter.
  • 19 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2018 and 13 closed out, a net change of +6 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2018 was NorthCoast Asset Management, an estimated $41.9M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2018 was Jane Street, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2018.