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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

81 hedge funds and large institutions have $484M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 18

44% more capital invested

Capital invested by funds: $336M → $484M (+$148M)

6.87% more ownership

Funds ownership: 57.61% → 64.48% (+6.9%)

0% more funds holding

Funds holding: 81 → 81 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
15
Increased
34
Reduced
18
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
K
Kemper
Illinois
+$60.5M
2
FWIA
Fort Washington Investment Advisors
Ohio
+$18.5M
3
BlackRock
BlackRock
New York
+$15.7M
4
Bank of America
Bank of America
North Carolina
+$14.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
TFS
Thoroughbred Financial Services
Tennessee
-$11.4M
2
Jane Street
Jane Street
New York
-$10.2M
3
CIM
Confluence Investment Management
Missouri
-$7.1M
4
LPL Financial
LPL Financial
California
-$6.24M
5
AssetMark Inc
AssetMark Inc
California
-$4.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
51
Oppenheimer Asset Management
New York
$251K +$55.9K +964 +30%
CAN
52
Cetera Advisor Networks
California
$238K -$1.27K -22 -0.6%
GPA
53
Garrison Point Advisors
California
$231K +$14.5K +250 +7%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$214K -$4.87K -84 -2%
AAM
55
Advisors Asset Management
Colorado
$212K +$41.1K +709 +25%
LFG
56
LifePlan Financial Group
Ohio
$114K -$3.59K -62 -3%
SFSIG
57
San Francisco Sentry Investment Group
California
$103K – – –
CA
58
Cetera Advisors
Colorado
$79K +$76.3K +1,317 New
TFGT
59
TS Financial Group (TSFG)
Illinois
$52K +$50K +863 New
AIP
60
Ameritas Investment Partners
Nebraska
$49K – – –
TWA
61
TCI Wealth Advisors
Arizona
$47K +$45.2K +781 New
AF
62
Allworth Financial
California
$42K +$3.77K +65 +10%
UBS AM
63
UBS AM
Illinois
$28K -$91.1K -1,572 -77%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$23K -$2.43K -42 -10%
AF
65
Advisornet Financial
Minnesota
$23K +$116 +2 +0.5%
WP
66
WealthShield Partners
North Carolina
$20K +$19.6K +338 New
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$14K – – –
GWM
68
Geneos Wealth Management
Colorado
$10K – – –
RIA
69
Realta Investment Advisors
Delaware
$9K +$8.4K +145 New
KFS
70
Kelly Financial Services
Massachusetts
$8.51K +$8.17K +141 New
APA
71
American Portfolios Advisors
New York
$7.24K – – –
PO
72
Private Ocean
California
$6K -$5.74K -99 -50%
CIAS
73
Capital Investment Advisory Services
North Carolina
$6K – – –
SWM
74
SeaCrest Wealth Management
New York
$5K – – –
AIM
75
Anchor Investment Management
South Carolina
$4.83K – – –
1 2
3
4

IGLB Hedge Fund Activity: Q1 2019 in Review

81 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2019, worth a combined $484M — up 44% from $336M a quarter earlier.

Fund positioning in IGLB was balanced in Q1 2019: 15 funds opened new positions, 15 closed out, 34 added to existing stakes and 18 trimmed.

The largest buyer was Kemper, opening a new position worth an estimated $60.5M. The largest seller was Thoroughbred Financial Services, exiting entirely with an estimated $11.4M sold.

  • 81 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $484M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2019, up 44% quarter-over-quarter.
  • 15 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2019 and 15 closed out, a net change of 0 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2019 was Kemper, an estimated $60.5M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2019 was Thoroughbred Financial Services, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2019.