We are live on ! Find out more
IGLB icon

iShares 10+ Year Investment Grade Corporate Bond ETF

92 hedge funds and large institutions have $693M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

43% more capital invested

Capital invested by funds: $484M → $693M (+$210M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more funds holding

Funds holding: 8192 (+11)

0.75% more ownership

Funds ownership: 64.48%65.23% (+0.75%)

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
19
Increased
34
Reduced
22
Closed
7
Calls
$504K
Puts
Net Calls
+$504K
Net Calls Change
+$504K
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
51
Benjamin Edwards Inc
Missouri
$336K -$2.49K -41 -0.8%
IWS
52
Insight Wealth Strategies
California
$330K +$315K +5,171 New
M&T Bank
53
M&T Bank
New York
$325K -$11.1K -183 -3%
OAM
54
Oppenheimer Asset Management
New York
$314K +$46.8K +770 +18%
HTC
55
Haverford Trust Company
Pennsylvania
$268K
CBU
56
CIBC Bank USA
Illinois
$266K -$791 -13 -0.3%
AAM
57
Advisors Asset Management
Colorado
$248K +$22.9K +376 +11%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$247K +$19.8K +326 +9%
GPA
59
Garrison Point Advisors
California
$244K
CCA
60
Cobblestone Capital Advisors
New York
$237K -$104K -1,710 -31%
Comerica Bank
61
Comerica Bank
Texas
$208K +$199K +3,277 New
CAN
62
Cetera Advisor Networks
California
$204K -$41.1K -675 -17%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$203K +$194K +3,184 New
HighTower Advisors
64
HighTower Advisors
Illinois
$201K +$193K +3,177 New
NFG
65
Next Financial Group
Texas
$134K +$127K +2,096 New
LFG
66
LifePlan Financial Group
Ohio
$121K
Fidelity Investments
67
Fidelity Investments
Massachusetts
$66K +$62.6K +1,030 New
TWA
68
TCI Wealth Advisors
Arizona
$60K +$9.49K +156 +20%
TFGT
69
TS Financial Group (TSFG)
Illinois
$55K
AIP
70
Ameritas Investment Partners
Nebraska
$48K -$4.01K -66 -8%
AF
71
Allworth Financial
California
$40K -$3.95K -65 -9%
UBS AM
72
UBS AM
Illinois
$28.4K -$1.16K -19 -4%
AF
73
Advisornet Financial
Minnesota
$25K +$243 +4 +1%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$24K
WP
75
WealthShield Partners
North Carolina
$22K +$182 +3 +0.9%

IGLB Hedge Fund Activity: Q2 2019 in Review

92 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2019, worth a combined $693M — up 43% from $484M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IGLB positions and 7 closed out — a net gain of 12 holders — while 34 added to existing stakes and 22 trimmed.

The largest buyer was Ameriprise, adding an estimated $113M. The largest seller was Conning Inc, cutting an estimated $11.3M.

  • 92 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2019, up from 81 in Q1 2019.
  • Funds reported $693M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2019, up 43% quarter-over-quarter.
  • 19 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2019 and 7 closed out, a net change of +12 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2019 was Ameriprise, an estimated $113M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2019 was Conning Inc, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2019.