We are live on ! Find out more
IGLB icon

iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

96 hedge funds and large institutions have $1.25B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $693M → $1.25B (+$559M)

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

6.82% more ownership

Funds ownership: 65.23% → 72.05% (+6.8%)

4% more funds holding

Funds holding: 92 → 96 (+4)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
2.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
31
Reduced
33
Closed
11
Calls
$247K
Puts
–
Net Calls
+$247K
Net Calls Change
-$257K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$176M
2
PP
Prudential plc
United Kingdom
+$175M
3
Ameriprise
Ameriprise
Minnesota
+$95.8M
4
KCMRT
Kemper Corp Master Retirement Trust
Illinois
+$32.2M
5
Jane Street
Jane Street
New York
+$31.2M

Top Sellers

Rank Fund Capital Flow
1
TFS
Thoroughbred Financial Services
Tennessee
-$14.9M
2
AssetMark Inc
AssetMark Inc
California
-$12.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.62M
4
KeyBank National Association
KeyBank National Association
Ohio
-$3.44M
5
FA
FDx Advisors
Illinois
-$3.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$392K +$132K +2,013 +52%
BEI
52
Benjamin Edwards Inc
Missouri
$374K +$22.4K +343 +7%
BWM
53
BerganKDV Wealth Management
Minnesota
$366K -$447K -6,838 -55%
M&T Bank
54
M&T Bank
New York
$312K -$26.8K -410 -8%
OAM
55
Oppenheimer Asset Management
New York
$310K -$18.3K -280 -6%
PG
56
Patten Group
Tennessee
$301K +$295K +4,513 New
HTC
57
Haverford Trust Company
Pennsylvania
$281K – – –
AAM
58
Advisors Asset Management
Colorado
$277K +$17.1K +261 +7%
GPA
59
Garrison Point Advisors
California
$242K -$12.4K -190 -5%
OMC
60
Old Mission Capital
Illinois
$239K -$2.21M -33,797 -90%
CCA
61
Cobblestone Capital Advisors
New York
$233K -$15.4K -235 -6%
CAN
62
Cetera Advisor Networks
California
$224K +$7.52K +115 +4%
Comerica Bank
63
Comerica Bank
Texas
$203K -$13.8K -211 -6%
HighTower Advisors
64
HighTower Advisors
Illinois
$203K -$10.5K -161 -5%
NFG
65
Next Financial Group
Texas
$186K +$45.7K +699 +33%
LFG
66
LifePlan Financial Group
Ohio
$135K +$8.7K +133 +7%
AIM
67
Astor Investment Management
Illinois
$128K +$126K +1,928 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$69K -$65 -1 -0.1%
TFGT
69
TS Financial Group (TSFG)
Illinois
$58K – – –
TWA
70
TCI Wealth Advisors
Arizona
$52K -$10.2K -156 -17%
AIP
71
Ameritas Investment Partners
Nebraska
$45K -$4.25K -65 -9%
AF
72
Allworth Financial
California
$42K – – –
UBS AM
73
UBS AM
Illinois
$29.3K -$327 -5 -1%
AF
74
Advisornet Financial
Minnesota
$26K +$262 +4 +1%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$25K – – –
1 2
3
4 5

IGLB Hedge Fund Activity: Q3 2019 in Review

96 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2019, worth a combined $1.25B — up 81% from $693M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IGLB positions and 11 closed out — a net gain of 4 holders — while 31 added to existing stakes and 33 trimmed.

The largest buyer was BlackRock, adding an estimated $176M. The largest seller was Thoroughbred Financial Services, exiting entirely with an estimated $14.9M sold.

  • 96 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2019, up from 92 in Q2 2019.
  • Funds reported $1.25B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2019, up 81% quarter-over-quarter.
  • 15 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2019 and 11 closed out, a net change of +4 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2019 was BlackRock, an estimated $176M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2019 was Thoroughbred Financial Services, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2019.