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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

115 hedge funds and large institutions have $1.36B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 14

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

20% more funds holding

Funds holding: 96 → 115 (+19)

8% more capital invested

Capital invested by funds: $1.25B → $1.36B (+$106M)

1.52% less ownership

Funds ownership: 72.05% → 70.52% (-1.5%)

Holders
115
Holders Change
+19
Holders Change %
+19.79%
% of All Funds
2.27%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
30
Increased
52
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PP
Prudential plc
United Kingdom
+$91M
2
NAM
NorthCoast Asset Management
Connecticut
+$21.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.5M
4
KCMRT
Kemper Corp Master Retirement Trust
Illinois
+$9.89M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.57M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$47.5M
2
Ameriprise
Ameriprise
Minnesota
-$19.8M
3
Jane Street
Jane Street
New York
-$13.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$11.1M
5
NI
NYL Investors
New York
-$6.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
51
Pinnacle Family Advisors
Missouri
$710K +$7.22K +109 +1%
SS
52
Simplicity Solutions
Minnesota
$709K +$224K +3,383 +47%
BEI
53
Benjamin Edwards Inc
Missouri
$664K +$289K +4,353 +78%
AIM
54
Astor Investment Management
Illinois
$639K +$508K +7,668 +398%
CAM
55
Concorde Asset Management
Michigan
$608K +$192K +2,897 +47%
Betterment LLC
56
Betterment LLC
New York
$604K +$5.63K +85 +0.9%
MCWA
57
Meadow Creek Wealth Advisors
Georgia
$534K +$531K +8,005 New
CBU
58
CIBC Bank USA
Illinois
$506K -$3.71K -56 -0.7%
OAM
59
Oppenheimer Asset Management
New York
$482K +$171K +2,576 +55%
IAA
60
Independent Advisor Alliance
North Carolina
$444K +$442K +6,664 New
BAM
61
Belpointe Asset Management
Nevada
$434K +$432K +6,517 New
PAG
62
Private Advisory Group
Washington
$392K -$60.1K -906 -13%
BWM
63
BerganKDV Wealth Management
Minnesota
$367K +$663 +10 +0.2%
LWAC
64
Laurel Wealth Advisors (California)
California
$355K +$353K +5,328 New
AAM
65
Advisors Asset Management
Colorado
$287K +$9.88K +149 +4%
GPA
66
Garrison Point Advisors
California
$283K +$41.1K +620 +17%
HTC
67
Haverford Trust Company
Pennsylvania
$281K – – –
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$279K +$278K +4,187 New
RJFSA
69
Raymond James Financial Services Advisors
Florida
$268K +$266K +4,014 New
VWA
70
Visionary Wealth Advisors
Illinois
$266K +$264K +3,983 New
MML Investors Services
71
MML Investors Services
Massachusetts
$264K +$262K +3,954 New
Comerica Bank
72
Comerica Bank
Texas
$252K +$38.4K +580 +19%
CAN
73
Cetera Advisor Networks
California
$237K +$12K +181 +5%
CCA
74
Cobblestone Capital Advisors
New York
$236K +$3.31K +50 +1%
AI
75
Atria Investments
North Carolina
$232K +$230K +3,476 New
1 2
3
4 5

IGLB Hedge Fund Activity: Q4 2019 in Review

115 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2019, worth a combined $1.36B — up 8.4% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IGLB positions and 9 closed out — a net gain of 21 holders — while 52 added to existing stakes and 14 trimmed.

The largest buyer was Prudential plc, adding an estimated $91M. The largest seller was BlackRock, cutting an estimated $47.5M.

  • 115 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2019, up from 96 in Q3 2019.
  • Funds reported $1.36B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2019, up 8.4% quarter-over-quarter.
  • 30 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2019 and 9 closed out, a net change of +21 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2019 was Prudential plc, an estimated $91M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2019 was BlackRock, an estimated $47.5M sold.

Based on aggregated 13F filings for Q4 2019.