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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

112 hedge funds and large institutions have $1.27B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 24

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

1.18% less ownership

Funds ownership: 70.52% → 69.35% (-1.2%)

3% less funds holding

Funds holding: 115 → 112 (-3)

7% less capital invested

Capital invested by funds: $1.36B → $1.27B (-$92.4M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
112
Holders Change
-3
Holders Change %
-2.61%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
23
Increased
47
Reduced
24
Closed
19
Calls
$477K
Puts
–
Net Calls
+$477K
Net Calls Change
+$477K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$14.6M
2
KCMRT
Kemper Corp Master Retirement Trust
Illinois
+$13.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$13M
4
Bank of America
Bank of America
North Carolina
+$11.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.2M

Top Sellers

Rank Fund Capital Flow
1
K
Kemper
Illinois
-$69.7M
2
NAM
NorthCoast Asset Management
Connecticut
-$25.9M
3
Stifel Financial
Stifel Financial
Missouri
-$25.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$21.7M
5
BlackRock
BlackRock
New York
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
51
Northern Trust
Illinois
$801K -$1.48M -22,119 -64%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$786K +$816K +12,236 +10,458%
CAM
53
Concorde Asset Management
Michigan
$769K +$198K +2,973 +33%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$706K +$740K +11,090 New
BEI
55
Benjamin Edwards Inc
Missouri
$625K -$8.87K -133 -1%
OAM
56
Oppenheimer Asset Management
New York
$571K +$116K +1,744 +24%
PG
57
Patten Group
Tennessee
$534K -$278K -4,164 -33%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$515K +$272K +4,073 +101%
BAM
59
Belpointe Asset Management
Nevada
$494K +$83.2K +1,248 +19%
MML Investors Services
60
MML Investors Services
Massachusetts
$468K +$227K +3,401 +86%
LWAC
61
Laurel Wealth Advisors (California)
California
$408K +$71.9K +1,078 +20%
TSS
62
Two Sigma Securities
New York
$363K +$380K +5,700 New
IFG
63
Independent Financial Group
California
$328K +$344K +5,152 New
AAM
64
Advisors Asset Management
Colorado
$305K +$32.7K +491 +11%
5L
65
55I LLC
Massachusetts
$299K +$292K +4,372 New
M&T Bank
66
M&T Bank
New York
$275K +$289K +4,331 New
HTC
67
Haverford Trust Company
Pennsylvania
$268K – – –
GPA
68
Garrison Point Advisors
California
$257K -$14K -210 -5%
Comerica Bank
69
Comerica Bank
Texas
$252K +$5.07K +76 +2%
CAN
70
Cetera Advisor Networks
California
$235K +$10.7K +160 +5%
CCA
71
Cobblestone Capital Advisors
New York
$215K -$10.3K -155 -4%
NFG
72
Next Financial Group
Texas
$175K -$4.33K -65 -2%
LFG
73
LifePlan Financial Group
Ohio
$129K – – –
JIR
74
James Investment Research
Ohio
$128K +$134K +2,008 +25,100%
GWM
75
Geneos Wealth Management
Colorado
$77K +$3.33K +50 +4%
1 2
3
4 5

IGLB Hedge Fund Activity: Q1 2020 in Review

112 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2020, worth a combined $1.27B — down 6.8% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IGLB positions and 19 closed out — a net gain of 4 holders — while 47 added to existing stakes and 24 trimmed.

The largest buyer was Jane Street, adding an estimated $14.6M. The largest seller was Kemper, exiting entirely with an estimated $69.7M sold.

  • 112 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2020, down from 115 in Q4 2019.
  • Funds reported $1.27B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2020, down 6.8% quarter-over-quarter.
  • 23 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2020 and 19 closed out, a net change of +4 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $14.6M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2020 was Kemper, an estimated $69.7M sold.

Based on aggregated 13F filings for Q1 2020.