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iShares 10+ Year Investment Grade Corporate Bond ETF

106 hedge funds and large institutions have $961M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $525K | Put options by funds: $203K

5% less funds holding

Funds holding: 112106 (-6)

14.22% less ownership

Funds ownership: 69.35%55.13% (-14%)

24% less capital invested

Capital invested by funds: $1.27B → $961M (-$304M)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

41% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 44

Holders
106
Holders Change
-6
Holders Change %
-5.36%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
12
Increased
26
Reduced
44
Closed
18
Calls
$525K
Puts
$203K
Net Calls
+$322K
Net Calls Change
-$155K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$418K -$93.2K -1,389 -19%
CAM
52
Concorde Asset Management
Michigan
$404K -$424K -6,323 -52%
LWAC
53
Laurel Wealth Advisors (California)
California
$390K -$56.4K -841 -13%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$367K -$191K -2,847 -35%
IFG
55
Independent Financial Group
California
$361K
AAM
56
Advisors Asset Management
Colorado
$357K +$20.3K +302 +6%
SS
57
Simplicity Solutions
Minnesota
$341K -$617K -9,195 -65%
GPA
58
Garrison Point Advisors
California
$334K +$48.8K +727 +18%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$330K -$1.07M -15,948 -77%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$317K +$303K +4,522 New
HTC
61
Haverford Trust Company
Pennsylvania
$295K
5L
62
55I LLC
Massachusetts
$285K -$20.4K -304 -7%
M&T Bank
63
M&T Bank
New York
$274K -$28.4K -424 -10%
VWA
64
Visionary Wealth Advisors
Illinois
$258K +$247K +3,681 New
CAN
65
Cetera Advisor Networks
California
$252K -$6.04K -90 -2%
CWS
66
Cypress Wealth Services
California
$252K +$242K +3,605 New
OAM
67
Oppenheimer Asset Management
New York
$250K -$363K -5,407 -60%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$217K +$208K +3,102 New
CCA
69
Cobblestone Capital Advisors
New York
$213K -$22.8K -340 -10%
NFG
70
Next Financial Group
Texas
$201K +$8.52K +127 +5%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$150K -$684K -10,205 -83%
LFG
72
LifePlan Financial Group
Ohio
$142K
JIR
73
James Investment Research
Ohio
$142K +$469 +7 +0.3%
BEI
74
Benjamin Edwards Inc
Missouri
$97K -$567K -8,449 -86%
GWM
75
Geneos Wealth Management
Colorado
$84K

IGLB Hedge Fund Activity: Q2 2020 in Review

106 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2020, worth a combined $961M — down 24% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IGLB and 12 opened new positions — a net loss of 6 holders — while 44 trimmed existing stakes and 26 added.

The largest buyer was Bank of America, adding an estimated $10.7M. The largest seller was Prudential plc, cutting an estimated $183M.

  • 106 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2020, down from 112 in Q1 2020.
  • Funds reported $961M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2020, down 24% quarter-over-quarter.
  • 12 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2020 and 18 closed out, a net change of -6 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2020 was Bank of America, an estimated $10.7M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2020 was Prudential plc, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2020.