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iShares 10+ Year Investment Grade Corporate Bond ETF

108 hedge funds and large institutions have $1.03B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

455% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $227K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

7% more capital invested

Capital invested by funds: $961M → $1.03B (+$66.8M)

1.96% more ownership

Funds ownership: 55.13%57.09% (+2%)

2% more funds holding

Funds holding: 106108 (+2)

Holders
108
Holders Change
+2
Holders Change %
+1.89%
% of All Funds
2.18%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
15
Increased
44
Reduced
29
Closed
13
Calls
$1.26M
Puts
$227K
Net Calls
+$1.03M
Net Calls Change
+$711K
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
51
Sage Advisory Services
Texas
$804K -$1.77M -24,675 -68%
FAAS
52
First Allied Advisory Services
California
$781K -$302K -4,209 -28%
PG
53
Patten Group
Tennessee
$767K +$121K +1,690 +18%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$657K +$345K +4,807 +106%
SI
55
Stephens Inc
Arkansas
$582K -$717 -10 -0.1%
PFA
56
Pinnacle Family Advisors
Missouri
$577K +$3.8K +53 +0.7%
MML Investors Services
57
MML Investors Services
Massachusetts
$566K +$149K +2,073 +35%
OMC
58
Old Mission Capital
Illinois
$524K +$534K +7,438 New
BAM
59
Belpointe Asset Management
Nevada
$457K -$95.5K -1,331 -17%
IFG
60
Independent Financial Group
California
$387K +$25.1K +350 +7%
GPA
61
Garrison Point Advisors
California
$369K +$34.4K +480 +10%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$358K -$11.6K -162 -3%
AAM
63
Advisors Asset Management
Colorado
$351K -$7.53K -105 -2%
CAM
64
Concorde Asset Management
Michigan
$335K -$72.9K -1,016 -18%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$324K +$176K +2,457 +114%
CAN
66
Cetera Advisor Networks
California
$308K +$55.7K +777 +22%
HTC
67
Haverford Trust Company
Pennsylvania
$296K
SS
68
Simplicity Solutions
Minnesota
$294K -$50K -697 -14%
5L
69
55I LLC
Massachusetts
$271K -$16K -223 -5%
LWAC
70
Laurel Wealth Advisors (California)
California
$268K -$126K -1,760 -32%
FCA
71
FLC Capital Advisors
California
$206K +$211K +2,939 New
OAM
72
Oppenheimer Asset Management
New York
$205K -$47K -655 -18%
NFG
73
Next Financial Group
Texas
$205K +$2.8K +39 +1%
JIR
74
James Investment Research
Ohio
$142K -$215 -3 -0.1%
LFG
75
LifePlan Financial Group
Ohio
$132K -$11.1K -155 -8%

IGLB Hedge Fund Activity: Q3 2020 in Review

108 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2020, worth a combined $1.03B — up 6.9% from $961M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IGLB positions and 13 closed out — a net gain of 2 holders — while 44 added to existing stakes and 29 trimmed.

The largest buyer was Dai-ichi Life Insurance Company, opening a new position worth an estimated $93.8M. The largest seller was BlackRock, cutting an estimated $50.9M.

  • 108 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2020, up from 106 in Q2 2020.
  • Funds reported $1.03B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2020, up 6.9% quarter-over-quarter.
  • 15 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2020 and 13 closed out, a net change of +2 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2020 was Dai-ichi Life Insurance Company, an estimated $93.8M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2020 was BlackRock, an estimated $50.9M sold.

Based on aggregated 13F filings for Q3 2020.