iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
78 hedge funds and large institutions have $589M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 5 closing their positions.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
207% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 14
34% more capital invested
Capital invested by funds: $439M → $589M (+$150M)
16% more funds holding
Funds holding: 67 → 78 (+11)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.59% less ownership
Funds ownership: 63.66% → 63.07% (-0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$19.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$18.6M |
| 3 |
SAS
Sage Advisory Services
Austin,
Texas
|
+$18.1M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
+$14M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$30.3M |
| 2 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$15.1M |
| 3 |
AssetMark Inc
Concord,
California
|
-$7.85M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$3.11M |
| 5 |
SCM
Saba Capital Management
New York
|
-$2.74M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWA
76
TCI Wealth Advisors
Tucson,
Arizona
| $7K | +$6.95K | +111 | New |
|
|
CFA
77
Carroll Financial Associates
Charlotte,
North Carolina
| $3K | – | – | – |
|
|
SCM
78
Saba Capital Management
New York
| – | -$2.74M | -44,553 | Closed |
|
79
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$412K | -6,704 | Closed |
|
|
NPC
80
National Planning Corporation
El Segundo,
California
| – | -$21.6K | -344 | Closed |
|
|
VAM
81
Visionary Asset Management
Houston,
Texas
| – | -$9K | -153 | Closed |
|
82
SEI Investments
Oaks,
Pennsylvania
| – | -$4K | -61 | Closed |
|
IGLB Hedge Fund Activity: Q1 2015 in Review
78 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2015, worth a combined $589M — up 34% from $439M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IGLB positions and 5 closed out — a net gain of 12 holders — while 43 added to existing stakes and 14 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $19.2M. The largest seller was Bank of Montreal, cutting an estimated $30.3M.
- 78 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2015, up from 67 in Q4 2014.
- Funds reported $589M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2015, up 34% quarter-over-quarter.
- 17 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2015 and 5 closed out, a net change of +12 holders.
- The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2015 was PNC Financial Services Group, an estimated $19.2M added.
- The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2015 was Bank of Montreal, an estimated $30.3M sold.
Based on aggregated 13F filings for Q1 2015.