iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
71 hedge funds and large institutions have $459M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 13 closing their positions.
1.28% less ownership
Funds ownership: 63.07% → 61.79% (-1.3%)
9% less funds holding
Funds holding: 78 → 71 (-7)
22% less capital invested
Capital invested by funds: $589M → $459M (-$130M)
24% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 34
54% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 13
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bluefin Capital Management
New York
|
+$9.06M |
| 2 |
AssetMark Inc
Concord,
California
|
+$8.81M |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$5.52M |
| 4 |
SCM
Saba Capital Management
New York
|
+$2.44M |
| 5 |
SAS
Sage Advisory Services
Austin,
Texas
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$24.7M |
| 2 |
Morgan Stanley
New York
|
-$19.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$12.9M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$12.4M |
| 5 |
KeyBank National Association
Cleveland,
Ohio
|
-$8.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
76
Horizon Investments
Charlotte,
North Carolina
| – | -$312K | -4,984 | Closed |
|
|
FFS
77
Founders Financial Securities
Towson,
Maryland
| – | -$307K | -4,900 | Closed |
|
78
Millennium Management
New York
| – | -$234K | -3,745 | Closed |
|
|
CA
79
Cetera Advisors
Denver,
Colorado
| – | -$203K | -3,271 | Closed |
|
80
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$31K | -492 | Closed |
|
|
MFS
81
MSI Financial Services
Springfield,
Massachusetts
| – | -$27K | -437 | Closed |
|
|
HI
82
Hudock Inc
Williamsport,
Pennsylvania
| – | -$27K | -430 | Closed |
|
83
Creative Planning
Overland Park,
Kansas
| – | -$9K | -145 | Closed |
|
IGLB Hedge Fund Activity: Q2 2015 in Review
71 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2015, worth a combined $459M — down 22% from $589M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of IGLB and 6 opened new positions — a net loss of 7 holders — while 34 trimmed existing stakes and 26 added.
The largest buyer was Bluefin Capital Management, adding an estimated $9.06M. The largest seller was Wells Fargo, cutting an estimated $24.7M.
- 71 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2015, down from 78 in Q1 2015.
- Funds reported $459M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2015, down 22% quarter-over-quarter.
- 6 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2015 and 13 closed out, a net change of -7 holders.
- The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2015 was Bluefin Capital Management, an estimated $9.06M added.
- The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2015 was Wells Fargo, an estimated $24.7M sold.
Based on aggregated 13F filings for Q2 2015.