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iShares 10+ Year Investment Grade Corporate Bond ETF

97 hedge funds and large institutions have $675M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

10% more capital invested

Capital invested by funds: $616M → $675M (+$58.7M)

1.36% more ownership

Funds ownership: 60.3%61.66% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

1% less funds holding

Funds holding: 9897 (-1)

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
14
Increased
47
Reduced
22
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Concert Wealth Management
California
$73K +$71.5K +1,128 New
KT
77
Kanaly Trust
Texas
$71K -$8.3K -131 -10%
DADC
78
D.A. Davidson & Co
Montana
$69K
NFG
79
Next Financial Group
Texas
$69K +$69.1K +1,090 New
HNB
80
Huntington National Bank
Ohio
$60K
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$55K
Citigroup
82
Citigroup
New York
$44K +$40.3K +636 +1,043%
AF
83
Allworth Financial
California
$40K +$40.2K +635 New
WTB
84
Washington Trust Bank
Washington
$35K
PFBT
85
Parkside Financial Bank & Trust
Missouri
$34K
DOA
86
D'Orazio & Associates
Virginia
$33K
Creative Planning
87
Creative Planning
Kansas
$33K +$33K +520 New
AIP
88
Ameritas Investment Partners
Nebraska
$32K -$1.58K -25 -5%
GWM
89
Geneos Wealth Management
Colorado
$31K
SFG
90
SevenBridge Financial Group
Pennsylvania
$17K -$39.9K -630 -69%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$11K
WA
92
WFG Advisors
Texas
$6K +$63 +1 +1%
AIM
93
Anchor Investment Management
South Carolina
$5.06K
VIA
94
Vantage Investment Advisors
Pennsylvania
$5K
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K +$5.45K +86 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$4K +$2.54K +40 +133%
BCI
97
Brinker Capital Investments
Pennsylvania
$2K +$1.97K +31 New
WI
98
WBI Investments
New Jersey
-$27.3M -436,201 Closed
PAS
99
Park Avenue Securities
New York
-$4.42M -69,885 Closed
PWPCM
100
Perella Weinberg Partners Capital Management
New York
-$3.38M -54,035 Closed

IGLB Hedge Fund Activity: Q3 2016 in Review

97 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2016, worth a combined $675M — up 9.5% from $616M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IGLB and 14 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 47 added.

The largest buyer was Jane Street, adding an estimated $24.6M. The largest seller was WBI Investments, exiting entirely with an estimated $27.3M sold.

  • 97 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2016, down from 98 in Q2 2016.
  • Funds reported $675M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2016, up 9.5% quarter-over-quarter.
  • 14 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2016 and 15 closed out, a net change of -1 holder.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2016 was Jane Street, an estimated $24.6M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2016 was WBI Investments, an estimated $27.3M sold.

Based on aggregated 13F filings for Q3 2016.