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iShares 10+ Year Investment Grade Corporate Bond ETF

91 hedge funds and large institutions have $536M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more ownership

Funds ownership: 61.66%61.66% (+0%)

6% less funds holding

Funds holding: 9791 (-6)

21% less capital invested

Capital invested by funds: $675M → $536M (-$139M)

32% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 41

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

56% less call options, than puts

Call options by funds: $258K | Put options by funds: $587K

Holders
91
Holders Change
-6
Holders Change %
-6.19%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
10
Increased
28
Reduced
41
Closed
15
Calls
$258K
Puts
$587K
Net Calls
-$329K
Net Calls Change
-$329K
Name Holding Trade Value Shares
Change
Change in
Stake
KT
76
Kanaly Trust
Texas
$45K -$21.8K -365 -32%
Citigroup
77
Citigroup
New York
$41K
AF
78
Allworth Financial
California
$38K +$1.08K +18 +3%
WTB
79
Washington Trust Bank
Washington
$33K
HNB
80
Huntington National Bank
Ohio
$32K
GWM
81
Geneos Wealth Management
Colorado
$28K
DOA
82
D'Orazio & Associates
Virginia
$24K -$7.53K -126 -23%
SFG
83
SevenBridge Financial Group
Pennsylvania
$17K
SPIA
84
Steward Partners Investment Advisory
New York
$17K +$17.5K +293 New
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$16K +$6.04K +101 +59%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$8K +$7.83K +131 New
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K
WA
88
WFG Advisors
Texas
$5K +$60 +1 +1%
AIM
89
Anchor Investment Management
South Carolina
$4.7K
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$1K -$3.65K -61 -87%
SEI Investments
91
SEI Investments
Pennsylvania
$1K +$1.44K +24 New
UFF
92
USA Financial Formulas
Michigan
-$2.78M -43,973 Closed
TNBTD
93
Trustmark National Bank Trust Department
Mississippi
-$2.02M -32,000 Closed
BCM
94
Bluefin Capital Management
New York
-$1.83M -29,001 Closed
BJ
95
BlackRock Japan
Japan
-$1.62M -25,664 Closed
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
-$878K -14,694 Closed
RBC
97
Ronald Blue & Co
Georgia
-$812K -12,834 Closed
CCFCSB
98
Cape Cod Five Cents Savings Bank
Massachusetts
-$301K -4,760 Closed
UCFA
99
United Capital Financial Advisors
Texas
-$282K -4,464 Closed
Baird Financial Group
100
Baird Financial Group
Wisconsin
-$217K -3,437 Closed

IGLB Hedge Fund Activity: Q4 2016 in Review

91 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2016, worth a combined $536M — down 21% from $675M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IGLB and 10 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 28 added.

The largest buyer was Stifel Financial, adding an estimated $3.65M. The largest seller was Jane Street, cutting an estimated $25M.

  • 91 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2016, down from 97 in Q3 2016.
  • Funds reported $536M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2016, down 21% quarter-over-quarter.
  • 10 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2016 and 15 closed out, a net change of -5 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2016 was Stifel Financial, an estimated $3.65M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2016 was Jane Street, an estimated $25M sold.

Based on aggregated 13F filings for Q4 2016.