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iShares 10+ Year Investment Grade Corporate Bond ETF

85 hedge funds and large institutions have $519M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $259K

4% more capital invested

Capital invested by funds: $501M → $519M (+$17.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.63% less ownership

Funds ownership: 61.05%58.41% (-2.6%)

6% less funds holding

Funds holding: 9085 (-5)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
85
Holders Change
-5
Holders Change %
-5.56%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
28
Reduced
33
Closed
14
Calls
$1.04M
Puts
$259K
Net Calls
+$783K
Net Calls Change
-$171K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
76
D.A. Davidson & Co
Montana
$20K
NFG
77
Next Financial Group
Texas
$19K +$19.1K +316 New
PFGIA
78
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$4.6K +76 +41%
GRP
79
Global Retirement Partners
California
$12K
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$10K
WA
81
WFG Advisors
Texas
$6K +$61 +1 +1%
SEI Investments
82
SEI Investments
Pennsylvania
$5K -$182 -3 -4%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K +$4.91K +81 New
AIM
84
Anchor Investment Management
South Carolina
$4.93K
CFD
85
Creative Financial Designs
Indiana
$2K +$2.36K +39 New
ASN
86
Advisory Services Network
Georgia
$1K
CCWA
87
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$5.39M -91,044 Closed
Jane Street
88
Jane Street
New York
-$5.34M -90,156 Closed
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
-$3.91M -64,531 Closed
Goldman Sachs
90
Goldman Sachs
New York
-$2.28M -38,435 Closed
OMC
91
Old Mission Capital
Illinois
-$1.15M -19,423 Closed
VKH
92
Virtu KCG Holdings
New York
-$658K -11,103 Closed
Citadel Advisors
93
Citadel Advisors
Florida
-$399K -6,739 Closed
TI
94
Truepoint Inc
Ohio
-$249K -4,200 Closed
TSS
95
Two Sigma Securities
New York
-$242K -4,080 Closed
WP
96
WealthSource Partners
California
-$235K -3,959 Closed
RIA
97
Regal Investment Advisors
Michigan
-$234K -3,943 Closed
Ameriprise
98
Ameriprise
Minnesota
-$208K -3,508 Closed
HR
99
Howe & Rusling
New York
-$17K -295 Closed
Creative Planning
100
Creative Planning
Kansas
-$2K -40 Closed

IGLB Hedge Fund Activity: Q2 2017 in Review

85 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2017, worth a combined $519M — up 3.6% from $501M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IGLB and 10 opened new positions — a net loss of 4 holders — while 33 trimmed existing stakes and 28 added.

The largest buyer was WBI Investments, adding an estimated $7.95M. The largest seller was CLA (CliftonLarsonAllen) Wealth Advisors, exiting entirely with an estimated $5.39M sold.

  • 85 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2017, down from 90 in Q1 2017.
  • Funds reported $519M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2017, up 3.6% quarter-over-quarter.
  • 10 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2017 and 14 closed out, a net change of -4 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2017 was WBI Investments, an estimated $7.95M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2017 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $5.39M sold.

Based on aggregated 13F filings for Q2 2017.