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iShares 10+ Year Investment Grade Corporate Bond ETF

80 hedge funds and large institutions have $491M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

1% more capital invested

Capital invested by funds: $489M → $491M (+$2.66M)

0.19% more ownership

Funds ownership: 58.57%58.76% (+0.19%)

2% less funds holding

Funds holding: 8280 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
80
Holders Change
-2
Holders Change %
-2.44%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
27
Reduced
26
Closed
15
Calls
$348K
Puts
Net Calls
+$348K
Net Calls Change
+$267K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
SeaCrest Wealth Management
New York
$5K +$5.05K +81 New
BCI
77
Brinker Capital Investments
Pennsylvania
$2K +$1.62K +26 New
RFC
78
Regions Financial Corp
Alabama
$2K +$1.87K +30 New
SIS
79
Sound Income Strategies
Florida
$2K +$2.06K +33 New
ASN
80
Advisory Services Network
Georgia
$1K
AF
81
Advisornet Financial
Minnesota
$1K +$1.44K +23 New
WI
82
WBI Investments
New Jersey
-$25M -402,244 Closed
Jane Street
83
Jane Street
New York
-$9.6M -154,700 Closed
SMM
84
Stadion Money Management
Georgia
-$3.97M -63,981 Closed
WS
85
Wedbush Securities
California
-$897K -14,450 Closed
OMC
86
Old Mission Capital
Illinois
-$539K -8,693 Closed
TU
87
TDAM USA
Ontario, Canada
-$441K -7,100 Closed
BCM
88
Bluefin Capital Management
New York
-$431K -6,949 Closed
JP Morgan Chase
89
JP Morgan Chase
New York
-$300K -4,852 Closed
IH
90
IFC Holdings
Florida
-$232K -3,732 Closed
NPC
91
National Planning Corporation
California
-$205K -3,296 Closed
BF
92
BOK Financial
Oklahoma
-$47K -750 Closed
WTB
93
Washington Trust Bank
Washington
-$34K -555 Closed
DOA
94
D'Orazio & Associates
Virginia
-$26K -417 Closed
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
-$25K -397 Closed
CFD
96
Creative Financial Designs
Indiana
-$2K -40 Closed

IGLB Hedge Fund Activity: Q4 2017 in Review

80 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2017, worth a combined $491M — up 0.54% from $489M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IGLB and 13 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 27 added.

The largest buyer was Conning Inc, adding an estimated $16.5M. The largest seller was WBI Investments, exiting entirely with an estimated $25M sold.

  • 80 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2017, down from 82 in Q3 2017.
  • Funds reported $491M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2017, up 0.54% quarter-over-quarter.
  • 13 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2017 and 15 closed out, a net change of -2 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2017 was Conning Inc, an estimated $16.5M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2017 was WBI Investments, an estimated $25M sold.

Based on aggregated 13F filings for Q4 2017.