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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

81 hedge funds and large institutions have $336M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

9% more funds holding

Funds holding: 74 → 81 (+7)

1% less capital invested

Capital invested by funds: $340M → $336M (-$4.08M)

1.99% less ownership

Funds ownership: 59.6% → 57.61% (-2%)

36% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 28

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
24
Increased
18
Reduced
28
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$18.4M
2
Jane Street
Jane Street
New York
+$10.2M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$6.57M
4
AP
Agilis Partners
Massachusetts
+$4.64M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.51M

Top Sellers

Rank Fund Capital Flow
1
NAM
NorthCoast Asset Management
Connecticut
-$22.6M
2
FWIA
Fort Washington Investment Advisors
Ohio
-$17.9M
3
NI
NYL Investors
New York
-$7.87M
4
BlackRock
BlackRock
New York
-$7.2M
5
AssetMark Inc
AssetMark Inc
California
-$6.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
76
Anchor Investment Management
South Carolina
$4.5K – – –
PA
77
Parallel Advisors
California
$2K +$2.24K +40 New
William Blair & Company
78
William Blair & Company
Illinois
$2K +$2.3K +41 New
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$1K -$14.6K -261 -91%
LFG
80
Larson Financial Group
Missouri
$1K +$1.4K +25 New
CWM
81
Cornerstone Wealth Management
Missouri
– -$285K -17,646 Closed
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
– -$940K -16,134 Closed
FHA
83
Flagship Harbor Advisors
Massachusetts
– -$373K -6,449 Closed
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
– -$276K -4,741 Closed
LFA
85
Legacy Financial Advisors
Kentucky
– -$274K -4,712 Closed
PAG
86
Private Advisor Group
New Jersey
– -$244K -4,193 Closed
OIA
87
OneDigital Investment Advisors
Kansas
– -$52K -898 Closed
FANJ
88
Financial Architects (New Jersey)
New Jersey
– -$26K -440 Closed
SFM
89
Signet Financial Management
New Jersey
– -$21K -367 Closed
SWP
90
Stratos Wealth Partners
Ohio
– -$12K -202 Closed
SPIA
91
Steward Partners Investment Advisory
New York
– -$11K -184 Closed
Fidelity Investments
92
Fidelity Investments
Massachusetts
– -$5K -86 Closed
APP
93
Avantax Planning Partners
Iowa
– -$3K -55 Closed
Barclays
94
Barclays
United Kingdom
– -$2K -40 Closed
RCAG
95
Rehmann Capital Advisory Group
Michigan
– -$1.85K -31 Closed
BCI
96
Brinker Capital Investments
Pennsylvania
– -$2K -26 Closed
JIR
97
James Investment Research
Ohio
– +$449 +8 New
1 2 3
4

IGLB Hedge Fund Activity: Q4 2018 in Review

81 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2018, worth a combined $336M — down 1.2% from $340M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IGLB positions and 17 closed out — a net gain of 7 holders — while 18 added to existing stakes and 28 trimmed.

The largest buyer was Stifel Financial, adding an estimated $18.4M. The largest seller was NorthCoast Asset Management, cutting an estimated $22.6M.

  • 81 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2018, up from 74 in Q3 2018.
  • Funds reported $336M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2018, down 1.2% quarter-over-quarter.
  • 24 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2018 and 17 closed out, a net change of +7 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2018 was Stifel Financial, an estimated $18.4M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2018 was NorthCoast Asset Management, an estimated $22.6M sold.

Based on aggregated 13F filings for Q4 2018.