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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

92 hedge funds and large institutions have $693M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

43% more capital invested

Capital invested by funds: $484M → $693M (+$210M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more funds holding

Funds holding: 81 → 92 (+11)

0.75% more ownership

Funds ownership: 64.48% → 65.23% (+0.75%)

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
19
Increased
34
Reduced
22
Closed
7
Calls
$504K
Puts
–
Net Calls
+$504K
Net Calls Change
+$504K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$113M
2
JP Morgan Chase
JP Morgan Chase
New York
+$31M
3
BlackRock
BlackRock
New York
+$11.7M
4
TFS
Thoroughbred Financial Services
Tennessee
+$10.5M
5
Wells Fargo
Wells Fargo
California
+$6.96M

Top Sellers

Rank Fund Capital Flow
1
CI
Conning Inc
Connecticut
-$11.3M
2
WI
WBI Investments
New Jersey
-$8.87M
3
NAM
NorthCoast Asset Management
Connecticut
-$5.15M
4
Northern Trust
Northern Trust
Illinois
-$3.27M
5
Morgan Stanley
Morgan Stanley
New York
-$3.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$22K +$6.99K +115 +49%
SIM
77
Sonora Investment Management
Arizona
$11K +$10.6K +175 New
VCM
78
Vigilant Capital Management
Maine
$11K +$10.7K +176 New
GWM
79
Geneos Wealth Management
Colorado
$10K – – –
RIA
80
Realta Investment Advisors
Delaware
$9K – – –
KFS
81
Kelly Financial Services
Massachusetts
$8.99K – – –
APA
82
American Portfolios Advisors
New York
$7.65K – – –
PO
83
Private Ocean
California
$6K – – –
AIM
84
Anchor Investment Management
South Carolina
$5.1K – – –
CIAS
85
Capital Investment Advisory Services
North Carolina
$5K -$791 -13 -14%
LFG
86
Larson Financial Group
Missouri
$2K +$61 +1 +4%
LGWM
87
Litman Gregory Wealth Management
California
$2K +$1.89K +31 New
ASN
88
Advisory Services Network
Georgia
$1K – – –
JIR
89
James Investment Research
Ohio
$1K – – –
RFM
90
Royal Fund Management
Florida
$1K +$1.22K +20 New
WI
91
WBI Investments
New Jersey
– -$8.87M -147,050 Closed
Renaissance Technologies
92
Renaissance Technologies
New York
– -$1.01M -16,800 Closed
SSG
93
Summit Securities Group
New York
– -$302K -5,000 Closed
SFSIG
94
San Francisco Sentry Investment Group
California
– -$103K -1,700 Closed
CA
95
Cetera Advisors
Colorado
– -$79K -1,317 Closed
SWM
96
SeaCrest Wealth Management
New York
– -$5K -81 Closed
PA
97
Parallel Advisors
California
– -$2K -40 Closed
CFA
98
Carroll Financial Associates
North Carolina
– +$547 +9 New
1 2 3
4

IGLB Hedge Fund Activity: Q2 2019 in Review

92 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2019, worth a combined $693M — up 43% from $484M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IGLB positions and 7 closed out — a net gain of 12 holders — while 34 added to existing stakes and 22 trimmed.

The largest buyer was Ameriprise, adding an estimated $113M. The largest seller was Conning Inc, cutting an estimated $11.3M.

  • 92 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2019, up from 81 in Q1 2019.
  • Funds reported $693M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2019, up 43% quarter-over-quarter.
  • 19 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2019 and 7 closed out, a net change of +12 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2019 was Ameriprise, an estimated $113M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2019 was Conning Inc, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2019.