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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

96 hedge funds and large institutions have $1.25B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $693M → $1.25B (+$559M)

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

6.82% more ownership

Funds ownership: 65.23% → 72.05% (+6.8%)

4% more funds holding

Funds holding: 92 → 96 (+4)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
2.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
31
Reduced
33
Closed
11
Calls
$247K
Puts
–
Net Calls
+$247K
Net Calls Change
-$257K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$176M
2
PP
Prudential plc
United Kingdom
+$175M
3
Ameriprise
Ameriprise
Minnesota
+$95.8M
4
KCMRT
Kemper Corp Master Retirement Trust
Illinois
+$32.2M
5
Jane Street
Jane Street
New York
+$31.2M

Top Sellers

Rank Fund Capital Flow
1
TFS
Thoroughbred Financial Services
Tennessee
-$14.9M
2
AssetMark Inc
AssetMark Inc
California
-$12.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.62M
4
KeyBank National Association
KeyBank National Association
Ohio
-$3.44M
5
FA
FDx Advisors
Illinois
-$3.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
76
IFP Advisors
Florida
$21K +$20.5K +314 New
GWM
77
Geneos Wealth Management
Colorado
$16K +$5.56K +85 +51%
FIB
78
First Interstate Bank
Montana
$16K +$15.9K +243 New
Citigroup
79
Citigroup
New York
$13K +$12.9K +198 New
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$10K +$9.48K +145 New
TAIM
81
TD Ameritrade Investment Management
Nebraska
$10K +$9.55K +146 New
RIA
82
Realta Investment Advisors
Delaware
$8K -$1.64K -25 -17%
APA
83
American Portfolios Advisors
New York
$8K – – –
VCM
84
Vigilant Capital Management
Maine
$7K -$4.97K -76 -43%
CAGAS
85
Capital Advisory Group Advisory Services
Minnesota
$6K +$5.62K +86 New
AIM
86
Anchor Investment Management
South Carolina
$5.33K – – –
CIAS
87
Capital Investment Advisory Services
North Carolina
$5K – – –
SB
88
Strategic Blueprint
Georgia
$5K +$4.84K +74 New
SFS
89
Sowell Financial Services
Arkansas
$4K +$3.66K +56 New
CAL
90
Capital Analysts LLC
Pennsylvania
$4K +$4.77K +73 New
KWA
91
KCS Wealth Advisory
California
$3.4K +$3.33K +51 New
LFG
92
Larson Financial Group
Missouri
$2K – – –
LGWM
93
Litman Gregory Wealth Management
California
$2K – – –
ASN
94
Advisory Services Network
Georgia
$1K – – –
JIR
95
James Investment Research
Ohio
$1K – – –
TFS
96
Thoroughbred Financial Services
Tennessee
– -$14.9M -172,594 Closed
Citadel Advisors
97
Citadel Advisors
Florida
– -$4.62M -72,401 Closed
IWP
98
Icon Wealth Partners
Texas
– -$1.47M -23,046 Closed
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
– -$464K -7,100 Closed
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
– -$22K -352 Closed
1 2 3
4
5

IGLB Hedge Fund Activity: Q3 2019 in Review

96 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2019, worth a combined $1.25B — up 81% from $693M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IGLB positions and 11 closed out — a net gain of 4 holders — while 31 added to existing stakes and 33 trimmed.

The largest buyer was BlackRock, adding an estimated $176M. The largest seller was Thoroughbred Financial Services, exiting entirely with an estimated $14.9M sold.

  • 96 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2019, up from 92 in Q2 2019.
  • Funds reported $1.25B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2019, up 81% quarter-over-quarter.
  • 15 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2019 and 11 closed out, a net change of +4 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2019 was BlackRock, an estimated $176M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2019 was Thoroughbred Financial Services, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2019.