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iShares 10+ Year Investment Grade Corporate Bond ETF

115 hedge funds and large institutions have $1.36B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 14

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

20% more funds holding

Funds holding: 96115 (+19)

8% more capital invested

Capital invested by funds: $1.25B → $1.36B (+$106M)

1.52% less ownership

Funds ownership: 72.05%70.52% (-1.5%)

Holders
115
Holders Change
+19
Holders Change %
+19.79%
% of All Funds
2.27%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
30
Increased
52
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
76
Next Financial Group
Texas
$188K +$1.26K +19 +0.7%
RIA
77
Realta Investment Advisors
Delaware
$161K +$152K +2,295 +1,913%
LFG
78
LifePlan Financial Group
Ohio
$135K
GWM
79
Geneos Wealth Management
Colorado
$78K +$60.6K +915 +363%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$75K +$6.1K +92 +9%
CFGS
81
Concourse Financial Group Securities
Alabama
$66K +$65.6K +989 New
TFGT
82
TS Financial Group (TSFG)
Illinois
$58K
TWP
83
TFO Wealth Partners
Ohio
$57K +$57.5K +868 New
TWA
84
TCI Wealth Advisors
Arizona
$52K
AIP
85
Ameritas Investment Partners
Nebraska
$44K -$1.59K -24 -3%
AF
86
Allworth Financial
California
$42K
VCS
87
Vaughan & Co Securities
New Jersey
$32.9K +$32.7K +493 New
APA
88
American Portfolios Advisors
New York
$25K +$16.9K +255 +213%
AF
89
Advisornet Financial
Minnesota
$25K -$1.26K -19 -5%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$25K
WQ
91
Wealth Quarterback
New Jersey
$21.7K +$21.6K +326 New
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$18K +$8.42K +127 +88%
RG
93
Retirement Group
California
$18K +$17.7K +267 New
FIB
94
First Interstate Bank
Montana
$16K
CT
95
Caldwell Trust
Florida
$14.3K +$14.2K +214 New
William Blair & Company
96
William Blair & Company
Illinois
$14K +$14.3K +215 New
SFS
97
Sowell Financial Services
Arkansas
$12K +$8.29K +125 +223%
WP
98
WealthShield Partners
North Carolina
$12K +$11.7K +177 New
VRM
99
Vectors Research Management
New York
$12K +$12.3K +186 New
VCM
100
Vigilant Capital Management
Maine
$7K

IGLB Hedge Fund Activity: Q4 2019 in Review

115 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2019, worth a combined $1.36B — up 8.4% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IGLB positions and 9 closed out — a net gain of 21 holders — while 52 added to existing stakes and 14 trimmed.

The largest buyer was Prudential plc, adding an estimated $91M. The largest seller was BlackRock, cutting an estimated $47.5M.

  • 115 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2019, up from 96 in Q3 2019.
  • Funds reported $1.36B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2019, up 8.4% quarter-over-quarter.
  • 30 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2019 and 9 closed out, a net change of +21 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2019 was Prudential plc, an estimated $91M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2019 was BlackRock, an estimated $47.5M sold.

Based on aggregated 13F filings for Q4 2019.