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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

108 hedge funds and large institutions have $1.03B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

455% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $227K

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

7% more capital invested

Capital invested by funds: $961M → $1.03B (+$66.8M)

1.96% more ownership

Funds ownership: 55.13% → 57.09% (+2%)

2% more funds holding

Funds holding: 106 → 108 (+2)

Holders
108
Holders Change
+2
Holders Change %
+1.89%
% of All Funds
2.18%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
15
Increased
44
Reduced
29
Closed
13
Calls
$1.26M
Puts
$227K
Net Calls
+$1.03M
Net Calls Change
+$711K

Top Buyers

Rank Fund Capital Flow
1
DILIC
Dai-ichi Life Insurance Company
Japan
+$93.8M
2
NAM
NorthCoast Asset Management
Connecticut
+$10.4M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$5.44M
4
Bank of America
Bank of America
North Carolina
+$4.83M
5
Wells Fargo
Wells Fargo
California
+$4.23M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$50.9M
2
Stifel Financial
Stifel Financial
Missouri
-$9.86M
3
BFEC
Benjamin F. Edwards & Company
Missouri
-$5.34M
4
AssetMark Inc
AssetMark Inc
California
-$3.16M
5
CIM
Confluence Investment Management
Missouri
-$3.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$85K – – –
FFA
77
Founders Financial Alliance
North Carolina
$82K +$83.8K +1,168 New
PP
78
PrairieView Partners
Minnesota
$73K – – –
Fidelity Investments
79
Fidelity Investments
Massachusetts
$68K +$7.53K +105 +12%
TFGT
80
TS Financial Group (TSFG)
Illinois
$61K – – –
PFS
81
Prospera Financial Services
Texas
$56K +$57.3K +799 New
AF
82
Allworth Financial
California
$45K – – –
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$44K +$11.5K +160 +35%
AIP
84
Ameritas Investment Partners
Nebraska
$39K -$6.1K -85 -13%
WP
85
WealthShield Partners
North Carolina
$37K +$4.09K +57 +12%
William Blair & Company
86
William Blair & Company
Illinois
$37K +$19K +265 +102%
Citigroup
87
Citigroup
New York
$28K – – –
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$26K – – –
SWM
89
Selective Wealth Management
Virginia
$24K – – –
APA
90
American Portfolios Advisors
New York
$22K -$4.23K -59 -16%
RG
91
Retirement Group
California
$18K +$143 +2 +0.8%
CT
92
Caldwell Trust
Florida
$15.1K – – –
VRM
93
Vectors Research Management
New York
$13K – – –
IF
94
Ironwood Financial
Arizona
$10K – – –
SFS
95
Sowell Financial Services
Arkansas
$10K +$2.3K +32 +28%
TRCT
96
Tower Research Capital (TRC)
New York
$9K – – –
Deutsche Bank
97
Deutsche Bank
Germany
$8K -$7.75K -108 -49%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$8K +$8.18K +114 New
CIAS
99
Capital Investment Advisory Services
North Carolina
$6K – – –
AIM
100
Anchor Investment Management
South Carolina
$5.7K – – –
1 2 3
4
5

IGLB Hedge Fund Activity: Q3 2020 in Review

108 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2020, worth a combined $1.03B — up 6.9% from $961M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IGLB positions and 13 closed out — a net gain of 2 holders — while 44 added to existing stakes and 29 trimmed.

The largest buyer was Dai-ichi Life Insurance Company, opening a new position worth an estimated $93.8M. The largest seller was BlackRock, cutting an estimated $50.9M.

  • 108 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2020, up from 106 in Q2 2020.
  • Funds reported $1.03B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2020, up 6.9% quarter-over-quarter.
  • 15 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2020 and 13 closed out, a net change of +2 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2020 was Dai-ichi Life Insurance Company, an estimated $93.8M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2020 was BlackRock, an estimated $50.9M sold.

Based on aggregated 13F filings for Q3 2020.