iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
98 hedge funds and large institutions have $616M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 7 closing their positions.
214% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 7
18% more funds holding
Funds holding: 83 → 98 (+15)
16% more capital invested
Capital invested by funds: $531M → $616M (+$85M)
3% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 32
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.47% less ownership
Funds ownership: 61.77% → 60.3% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$20.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$11.2M |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$6.79M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$5.99M |
| 5 |
Morgan Stanley
New York
|
+$4.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.16M |
| 2 |
BlackRock
New York
|
-$5.1M |
| 3 |
KeyBank National Association
Cleveland,
Ohio
|
-$4.64M |
| 4 |
LPL Financial
San Diego,
California
|
-$4.48M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFP
101
Ausdal Financial Partners
Davenport,
Iowa
| – | -$219K | -3,701 | Closed |
|
|
AIG
102
American International Group
New York
| – | -$207K | -3,505 | Closed |
|
103
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$21K | -354 | Closed |
|
|
UFA
104
US Financial Advisors
Braintree,
Massachusetts
| – | -$11K | -182 | Closed |
|
|
BWA
105
Burt Wealth Advisors
North Bethesda,
Maryland
| – | -$9K | -144 | Closed |
|
IGLB Hedge Fund Activity: Q2 2016 in Review
98 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2016, worth a combined $616M — up 16% from $531M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IGLB positions and 7 closed out — a net gain of 15 holders — while 33 added to existing stakes and 32 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $20.4M. The largest seller was Wells Fargo, cutting an estimated $5.16M.
- 98 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2016, up from 83 in Q1 2016.
- Funds reported $616M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2016, up 16% quarter-over-quarter.
- 22 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2016 and 7 closed out, a net change of +15 holders.
- The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2016 was AssetMark Inc, an estimated $20.4M added.
- The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2016 was Wells Fargo, an estimated $5.16M sold.
Based on aggregated 13F filings for Q2 2016.