We are live on ! Find out more
IGLB icon

iShares 10+ Year Investment Grade Corporate Bond ETF

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: 9296 (+4)

0% more funds holding in top 10

Funds holding in top 10: 44 (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
Name Holding Trade Value Shares
Change
Change in
Stake
WP
101
WealthShield Partners
North Carolina
-$22K -341 Closed
SIM
102
Sonora Investment Management
Arizona
-$11K -175 Closed
KFS
103
Kelly Financial Services
Massachusetts
-$8.99K -141 Closed
PO
104
Private Ocean
California
-$6K -99 Closed
RFM
105
Royal Fund Management
Florida
-$1K -20 Closed

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.