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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

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: 4 → 6 (+2)

20% more funds holding

Funds holding: 96 → 115 (+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
–

Top Buyers

Rank Fund Capital Flow
1
PP
Prudential plc
United Kingdom
+$91M
2
NAM
NorthCoast Asset Management
Connecticut
+$21.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.5M
4
KCMRT
Kemper Corp Master Retirement Trust
Illinois
+$9.89M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.57M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$47.5M
2
Ameriprise
Ameriprise
Minnesota
-$19.8M
3
Jane Street
Jane Street
New York
-$13.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$11.1M
5
NI
NYL Investors
New York
-$6.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7.75K +117 New
IA
102
IFP Advisors
Florida
$6K -$15K -226 -72%
CAGAS
103
Capital Advisory Group Advisory Services
Minnesota
$6K – – –
AIM
104
Anchor Investment Management
South Carolina
$5.33K – – –
CIAS
105
Capital Investment Advisory Services
North Carolina
$5K – – –
EWM
106
EPG Wealth Management
Georgia
$5K +$4.91K +74 New
LFG
107
Larson Financial Group
Missouri
$2K – – –
LGWM
108
Litman Gregory Wealth Management
California
$2K – – –
OPS
109
Orion Portfolio Solutions
Nebraska
$2K +$1.99K +30 New
JIR
110
James Investment Research
Ohio
$1K – – –
CAAS
111
Capital Asset Advisory Services
Michigan
$1K +$928 +14 New
LS
112
Leelyn Smith
Illinois
$303 +$371K +5,601 New
M&T Bank
113
M&T Bank
New York
– -$312K -4,677 Closed
OMC
114
Old Mission Capital
Illinois
– -$239K -3,585 Closed
HighTower Advisors
115
HighTower Advisors
Illinois
– -$203K -3,016 Closed
UBS AM
116
UBS AM
Illinois
– -$29.3K -440 Closed
Citigroup
117
Citigroup
New York
– -$13K -198 Closed
TAIM
118
TD Ameritrade Investment Management
Nebraska
– -$10K -146 Closed
SB
119
Strategic Blueprint
Georgia
– -$5K -74 Closed
CAL
120
Capital Analysts LLC
Pennsylvania
– -$4K -73 Closed
KWA
121
KCS Wealth Advisory
California
– -$3.4K -51 Closed
TI
122
tru Independence
Oregon
– +$464 +7 New
SMFS
123
Squar Milner Financial Services
California
– +$663 +10 New
1 2 3 4
5

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.