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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

112 hedge funds and large institutions have $1.27B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 24

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

1.18% less ownership

Funds ownership: 70.52% → 69.35% (-1.2%)

3% less funds holding

Funds holding: 115 → 112 (-3)

7% less capital invested

Capital invested by funds: $1.36B → $1.27B (-$92.4M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
112
Holders Change
-3
Holders Change %
-2.61%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
23
Increased
47
Reduced
24
Closed
19
Calls
$477K
Puts
–
Net Calls
+$477K
Net Calls Change
+$477K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$14.6M
2
KCMRT
Kemper Corp Master Retirement Trust
Illinois
+$13.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$13M
4
Bank of America
Bank of America
North Carolina
+$11.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.2M

Top Sellers

Rank Fund Capital Flow
1
K
Kemper
Illinois
-$69.7M
2
NAM
NorthCoast Asset Management
Connecticut
-$25.9M
3
Stifel Financial
Stifel Financial
Missouri
-$25.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$21.7M
5
BlackRock
BlackRock
New York
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
101
Anchor Investment Management
South Carolina
$5.09K – – –
LS
102
Leelyn Smith
Illinois
$5K -$368K -5,520 -99%
WP
103
WealthShield Partners
North Carolina
$5K -$6.33K -95 -54%
CAGAS
104
Capital Advisory Group Advisory Services
Minnesota
$5K – – –
CIAS
105
Capital Investment Advisory Services
North Carolina
$5K – – –
AIC
106
Ameritas Investment Company
Nebraska
$3K +$2.8K +42 New
LGWM
107
Litman Gregory Wealth Management
California
$2K – – –
SPIA
108
Steward Partners Investment Advisory
New York
$2K +$2.47K +37 New
BFC
109
Bedel Financial Consulting
Indiana
$2K +$2.6K +39 New
CAAS
110
Capital Asset Advisory Services
Michigan
$1K – – –
CAN
111
Claraphi Advisory Network
United States
$1K +$1.33K +20 New
K
112
Kemper
Illinois
– -$69.7M -1,045,000 Closed
B
113
Bailard
California
– -$3.26M -48,890 Closed
Baird Financial Group
114
Baird Financial Group
Wisconsin
– -$949K -14,235 Closed
PFA
115
Pinnacle Family Advisors
Missouri
– -$710K -10,653 Closed
IAA
116
Independent Advisor Alliance
North Carolina
– -$444K -6,664 Closed
PAG
117
Private Advisory Group
Washington
– -$392K -5,884 Closed
BWM
118
BerganKDV Wealth Management
Minnesota
– -$367K -5,507 Closed
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
– -$279K -4,187 Closed
VWA
120
Visionary Wealth Advisors
Illinois
– -$266K -3,983 Closed
AI
121
Atria Investments
North Carolina
– -$232K -3,476 Closed
RIA
122
Realta Investment Advisors
Delaware
– -$161K -2,415 Closed
TWP
123
TFO Wealth Partners
Ohio
– -$57K -868 Closed
TWA
124
TCI Wealth Advisors
Arizona
– -$52K -781 Closed
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
– -$18K -272 Closed
2 3 4
5
6

IGLB Hedge Fund Activity: Q1 2020 in Review

112 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2020, worth a combined $1.27B — down 6.8% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IGLB positions and 19 closed out — a net gain of 4 holders — while 47 added to existing stakes and 24 trimmed.

The largest buyer was Jane Street, adding an estimated $14.6M. The largest seller was Kemper, exiting entirely with an estimated $69.7M sold.

  • 112 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2020, down from 115 in Q4 2019.
  • Funds reported $1.27B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2020, down 6.8% quarter-over-quarter.
  • 23 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2020 and 19 closed out, a net change of +4 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $14.6M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2020 was Kemper, an estimated $69.7M sold.

Based on aggregated 13F filings for Q1 2020.