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iShares 10+ Year Investment Grade Corporate Bond ETF

106 hedge funds and large institutions have $961M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $525K | Put options by funds: $203K

5% less funds holding

Funds holding: 112106 (-6)

14.22% less ownership

Funds ownership: 69.35%55.13% (-14%)

24% less capital invested

Capital invested by funds: $1.27B → $961M (-$304M)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

41% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 44

Holders
106
Holders Change
-6
Holders Change %
-5.36%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
12
Increased
26
Reduced
44
Closed
18
Calls
$525K
Puts
$203K
Net Calls
+$322K
Net Calls Change
-$155K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
101
Anchor Investment Management
South Carolina
$5.67K +$67 +1 +1%
OPS
102
Orion Portfolio Solutions
Nebraska
$3K -$23.9K -357 -89%
LGWM
103
Litman Gregory Wealth Management
California
$2K
SMG
104
Spectrum Management Group
Indiana
$2K +$2.01K +30 New
CAAS
105
Capital Asset Advisory Services
Michigan
$1K
Citadel Advisors
106
Citadel Advisors
Florida
-$12.4M -195,067 Closed
IWS
107
Insight Wealth Strategies
California
-$2.68M -42,156 Closed
Nomura Asset Management
108
Nomura Asset Management
Japan
-$1.11M -17,450 Closed
TSS
109
Two Sigma Securities
New York
-$363K -5,700 Closed
Comerica Bank
110
Comerica Bank
Texas
-$252K -3,722 Closed
VCS
111
Vaughan & Co Securities
New Jersey
-$31.4K -493 Closed
CS
112
Capital Square
Tennessee
-$21K -331 Closed
WQ
113
Wealth Quarterback
New Jersey
-$20.9K -328 Closed
RFA
114
Reilly Financial Advisors
California
-$18K -288 Closed
CTC
115
Central Trust Company
Missouri
-$16K -245 Closed
SAM
116
S.A. Mason
Michigan
-$15K -235 Closed
EWM
117
EPG Wealth Management
Georgia
-$15K -231 Closed
LWM
118
Liberty Wealth Management
California
-$14K -222 Closed
CAGAS
119
Capital Advisory Group Advisory Services
Minnesota
-$5K -86 Closed
AIC
120
Ameritas Investment Company
Nebraska
-$3K -42 Closed
BFC
121
Bedel Financial Consulting
Indiana
-$2K -39 Closed
SPIA
122
Steward Partners Investment Advisory
New York
-$2K -37 Closed
CAN
123
Claraphi Advisory Network
United States
-$1K -20 Closed

IGLB Hedge Fund Activity: Q2 2020 in Review

106 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2020, worth a combined $961M — down 24% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IGLB and 12 opened new positions — a net loss of 6 holders — while 44 trimmed existing stakes and 26 added.

The largest buyer was Bank of America, adding an estimated $10.7M. The largest seller was Prudential plc, cutting an estimated $183M.

  • 106 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2020, down from 112 in Q1 2020.
  • Funds reported $961M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2020, down 24% quarter-over-quarter.
  • 12 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2020 and 18 closed out, a net change of -6 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2020 was Bank of America, an estimated $10.7M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2020 was Prudential plc, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2020.