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iShares 10+ Year Investment Grade Corporate Bond ETF

108 hedge funds and large institutions have $1.03B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

455% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $227K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

7% more capital invested

Capital invested by funds: $961M → $1.03B (+$66.8M)

1.96% more ownership

Funds ownership: 55.13%57.09% (+2%)

2% more funds holding

Funds holding: 106108 (+2)

Holders
108
Holders Change
+2
Holders Change %
+1.89%
% of All Funds
2.18%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
15
Increased
44
Reduced
29
Closed
13
Calls
$1.26M
Puts
$227K
Net Calls
+$1.03M
Net Calls Change
+$711K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$5K -$2.15K -30 -31%
LS
102
Leelyn Smith
Illinois
$5K -$359 -5 -6%
SMG
103
Spectrum Management Group
Indiana
$3K +$646 +9 +30%
ZB
104
Zions Bancorporation
Utah
$3K +$2.73K +38 New
HS
105
Horan Securities
United States
$3K +$3.52K +49 New
LGWM
106
Litman Gregory Wealth Management
California
$2K
MFT
107
Moisand Fitzgerald Tamayo
Florida
$2K +$2.3K +32 New
BFEC
108
Benjamin F. Edwards & Company
Missouri
-$5.34M -76,281 Closed
CIM
109
Confluence Investment Management
Missouri
-$3.03M -43,293 Closed
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
-$1.16M -18,300 Closed
M&T Bank
111
M&T Bank
New York
-$274K -3,907 Closed
VWA
112
Visionary Wealth Advisors
Illinois
-$258K -3,681 Closed
CWS
113
Cypress Wealth Services
California
-$259K -3,605 Closed
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
-$217K -3,102 Closed
CCA
115
Cobblestone Capital Advisors
New York
-$213K -3,045 Closed
BEI
116
Benjamin Edwards Inc
Missouri
-$97K -1,379 Closed
PAG
117
Private Advisor Group
New Jersey
-$52K -745 Closed
AF
118
Advisornet Financial
Minnesota
-$27.3K -381 Closed
OPS
119
Orion Portfolio Solutions
Nebraska
-$3K -45 Closed
CAAS
120
Capital Asset Advisory Services
Michigan
-$1K -14 Closed

IGLB Hedge Fund Activity: Q3 2020 in Review

108 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2020, worth a combined $1.03B — up 6.9% from $961M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IGLB positions and 13 closed out — a net gain of 2 holders — while 44 added to existing stakes and 29 trimmed.

The largest buyer was Dai-ichi Life Insurance Company, opening a new position worth an estimated $93.8M. The largest seller was BlackRock, cutting an estimated $50.9M.

  • 108 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2020, up from 106 in Q2 2020.
  • Funds reported $1.03B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2020, up 6.9% quarter-over-quarter.
  • 15 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2020 and 13 closed out, a net change of +2 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2020 was Dai-ichi Life Insurance Company, an estimated $93.8M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2020 was BlackRock, an estimated $50.9M sold.

Based on aggregated 13F filings for Q3 2020.