iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
41 hedge funds and large institutions have $357M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 5 closing their positions.
280% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 5
220% more call options, than puts
Call options by funds: $950K | Put options by funds: $297K
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
93% more capital invested
Capital invested by funds: $185M → $357M (+$172M)
28% more funds holding
Funds holding: 32 → 41 (+9)
5.94% more ownership
Funds ownership: 65.13% → 71.08% (+5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$64.1M |
| 2 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$31.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$23.2M |
| 4 |
Morgan Stanley
New York
|
+$11.6M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$6.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.38M |
| 2 |
KeyBank National Association
Cleveland,
Ohio
|
-$2.21M |
| 3 |
SCM
Saba Capital Management
New York
|
-$1.8M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.5M |
| 5 |
Jane Street
New York
|
-$811K |
IGLB Hedge Fund Activity: Q2 2014 in Review
41 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2014, worth a combined $357M — up 93% from $185M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IGLB positions and 5 closed out — a net gain of 9 holders — while 19 added to existing stakes and 5 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $64.1M. The largest seller was Bank of Montreal, cutting an estimated $2.38M.
- 41 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2014, up from 32 in Q1 2014.
- Funds reported $357M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2014, up 93% quarter-over-quarter.
- 14 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2014 and 5 closed out, a net change of +9 holders.
- The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2014 was Fidelity Investments, an estimated $64.1M added.
- The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2014 was Bank of Montreal, an estimated $2.38M sold.
Based on aggregated 13F filings for Q2 2014.