IGLB icon

iShares 10+ Year Investment Grade Corporate Bond ETF

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.

Holders
41
Holders Change
+9
Holders Change %
+28.13%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
14
Increased
19
Reduced
5
Closed
5
Calls
$950K
Puts
$297K
Net Calls
+$653K
Net Calls Change
+$653K
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$65.2M 1,076,470 +1,076,470 New
KeyBank National Association
2
KeyBank National Association
Ohio
$50.9M 840,890 -37,176 -4%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$32.4M 535,100 -40,000 -7%
BIM
4
BlackRock Investment Management
Delaware
$32.2M 532,508 +532,024 +109,922%
AssetMark Inc
5
AssetMark Inc
California
$27.8M 459,138 +55,169 +14%
Wells Fargo
6
Wells Fargo
California
$24.9M 411,419 +390,325 +1,850%
Bank of America
7
Bank of America
North Carolina
$19.7M 325,458 +82,891 +34%
Morgan Stanley
8
Morgan Stanley
New York
$19.2M 316,510 +194,633 +160%
U
9
UBS
Switzerland
$16.3M 268,866 +83,907 +45%
CIM
10
Confluence Investment Management
Missouri
$9.78M 161,437 -6,093 -4%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$8.6M 141,950 +5,474 +4%
BFA
12
BlackRock Fund Advisors
California
$7.95M 131,218 +31,296 +31%
Stifel Financial
13
Stifel Financial
Missouri
$7.14M 117,973 +73,913 +168%
PPA
14
Parametric Portfolio Associates
Washington
$6.68M 110,338 +110,338 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.94M 98,122 -2,013 -2%
LFG
16
LifePlan Financial Group
Ohio
$5.22M 86,149 +86,149 New
LPL Financial
17
LPL Financial
California
$4.92M 81,248 +19,089 +31%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$2.03M 33,551 +33,551 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.63M 26,977 +6,238 +30%
RJA
20
Raymond James & Associates
Florida
$1.33M 21,898 +21,898 New
HighTower Advisors
21
HighTower Advisors
Illinois
$1.32M 21,871 +21,871 New
PAG
22
Private Advisor Group
New Jersey
$1.18M 19,495 +7,527 +63%
Goldman Sachs
23
Goldman Sachs
New York
$1.02M 16,891 +5,584 +49%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$545K 9,004 -331 -4%
BIA
25
Biondo Investment Advisors
Pennsylvania
$533K 8,801 +8,801 New