iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
44 hedge funds and large institutions have $377M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 5 closing their positions.
91% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 11
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
7% more funds holding
Funds holding: 41 → 44 (+3)
5% more capital invested
Capital invested by funds: $357M → $377M (+$19.6M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.77% less ownership
Funds ownership: 71.08% → 68.31% (-2.8%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $264K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.22M |
| 2 |
Morgan Stanley
New York
|
+$5.02M |
| 3 |
KeyBank National Association
Cleveland,
Ohio
|
+$3.05M |
| 4 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$2.84M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.37M |
| 3 |
AssetMark Inc
Concord,
California
|
-$1.23M |
| 4 |
Goldman Sachs
New York
|
-$1.02M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$603K |
IGLB Hedge Fund Activity: Q3 2014 in Review
44 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2014, worth a combined $377M — up 5.5% from $357M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IGLB positions and 5 closed out — a net gain of 3 holders — while 21 added to existing stakes and 11 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $9.22M. The largest seller was Wells Fargo, cutting an estimated $4.9M.
- 44 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2014, up from 41 in Q2 2014.
- Funds reported $377M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2014, up 5.5% quarter-over-quarter.
- 8 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2014 and 5 closed out, a net change of +3 holders.
- The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2014 was Fidelity Investments, an estimated $9.22M added.
- The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2014 was Wells Fargo, an estimated $4.9M sold.
Based on aggregated 13F filings for Q3 2014.