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iShares 10+ Year Investment Grade Corporate Bond ETF

81 hedge funds and large institutions have $484M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 18

44% more capital invested

Capital invested by funds: $336M → $484M (+$148M)

6.87% more ownership

Funds ownership: 57.61%64.48% (+6.9%)

0% more funds holding

Funds holding: 8181 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

Holders
81
Holders Change
Holders Change %
0%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
34
Reduced
18
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
K
1
Kemper
Illinois
$63.1M +$60.5M +1,045,000 New
BlackRock
2
BlackRock
New York
$62.5M +$15.7M +270,210 +35%
AssetMark Inc
3
AssetMark Inc
California
$40.6M -$4.59M -79,288 -11%
KeyBank National Association
4
KeyBank National Association
Ohio
$32.8M +$10.1M +173,509 +47%
Stifel Financial
5
Stifel Financial
Missouri
$27.7M -$1.62M -27,998 -6%
NAM
6
NorthCoast Asset Management
Connecticut
$26.8M +$1.18M +20,395 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$21.3M +$10.2M +176,348 +100%
Bank of America
8
Bank of America
North Carolina
$19.4M +$14.8M +255,798 +394%
FWIA
9
Fort Washington Investment Advisors
Ohio
$19.2M +$18.5M +318,615 New
NI
10
NYL Investors
New York
$18.1M -$3.76M -64,945 -18%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$13.2M +$5.77M +99,650 +84%
CI
12
Conning Inc
Connecticut
$12.9M -$2M -34,584 -14%
Morgan Stanley
13
Morgan Stanley
New York
$11.9M +$1.14M +19,760 +11%
Wells Fargo
14
Wells Fargo
California
$11.5M +$4.93M +85,021 +81%
FA
15
FDx Advisors
Illinois
$10.4M +$6.46M +111,501 +184%
WI
16
WBI Investments
New Jersey
$8.87M +$5.37M +92,620 +170%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$7.56M +$6.24M +107,667 +430,668%
Ameriprise
18
Ameriprise
Minnesota
$6.5M +$6.02M +103,988 +2,865%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$6.41M -$636K -10,975 -9%
PI
20
PFS Investments
Georgia
$6.23M +$3.88M +66,915 +184%
UBS Group
21
UBS Group
Switzerland
$5.69M +$677K +11,692 +14%
LPL Financial
22
LPL Financial
California
$5.51M -$6.24M -107,730 -54%
Northern Trust
23
Northern Trust
Illinois
$5.28M +$5.07M +87,462 New
AP
24
Agilis Partners
Massachusetts
$5.25M +$254K +4,384 +5%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$4.26M +$2.59M +44,672 +173%

IGLB Hedge Fund Activity: Q1 2019 in Review

81 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2019, worth a combined $484M — up 44% from $336M a quarter earlier.

Fund positioning in IGLB was balanced in Q1 2019: 15 funds opened new positions, 15 closed out, 34 added to existing stakes and 18 trimmed.

The largest buyer was Kemper, opening a new position worth an estimated $60.5M. The largest seller was Thoroughbred Financial Services, exiting entirely with an estimated $11.4M sold.

  • 81 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $484M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2019, up 44% quarter-over-quarter.
  • 15 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2019 and 15 closed out, a net change of 0 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2019 was Kemper, an estimated $60.5M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2019 was Thoroughbred Financial Services, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2019.