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iShares 10+ Year Investment Grade Corporate Bond ETF

92 hedge funds and large institutions have $693M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

43% more capital invested

Capital invested by funds: $484M → $693M (+$210M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more funds holding

Funds holding: 8192 (+11)

0.75% more ownership

Funds ownership: 64.48%65.23% (+0.75%)

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
19
Increased
34
Reduced
22
Closed
7
Calls
$504K
Puts
Net Calls
+$504K
Net Calls Change
+$504K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$120M +$113M +1,857,543 +1,726%
BlackRock
2
BlackRock
New York
$78.3M +$11.7M +192,711 +19%
K
3
Kemper
Illinois
$66.6M
AssetMark Inc
4
AssetMark Inc
California
$42.5M -$411K -6,763 -1%
Stifel Financial
5
Stifel Financial
Missouri
$35.2M +$5.78M +95,054 +21%
KeyBank National Association
6
KeyBank National Association
Ohio
$34.7M +$8.52K +140 +0%
JP Morgan Chase
7
JP Morgan Chase
New York
$32.3M +$31M +509,041 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$27.1M +$4.42M +72,698 +21%
NAM
9
NorthCoast Asset Management
Connecticut
$23M -$5.15M -84,725 -19%
Bank of America
10
Bank of America
North Carolina
$22.7M +$2.12M +34,921 +11%
FWIA
11
Fort Washington Investment Advisors
Ohio
$20.3M
Wells Fargo
12
Wells Fargo
California
$19.4M +$6.96M +114,478 +60%
NI
13
NYL Investors
New York
$19M -$54.7K -900 -0.3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$18.9M +$4.76M +78,300 +36%
TFS
15
Thoroughbred Financial Services
Tennessee
$14.9M +$10.5M +172,594 New
FA
16
FDx Advisors
Illinois
$12.5M +$1.49M +24,450 +14%
Morgan Stanley
17
Morgan Stanley
New York
$9.31M -$3.07M -50,465 -26%
PI
18
PFS Investments
Georgia
$8.29M +$1.64M +26,927 +26%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$7.56M
UBS Group
20
UBS Group
Switzerland
$7.14M +$1.07M +17,669 +19%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$6.86M +$87.3K +1,435 +1%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$6.43M +$1.84M +30,281 +43%
LPL Financial
23
LPL Financial
California
$6.2M +$366K +6,011 +7%
AP
24
Agilis Partners
Massachusetts
$4.94M -$579K -9,514 -11%
Citadel Advisors
25
Citadel Advisors
Florida
$4.62M +$4.4M +72,401 New

IGLB Hedge Fund Activity: Q2 2019 in Review

92 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2019, worth a combined $693M — up 43% from $484M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IGLB positions and 7 closed out — a net gain of 12 holders — while 34 added to existing stakes and 22 trimmed.

The largest buyer was Ameriprise, adding an estimated $113M. The largest seller was Conning Inc, cutting an estimated $11.3M.

  • 92 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2019, up from 81 in Q1 2019.
  • Funds reported $693M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2019, up 43% quarter-over-quarter.
  • 19 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2019 and 7 closed out, a net change of +12 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2019 was Ameriprise, an estimated $113M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2019 was Conning Inc, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2019.