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iShares 10+ Year Investment Grade Corporate Bond ETF

96 hedge funds and large institutions have $1.25B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $693M → $1.25B (+$559M)

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

6.82% more ownership

Funds ownership: 65.23%72.05% (+6.8%)

4% more funds holding

Funds holding: 9296 (+4)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
2.1%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
31
Reduced
33
Closed
11
Calls
$247K
Puts
Net Calls
+$247K
Net Calls Change
-$257K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$262M +$176M +2,697,140 +220%
Ameriprise
2
Ameriprise
Minnesota
$228M +$95.8M +1,465,170 +75%
PP
3
Prudential plc
United Kingdom
$179M +$175M +2,679,574 New
K
4
Kemper
Illinois
$69.6M
JP Morgan Chase
5
JP Morgan Chase
New York
$42.3M +$8.21M +125,583 +25%
NI
6
NYL Investors
New York
$41.6M +$21.4M +326,529 +109%
Stifel Financial
7
Stifel Financial
Missouri
$34.3M -$2.43M -37,105 -7%
Jane Street
8
Jane Street
New York
$33.1M +$31.2M +477,000 +2,441%
KCMRT
9
Kemper Corp Master Retirement Trust
Illinois
$32.8M +$32.2M +491,803 New
KeyBank National Association
10
KeyBank National Association
Ohio
$32.7M -$3.44M -52,582 -10%
AssetMark Inc
11
AssetMark Inc
California
$31.2M -$12.9M -197,833 -30%
Bank of America
12
Bank of America
North Carolina
$30.2M +$6.34M +96,999 +27%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$28.7M +$325K +4,963 +1%
NAM
14
NorthCoast Asset Management
Connecticut
$25.6M +$1.59M +24,328 +7%
FWIA
15
Fort Washington Investment Advisors
Ohio
$21.2M
Wells Fargo
16
Wells Fargo
California
$19.9M -$395K -6,048 -2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$19.5M -$277K -4,238 -1%
Morgan Stanley
18
Morgan Stanley
New York
$11.2M +$1.48M +22,604 +15%
FA
19
FDx Advisors
Illinois
$9.8M -$3.24M -49,555 -25%
PI
20
PFS Investments
Georgia
$8.68M +$4.97K +76 +0.1%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$7.56M
BFEC
22
Benjamin F. Edwards & Company
Missouri
$6.92M -$244K -3,730 -3%
LPL Financial
23
LPL Financial
California
$6.72M +$235K +3,598 +4%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$6.64M -$75.9K -1,160 -1%
UBS Group
25
UBS Group
Switzerland
$6.01M -$1.43M -21,804 -19%

IGLB Hedge Fund Activity: Q3 2019 in Review

96 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2019, worth a combined $1.25B — up 81% from $693M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IGLB positions and 11 closed out — a net gain of 4 holders — while 31 added to existing stakes and 33 trimmed.

The largest buyer was BlackRock, adding an estimated $176M. The largest seller was Thoroughbred Financial Services, exiting entirely with an estimated $14.9M sold.

  • 96 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2019, up from 92 in Q2 2019.
  • Funds reported $1.25B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2019, up 81% quarter-over-quarter.
  • 15 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2019 and 11 closed out, a net change of +4 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2019 was BlackRock, an estimated $176M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2019 was Thoroughbred Financial Services, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2019.