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iShares 10+ Year Investment Grade Corporate Bond ETF

115 hedge funds and large institutions have $1.36B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 14

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

20% more funds holding

Funds holding: 96115 (+19)

8% more capital invested

Capital invested by funds: $1.25B → $1.36B (+$106M)

1.52% less ownership

Funds ownership: 72.05%70.52% (-1.5%)

Holders
115
Holders Change
+19
Holders Change %
+19.79%
% of All Funds
2.27%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
30
Increased
52
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
Prudential plc
United Kingdom
$270M +$91M +1,372,423 +51%
BlackRock
2
BlackRock
New York
$214M -$47.5M -716,684 -18%
Ameriprise
3
Ameriprise
Minnesota
$208M -$19.8M -299,088 -9%
K
4
Kemper
Illinois
$69.7M
NAM
5
NorthCoast Asset Management
Connecticut
$47.6M +$21.9M +329,649 +86%
KCMRT
6
Kemper Corp Master Retirement Trust
Illinois
$42.7M +$9.89M +149,253 +30%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$41.3M +$12.5M +188,432 +44%
Stifel Financial
8
Stifel Financial
Missouri
$39.8M +$5.46M +82,388 +16%
NI
9
NYL Investors
New York
$35.3M -$6.36M -95,985 -15%
Bank of America
10
Bank of America
North Carolina
$33.5M +$3.27M +49,340 +11%
AssetMark Inc
11
AssetMark Inc
California
$32.8M +$1.57M +23,702 +5%
KeyBank National Association
12
KeyBank National Association
Ohio
$31.8M -$903K -13,616 -3%
JP Morgan Chase
13
JP Morgan Chase
New York
$31.2M -$11.1M -166,764 -26%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$29.2M +$9.57M +144,432 +49%
Wells Fargo
15
Wells Fargo
California
$23.4M +$3.46M +52,129 +17%
FWIA
16
Fort Washington Investment Advisors
Ohio
$21.2M
Jane Street
17
Jane Street
New York
$19.8M -$13.3M -200,291 -40%
PI
18
PFS Investments
Georgia
$13.2M +$4.45M +67,169 +52%
FA
19
FDx Advisors
Illinois
$12.6M +$2.79M +42,085 +29%
Morgan Stanley
20
Morgan Stanley
New York
$11.3M +$39.7K +599 +0.4%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$10M +$3.35M +50,497 +51%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$8.64M +$1.71M +25,755 +25%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$7.56M
LPL Financial
24
LPL Financial
California
$7.41M +$682K +10,290 +10%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$7.04M +$2.46M +37,129 +54%

IGLB Hedge Fund Activity: Q4 2019 in Review

115 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2019, worth a combined $1.36B — up 8.4% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IGLB positions and 9 closed out — a net gain of 21 holders — while 52 added to existing stakes and 14 trimmed.

The largest buyer was Prudential plc, adding an estimated $91M. The largest seller was BlackRock, cutting an estimated $47.5M.

  • 115 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2019, up from 96 in Q3 2019.
  • Funds reported $1.36B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2019, up 8.4% quarter-over-quarter.
  • 30 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2019 and 9 closed out, a net change of +21 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2019 was Prudential plc, an estimated $91M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2019 was BlackRock, an estimated $47.5M sold.

Based on aggregated 13F filings for Q4 2019.