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iShares 10+ Year Investment Grade Corporate Bond ETF

108 hedge funds and large institutions have $1.03B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

455% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $227K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

7% more capital invested

Capital invested by funds: $961M → $1.03B (+$66.8M)

1.96% more ownership

Funds ownership: 55.13%57.09% (+2%)

2% more funds holding

Funds holding: 106108 (+2)

Holders
108
Holders Change
+2
Holders Change %
+1.89%
% of All Funds
2.18%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
15
Increased
44
Reduced
29
Closed
13
Calls
$1.26M
Puts
$227K
Net Calls
+$1.03M
Net Calls Change
+$711K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$143M +$2.25M +31,396 +2%
BlackRock
2
BlackRock
New York
$123M -$50.9M -709,601 -29%
PP
3
Prudential plc
United Kingdom
$99.3M +$1.25M +17,491 +1%
DILIC
4
Dai-ichi Life Insurance Company
Japan
$92M +$93.8M +1,307,100 New
Bank of America
5
Bank of America
North Carolina
$63.3M +$4.83M +67,350 +8%
KCMRT
6
Kemper Corp Master Retirement Trust
Illinois
$59.2M
NI
7
NYL Investors
New York
$42.7M -$7.17K -100 -0%
NAM
8
NorthCoast Asset Management
Connecticut
$35.4M +$10.4M +144,662 +40%
Jane Street
9
Jane Street
New York
$34.3M +$3.53M +49,221 +11%
Wells Fargo
10
Wells Fargo
California
$33.4M +$4.23M +59,010 +14%
AssetMark Inc
11
AssetMark Inc
California
$30.6M -$3.16M -44,035 -9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$26.7M -$1.22M -17,006 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$26.5M +$2.03M +28,345 +8%
KeyBank National Association
14
KeyBank National Association
Ohio
$23.7M +$1.31M +18,298 +6%
FWIA
15
Fort Washington Investment Advisors
Ohio
$22.4M
AP
16
Agilis Partners
Massachusetts
$20M +$539K +7,519 +3%
Morgan Stanley
17
Morgan Stanley
New York
$15.7M +$2.87M +40,050 +22%
PI
18
PFS Investments
Georgia
$10.7M +$1.21M +16,843 +12%
LPL Financial
19
LPL Financial
California
$9.11M +$313K +4,366 +3%
AllianceBernstein
20
AllianceBernstein
Tennessee
$8.17M +$707K +9,853 +9%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$7.56M
UBS Group
22
UBS Group
Switzerland
$6.21M -$205K -2,863 -3%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$6.11M -$649K -9,053 -9%
FA
24
FDx Advisors
Illinois
$5.66M -$692K -9,652 -11%
LWA
25
Lineweaver Wealth Advisors
Ohio
$5.63M +$112K +1,560 +2%

IGLB Hedge Fund Activity: Q3 2020 in Review

108 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2020, worth a combined $1.03B — up 6.9% from $961M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IGLB positions and 13 closed out — a net gain of 2 holders — while 44 added to existing stakes and 29 trimmed.

The largest buyer was Dai-ichi Life Insurance Company, opening a new position worth an estimated $93.8M. The largest seller was BlackRock, cutting an estimated $50.9M.

  • 108 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2020, up from 106 in Q2 2020.
  • Funds reported $1.03B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2020, up 6.9% quarter-over-quarter.
  • 15 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2020 and 13 closed out, a net change of +2 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2020 was Dai-ichi Life Insurance Company, an estimated $93.8M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2020 was BlackRock, an estimated $50.9M sold.

Based on aggregated 13F filings for Q3 2020.