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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

154 hedge funds and large institutions have $1.85B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 22

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

22% more funds holding

Funds holding: 126 → 154 (+28)

4.01% more ownership

Funds ownership: 70.49% → 74.5% (+4%)

1% more capital invested

Capital invested by funds: $1.82B → $1.85B (+$26.5M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
154
Holders Change
+28
Holders Change %
+22.22%
% of All Funds
2.7%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
52
Increased
41
Reduced
32
Closed
22
Calls
$3.15M
Puts
–
Net Calls
+$3.15M
Net Calls Change
+$2.5M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$214M
2
AIMU
Allianz Investment Management US
Minnesota
+$101M
3
Jane Street
Jane Street
New York
+$28M
4
KCMRT
Kemper Corp Master Retirement Trust
Illinois
+$25.8M
5
5L
55I LLC
Massachusetts
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$84.8M
2
JP Morgan Chase
JP Morgan Chase
New York
-$54.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.6M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$22.6M
5
NAM
NorthCoast Asset Management
Connecticut
-$22.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
26
Fund Evaluation Group
Ohio
$6.44M +$2.02M +29,298 +44%
CFG
27
Cooper Financial Group
California
$5.82M +$6.02M +87,353 New
SIS
28
Sound Income Strategies
Florida
$5.45M +$4M +58,019 +245%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$5.29M +$143K +2,073 +3%
LWA
30
Lineweaver Wealth Advisors
Ohio
$5.04M -$257K -3,734 -5%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$4.63M +$1.2M +17,394 +33%
HGWM
32
Horst & Graben Wealth Management
Oregon
$4.18M +$4.32M +62,663 New
WB
33
WesBanco Bank
West Virginia
$4.05M +$4.19M +60,717 New
IWC
34
Integrated Wealth Concepts
Massachusetts
$3.91M -$22.6M -327,234 -85%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$3.7M -$22.6M -327,799 -86%
CWA
36
Carolina Wealth Advisors
South Carolina
$3.35M +$141K +2,038 +4%
VFM
37
Vivid Financial Management
California
$3.13M +$3.24M +46,981 New
KFAA
38
Klaas Financial Asset Advisors
Illinois
$3.11M +$2.49M +36,047 +340%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$2.89M -$212K -3,082 -7%
MML Investors Services
40
MML Investors Services
Massachusetts
$2.8M +$2.69M +38,965 +1,298%
CSWG
41
Cardinal Strategic Wealth Guidance
Kentucky
$2.75M +$2.85M +41,281 New
C1AG
42
Client 1st Advisory Group
Florida
$2.35M +$2.43M +35,263 New
US Bancorp
43
US Bancorp
Minnesota
$2.28M -$446K -6,468 -16%
AWM
44
AE Wealth Management
Kansas
$2.27M +$2.35M +34,086 New
CWA
45
Clearview Wealth Advisors
Oregon
$2.21M +$2.26M +32,842 +10,328%
APW
46
Austin Private Wealth
Texas
$2.13M +$2.21M +31,996 New
FWA
47
FOCUS Wealth Advisors
Texas
$1.94M +$31.9K +462 +2%
CC
48
Copperleaf Capital
North Carolina
$1.94M +$2.01M +29,100 New
CI
49
Conning Inc
Connecticut
$1.91M – – –
HWAM
50
Hennion & Walsh Asset Management
New Jersey
$1.81M +$1.87M +27,103 New
1
2
3 4 5

IGLB Hedge Fund Activity: Q1 2021 in Review

154 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2021, worth a combined $1.85B — up 1.5% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IGLB positions and 22 closed out — a net gain of 30 holders — while 41 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $214M. The largest seller was Ameriprise, cutting an estimated $84.8M.

  • 154 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2021, up from 126 in Q4 2020.
  • Funds reported $1.85B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2021, up 1.5% quarter-over-quarter.
  • 52 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2021 and 22 closed out, a net change of +30 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2021 was BlackRock, an estimated $214M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2021 was Ameriprise, an estimated $84.8M sold.

Based on aggregated 13F filings for Q1 2021.