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iShares 10+ Year Investment Grade Corporate Bond ETF

161 hedge funds and large institutions have $1.89B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more funds holding

Funds holding: 154161 (+7)

2% more capital invested

Capital invested by funds: $1.85B → $1.89B (+$38.7M)

3.75% less ownership

Funds ownership: 74.5%70.75% (-3.8%)

33% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 63

Holders
161
Holders Change
+7
Holders Change %
+4.55%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
42
Reduced
63
Closed
21
Calls
$4.53M
Puts
Net Calls
+$4.53M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$8.13M +$7.88M +115,801 New
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$7.56M
Northern Trust
28
Northern Trust
Illinois
$7.51M -$769K -11,292 -10%
FEG
29
Fund Evaluation Group
Ohio
$7.02M +$232K +3,410 +4%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$6.15M +$569K +8,355 +11%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$6.02M +$2.88M +42,366 +98%
SIS
32
Sound Income Strategies
Florida
$5.78M +$38.9K +572 +0.7%
IWC
33
Integrated Wealth Concepts
Massachusetts
$5.43M +$1.27M +18,658 +32%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$5.25M +$5.09M +74,812 New
AWM
35
AE Wealth Management
Kansas
$5.05M +$2.58M +37,883 +111%
CIM
36
Confluence Investment Management
Missouri
$4.13M +$4.01M +58,866 New
WB
37
WesBanco Bank
West Virginia
$3.96M -$297K -4,357 -7%
1WM
38
1900 Wealth Management
Texas
$3.94M -$1.15M -16,855 -23%
CFG
39
Cooper Financial Group
California
$3.93M -$2.14M -31,431 -36%
CWA
40
Carolina Wealth Advisors
South Carolina
$3.86M +$323K +4,750 +9%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$3.69M -$193K -2,842 -5%
HGWM
42
Horst & Graben Wealth Management
Oregon
$3.42M -$945K -13,881 -22%
C1AG
43
Client 1st Advisory Group
Florida
$3.31M +$813K +11,944 +34%
KFAA
44
Klaas Financial Asset Advisors
Illinois
$3.27M -$7.01K -103 -0.2%
AFG
45
Albion Financial Group
Utah
$3.25M +$3.15M +46,240 New
Capstone Investment Advisors
46
Capstone Investment Advisors
New York
$3.01M +$2.92M +42,900 New
VFM
47
Vivid Financial Management
California
$2.94M -$343K -5,040 -11%
MML Investors Services
48
MML Investors Services
Massachusetts
$2.91M -$34.3K -504 -1%
LWM
49
Liberty Wealth Management
California
$2.48M +$1.54M +22,570 +177%
HWAM
50
Hennion & Walsh Asset Management
New Jersey
$2.3M +$381K +5,600 +21%

IGLB Hedge Fund Activity: Q2 2021 in Review

161 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2021, worth a combined $1.89B — up 2.1% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IGLB positions and 21 closed out — a net gain of 7 holders — while 42 added to existing stakes and 63 trimmed.

The largest buyer was Stifel Financial, adding an estimated $16.6M. The largest seller was Ameriprise, cutting an estimated $92.4M.

  • 161 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2021, up from 154 in Q1 2021.
  • Funds reported $1.89B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2021, up 2.1% quarter-over-quarter.
  • 28 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2021 and 21 closed out, a net change of +7 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2021 was Stifel Financial, an estimated $16.6M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2021 was Ameriprise, an estimated $92.4M sold.

Based on aggregated 13F filings for Q2 2021.