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iShares 10+ Year Investment Grade Corporate Bond ETF

137 hedge funds and large institutions have $1.89B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 61 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.12% more ownership

Funds ownership: 70.75%72.87% (+2.1%)

0% more capital invested

Capital invested by funds: $1.89B → $1.89B (+$5.05M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

15% less funds holding

Funds holding: 161137 (-24)

46% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 61

55% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 38

Holders
137
Holders Change
-24
Holders Change %
-14.91%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
17
Increased
33
Reduced
61
Closed
38
Calls
$3.18M
Puts
Net Calls
+$3.18M
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$6.18M +$1.22M +17,220 +24%
FEG
27
Fund Evaluation Group
Ohio
$6.15M -$801K -11,271 -11%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$5.93M -$3.77M -53,136 -38%
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$5.86M +$6.01M +84,600 New
SIS
30
Sound Income Strategies
Florida
$5.14M -$579K -8,153 -10%
AFG
31
Albion Financial Group
Utah
$4.46M +$1.29M +18,123 +39%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$4.45M -$1.66M -23,354 -27%
1WM
33
1900 Wealth Management
Texas
$4.4M +$525K +7,393 +13%
CWA
34
Carolina Wealth Advisors
South Carolina
$3.88M +$73.2K +1,031 +2%
Barclays
35
Barclays
United Kingdom
$3.71M +$3.8M +53,553 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$3.55M -$95.6K -1,346 -3%
KFAA
37
Klaas Financial Asset Advisors
Illinois
$3.17M -$51.4K -723 -2%
5L
38
55I LLC
Massachusetts
$3.02M -$12.1M -170,471 -80%
Citigroup
39
Citigroup
New York
$3.01M +$3.07M +43,200 +15,429%
HWAM
40
Hennion & Walsh Asset Management
New Jersey
$2.82M +$569K +8,004 +24%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.78M -$3.24M -45,669 -53%
IWC
42
Integrated Wealth Concepts
Massachusetts
$2.32M -$3.12M -43,884 -57%
VFM
43
Vivid Financial Management
California
$2.12M -$804K -11,318 -27%
C1AG
44
Client 1st Advisory Group
Florida
$2.11M -$1.19M -16,722 -35%
FWA
45
FOCUS Wealth Advisors
Texas
$2.07M +$40.7K +573 +2%
CI
46
Conning Inc
Connecticut
$1.98M
CC
47
Copperleaf Capital
North Carolina
$1.75M -$261K -3,677 -13%
CFGS
48
Concourse Financial Group Securities
Alabama
$1.59M -$52.6K -740 -3%
LWM
49
Liberty Wealth Management
California
$1.55M -$922K -12,977 -37%
CAN
50
Cetera Advisor Networks
California
$1.46M +$817K +11,500 +121%

IGLB Hedge Fund Activity: Q3 2021 in Review

137 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2021, worth a combined $1.89B — up 0.27% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of IGLB and 17 opened new positions — a net loss of 21 holders — while 61 trimmed existing stakes and 33 added.

The largest buyer was BlackRock, adding an estimated $72.5M. The largest seller was Kemper Corp Master Retirement Trust, cutting an estimated $35.1M.

  • 137 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2021, down from 161 in Q2 2021.
  • Funds reported $1.89B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2021, up 0.27% quarter-over-quarter.
  • 17 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2021 and 38 closed out, a net change of -21 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2021 was BlackRock, an estimated $72.5M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2021 was Kemper Corp Master Retirement Trust, an estimated $35.1M sold.

Based on aggregated 13F filings for Q3 2021.