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iShares 10+ Year Investment Grade Corporate Bond ETF

149 hedge funds and large institutions have $1.9B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 42 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $278K

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

9% more funds holding

Funds holding: 137149 (+12)

4.3% more ownership

Funds ownership: 72.87%77.17% (+4.3%)

1% more capital invested

Capital invested by funds: $1.89B → $1.9B (+$11.4M)

7% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 45

Holders
149
Holders Change
+12
Holders Change %
+8.76%
% of All Funds
2.29%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
31
Increased
42
Reduced
45
Closed
16
Calls
$1.31M
Puts
$278K
Net Calls
+$1.04M
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$7.15M +$187K +2,681 +3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$6.73M +$782K +11,197 +13%
AFG
28
Albion Financial Group
Utah
$6.2M +$1.73M +24,831 +39%
FEG
29
Fund Evaluation Group
Ohio
$6.15M
SA
30
Scarborough Advisors
Maryland
$5.41M +$5.44M +77,830 New
SIS
31
Sound Income Strategies
Florida
$4.75M -$402K -5,752 -8%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$4.63M +$160K +2,284 +4%
CWA
33
Carolina Wealth Advisors
South Carolina
$4.18M +$287K +4,101 +7%
JW
34
Jenkins Wealth
Colorado
$4.13M +$4.57M +65,344 New
MAWAG
35
Mid-American Wealth Advisory Group
Missouri
$3.78M +$3.8M +54,315 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$3.77M +$208K +2,980 +6%
5L
37
55I LLC
Massachusetts
$3.45M +$424K +6,064 +14%
HWAM
38
Hennion & Walsh Asset Management
New Jersey
$3.42M +$589K +8,434 +21%
PWM
39
Pacific Wealth Management
California
$3.25M +$3.27M +46,796 New
KFAA
40
Klaas Financial Asset Advisors
Illinois
$3.23M +$41.1K +588 +1%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.94M +$158K +2,266 +6%
Stifel Financial
42
Stifel Financial
Missouri
$2.93M +$2.12M +30,296 +256%
IWC
43
Integrated Wealth Concepts
Massachusetts
$2.39M +$61.8K +884 +3%
Bank of Nova Scotia
44
Bank of Nova Scotia
Ontario, Canada
$2.25M +$2.26M +32,400 New
FWA
45
FOCUS Wealth Advisors
Texas
$2.13M +$50.3K +720 +2%
CC
46
Copperleaf Capital
North Carolina
$2.09M +$331K +4,743 +19%
VFM
47
Vivid Financial Management
California
$2.07M -$56.7K -812 -3%
CI
48
Conning Inc
Connecticut
$1.99M
Renaissance Technologies
49
Renaissance Technologies
New York
$1.74M +$1.75M +25,000 New
CFGS
50
Concourse Financial Group Securities
Alabama
$1.66M +$64.1K +918 +4%

IGLB Hedge Fund Activity: Q4 2021 in Review

149 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2021, worth a combined $1.9B — up 0.6% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IGLB positions and 16 closed out — a net gain of 15 holders — while 42 added to existing stakes and 45 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $35.3M. The largest seller was Wells Fargo, cutting an estimated $44M.

  • 149 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2021, up from 137 in Q3 2021.
  • Funds reported $1.9B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2021, up 0.6% quarter-over-quarter.
  • 31 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2021 and 16 closed out, a net change of +15 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2021 was Citadel Advisors, an estimated $35.3M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2021 was Wells Fargo, an estimated $44M sold.

Based on aggregated 13F filings for Q4 2021.