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iShares 10+ Year Investment Grade Corporate Bond ETF

136 hedge funds and large institutions have $1.27B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 52 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $264K

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

9% less funds holding

Funds holding: 149136 (-13)

13.48% less ownership

Funds ownership: 77.17%63.69% (-13%)

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

33% less capital invested

Capital invested by funds: $1.9B → $1.27B (-$637M)

37% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 52

Holders
136
Holders Change
-13
Holders Change %
-8.72%
% of All Funds
2.15%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
22
Increased
33
Reduced
52
Closed
30
Calls
$1.12M
Puts
$264K
Net Calls
+$860K
Net Calls Change
-$176K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$6.16M -$218K -3,410 -3%
1WM
27
1900 Wealth Management
Texas
$5.55M -$2.98M -46,615 -34%
MAWAG
28
Mid-American Wealth Advisory Group
Missouri
$4.73M +$1.45M +22,733 +42%
SA
29
Scarborough Advisors
Maryland
$4.54M -$255K -3,997 -5%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$4.1M +$3.06M +47,934 +255%
CWA
31
Carolina Wealth Advisors
South Carolina
$3.89M +$207K +3,240 +5%
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$3.34M +$335K +5,242 +11%
5L
33
55I LLC
Massachusetts
$3.14M +$99.5K +1,557 +3%
SWP
34
ShoreHaven Wealth Partners
New Jersey
$2.93M +$3.05M +47,718 New
KFAA
35
Klaas Financial Asset Advisors
Illinois
$2.69M -$163K -2,550 -5%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$2.51M -$854K -13,372 -25%
CWM
37
Centric Wealth Management
Illinois
$2.17M +$2.26M +35,376 New
IWC
38
Integrated Wealth Concepts
Massachusetts
$2.08M -$34.8K -545 -2%
FWA
39
FOCUS Wealth Advisors
Texas
$1.86M -$20.2K -316 -1%
CC
40
Copperleaf Capital
North Carolina
$1.78M -$60.2K -942 -3%
LWM
41
Liberty Wealth Management
California
$1.78M +$1.87M +29,342 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.32M -$1.33M -20,768 -49%
NL
43
NWAM LLC
Washington
$1.26M +$1.31M +20,497 New
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$1.1M +$17.6K +275 +2%
IRC
45
Investors Research Corp
Georgia
$1.05M +$473K +7,409 +76%
CFGS
46
Concourse Financial Group Securities
Alabama
$973K -$515K -8,055 -34%
C1AG
47
Client 1st Advisory Group
Florida
$941K -$369K -5,775 -27%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$928K -$45K -705 -4%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$901K +$164K +2,566 +21%
PWM
50
Pacific Wealth Management
California
$876K -$2.08M -32,527 -70%

IGLB Hedge Fund Activity: Q1 2022 in Review

136 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2022, worth a combined $1.27B — down 33% from $1.9B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of IGLB and 22 opened new positions — a net loss of 8 holders — while 52 trimmed existing stakes and 33 added.

The largest buyer was Jane Street, adding an estimated $53.7M. The largest seller was BlackRock, cutting an estimated $486M.

  • 136 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2022, down from 149 in Q4 2021.
  • Funds reported $1.27B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2022, down 33% quarter-over-quarter.
  • 22 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2022 and 30 closed out, a net change of -8 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2022 was Jane Street, an estimated $53.7M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2022 was BlackRock, an estimated $486M sold.

Based on aggregated 13F filings for Q1 2022.