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iShares 10+ Year Investment Grade Corporate Bond ETF

129 hedge funds and large institutions have $987M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

603% more call options, than puts

Call options by funds: $1.49M | Put options by funds: $212K

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 39

4.3% more ownership

Funds ownership: 70.84%75.14% (+4.3%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

5% more capital invested

Capital invested by funds: $940M → $987M (+$46.6M)

1% more funds holding

Funds holding: 128129 (+1)

Holders
129
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.22%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
18
Increased
43
Reduced
39
Closed
17
Calls
$1.49M
Puts
$212K
Net Calls
+$1.28M
Net Calls Change
-$49K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$5.09M -$17.6M -330,566 -76%
SG Americas Securities
27
SG Americas Securities
New York
$4.83M +$5.34M +100,200 New
FEG
28
Fund Evaluation Group
Ohio
$4.32M +$758K +14,244 +19%
TVAMP
29
Tennessee Valley Asset Management Partners
Tennessee
$4.19M +$4.63M +86,929 New
PL
30
Protective Life
Alabama
$4.1M
Osaic Holdings
31
Osaic Holdings
Arizona
$3.67M -$1.1M -20,585 -21%
CWA
32
Carolina Wealth Advisors
South Carolina
$3.67M +$102K +1,913 +3%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$3.48M +$54.9K +1,032 +1%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$3.4M +$3.65M +68,611 +3,533%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.29M +$552K +10,363 +18%
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$2.82M +$99.5K +1,868 +3%
Citadel Advisors
37
Citadel Advisors
Florida
$2.61M -$4.11M -77,283 -59%
FA
38
FDx Advisors
Illinois
$2.29M +$45.6K +856 +2%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$2.27M -$170K -3,201 -6%
Truist Financial
40
Truist Financial
North Carolina
$2.02M -$2.26M -42,536 -50%
SWP
41
ShoreHaven Wealth Partners
New Jersey
$2M +$922K +17,312 +72%
PWM
42
Pacific Wealth Management
California
$1.78M +$1.2M +22,542 +156%
AWM
43
AE Wealth Management
Kansas
$1.71M -$1.34M -25,233 -42%
RJA
44
Raymond James & Associates
Florida
$1.59M -$109K -2,056 -6%
JP Morgan Chase
45
JP Morgan Chase
New York
$1.41M +$375K +7,049 +32%
IRC
46
Investors Research Corp
Georgia
$1.37M +$265K +4,975 +21%
KFAA
47
Klaas Financial Asset Advisors
Illinois
$1.31M -$176K -3,307 -11%
CFGS
48
Concourse Financial Group Securities
Alabama
$946K +$15K +281 +1%
CAN
49
Cetera Advisor Networks
California
$892K +$404K +7,579 +69%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$841K -$106K -1,997 -10%

IGLB Hedge Fund Activity: Q3 2022 in Review

129 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2022, worth a combined $987M — up 5% from $940M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IGLB positions and 17 closed out — a net gain of 1 holder — while 43 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $79.8M. The largest seller was Jane Street, cutting an estimated $17.6M.

  • 129 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2022, up from 128 in Q2 2022.
  • Funds reported $987M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2022, up 5% quarter-over-quarter.
  • 18 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2022 and 17 closed out, a net change of +1 holder.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2022 was BlackRock, an estimated $79.8M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2022 was Jane Street, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2022.