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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

143 hedge funds and large institutions have $1.11B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $568K

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

12% more capital invested

Capital invested by funds: $987M → $1.11B (+$121M)

11% more funds holding

Funds holding: 129 → 143 (+14)

0.2% more ownership

Funds ownership: 75.14% → 75.34% (+0.2%)

Holders
143
Holders Change
+14
Holders Change %
+10.85%
% of All Funds
2.3%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
36
Increased
44
Reduced
38
Closed
20
Calls
$1.84M
Puts
$568K
Net Calls
+$1.27M
Net Calls Change
-$4K

Top Buyers

1
BlackRock
BlackRock
New York
+$24.9M
2
IAIM
International Assets Investment Management
Florida
+$19.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.14M
4
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
+$8.71M
5
RIG
RiverFront Investment Group
Virginia
+$8.27M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$14.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$14.1M
3
Goldman Sachs
Goldman Sachs
New York
-$9.65M
4
CW
Connectus Wealth
Ohio
-$8.82M
5
Jane Street
Jane Street
New York
-$5.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
KeyBank National Association
26
KeyBank National Association
Ohio
$7.29M -$1.92M -38,917 -21%
AP
27
Agilis Partners
Massachusetts
$6.98M -$1.43M -29,040 -17%
1WM
28
1900 Wealth Management
Texas
$6.27M -$81.3K -1,649 -1%
Osaic Holdings
29
Osaic Holdings
Arizona
$6.15M +$2.34M +47,348 +62%
UBS Group
30
UBS Group
Switzerland
$5.73M +$205K +4,150 +4%
AWM
31
AE Wealth Management
Kansas
$5.53M +$3.73M +75,549 +213%
CWA
32
Carolina Wealth Advisors
South Carolina
$5.16M +$1.36M +27,572 +36%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$5.1M +$4.41M +89,448 +689%
PL
34
Protective Life
Alabama
$4.23M – – –
Truist Financial
35
Truist Financial
North Carolina
$3.76M +$1.66M +33,651 +80%
JW
36
Jenkins Wealth
Colorado
$3.59M +$3.56M +72,113 New
CAN
37
Cetera Advisor Networks
California
$3.36M +$2.42M +49,020 +265%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$3.32M -$263K -5,331 -7%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$3.03M +$2.43M +49,250 +427%
HWAM
40
Hennion & Walsh Asset Management
New Jersey
$2.98M +$69.4K +1,406 +2%
FA
41
FDx Advisors
Illinois
$2.82M +$451K +9,133 +19%
RIG
42
RiverFront Investment Group
Virginia
$2.66M +$8.27M +167,725 New
SWP
43
ShoreHaven Wealth Partners
New Jersey
$2.06M -$5.47K -111 -0.3%
PWM
44
Pacific Wealth Management
California
$1.77M -$68.6K -1,391 -4%
OMC
45
Old Mission Capital
Illinois
$1.74M +$1.73M +34,990 New
Bank of New York Mellon
46
Bank of New York Mellon
New York
$1.64M -$694K -14,070 -30%
IRC
47
Investors Research Corp
Georgia
$1.63M +$216K +4,380 +15%
JP Morgan Chase
48
JP Morgan Chase
New York
$1.6M +$145K +2,939 +10%
PFA
49
Pinnacle Family Advisors
Missouri
$1.46M +$1.45M +29,339 New
Citadel Advisors
50
Citadel Advisors
Florida
$1.33M -$1.35M -27,411 -51%
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IGLB Hedge Fund Activity: Q4 2022 in Review

143 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2022, worth a combined $1.11B — up 12% from $987M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IGLB positions and 20 closed out — a net gain of 16 holders — while 44 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $24.9M. The largest seller was Ameriprise, cutting an estimated $14.4M.

  • 143 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2022, up from 129 in Q3 2022.
  • Funds reported $1.11B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 36 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2022 and 20 closed out, a net change of +16 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2022 was BlackRock, an estimated $24.9M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2022 was Ameriprise, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2022.