IGLB icon

iShares 10+ Year Investment Grade Corporate Bond ETF

135 hedge funds and large institutions have $1.14B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-7
Holders Change %
-4.93%
% of All Funds
2.16%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
21
Increased
37
Reduced
41
Closed
23
Calls
$2.02M
Puts
$4.29M
Net Calls
-$2.27M
Net Calls Change
-$3.55M
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$8.08M +$8.08M +154,212 New
AWM
27
AE Wealth Management
Kansas
$7.87M +$2.05M +39,136 +35%
AP
28
Agilis Partners
Massachusetts
$7.29M -$62.1K -1,186 -0.8%
KeyBank National Association
29
KeyBank National Association
Ohio
$7.01M -$652K -12,451 -9%
Osaic Holdings
30
Osaic Holdings
Arizona
$6.18M -$293K -5,586 -5%
UBS Group
31
UBS Group
Switzerland
$6.06M +$31.4K +599 +0.5%
CWA
32
Carolina Wealth Advisors
South Carolina
$5.64M +$205K +3,915 +4%
PI
33
PFS Investments
Georgia
$5.61M -$7.86M -148,597 -58%
1WM
34
1900 Wealth Management
Texas
$5.1M -$1.23M -24,398 -19%
Invesco
35
Invesco
Georgia
$5M +$5M +95,359 New
EFS
36
Econ Financial Services
Pennsylvania
$4.71M +$4.71M +89,905 New
PL
37
Protective Life
Alabama
$4.45M
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$4.32M -$1.05M -19,963 -19%
Capstone Investment Advisors
39
Capstone Investment Advisors
New York
$4.19M +$4.19M +80,000 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$3.12M -$66.5K -1,269 -2%
HWAM
41
Hennion & Walsh Asset Management
New Jersey
$3.04M -$91.8K -1,753 -3%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$2.93M +$1.24M +23,716 +74%
PFA
43
Pinnacle Family Advisors
Missouri
$2.89M +$1.35M +25,789 +88%
FA
44
FDx Advisors
Illinois
$2.82M
RIA
45
Regal Investment Advisors
Michigan
$2.42M +$2.42M +46,213 New
CAN
46
Cetera Advisor Networks
California
$2.35M -$1.19M -22,730 -34%
IRC
47
Investors Research Corp
Georgia
$1.9M +$180K +3,436 +10%
PWM
48
Pacific Wealth Management
California
$1.88M +$10.6K +202 +0.6%
BCM
49
Boltwood Capital Management
California
$1.79M +$431K +8,225 +32%
GWM
50
GSB Wealth Management
Connecticut
$1.71M +$1.36M +26,042 +395%