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iShares 10+ Year Investment Grade Corporate Bond ETF

146 hedge funds and large institutions have $1.31B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 29

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

64% more call options, than puts

Call options by funds: $7.52M | Put options by funds: $4.58M

15% more capital invested

Capital invested by funds: $1.14B → $1.31B (+$175M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 136146 (+10)

1.12% less ownership

Funds ownership: 68.65%67.53% (-1.1%)

Holders
146
Holders Change
+10
Holders Change %
+7.35%
% of All Funds
2.29%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
28
Increased
58
Reduced
29
Closed
17
Calls
$7.52M
Puts
$4.58M
Net Calls
+$2.93M
Net Calls Change
+$5.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$9.93M +$3.83M +74,623 +63%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$9.62M +$1.66M +32,402 +21%
KFAA
28
Klaas Financial Asset Advisors
Illinois
$9.14M +$45.6K +888 +0.5%
OMC
29
Old Mission Capital
Illinois
$8.44M +$8.41M +163,708 New
SW
30
SlateStone Wealth
Florida
$7.95M +$7.92M +154,113 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$7.14M +$4.06M +79,005 +133%
UBS Group
32
UBS Group
Switzerland
$6.92M +$949K +18,479 +16%
Jane Street
33
Jane Street
New York
$6.5M -$11.1M -215,379 -63%
KeyBank National Association
34
KeyBank National Association
Ohio
$6.14M -$761K -14,820 -11%
CWA
35
Carolina Wealth Advisors
South Carolina
$5.52M -$22.1K -431 -0.4%
PI
36
PFS Investments
Georgia
$5.46M -$7.4K -144 -0.1%
Invesco
37
Invesco
Georgia
$4.96M +$42.5K +828 +0.9%
HH
38
Hilltop Holdings
Texas
$4.87M +$4.85M +94,496 New
AWM
39
AE Wealth Management
Kansas
$4.83M -$2.91M -56,568 -38%
EFS
40
Econ Financial Services
Pennsylvania
$4.56M -$75.6K -1,472 -2%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$4.43M +$182K +3,549 +4%
PL
42
Protective Life
Alabama
$4.38M
MML Investors Services
43
MML Investors Services
Massachusetts
$4.33M +$4.31M +83,961 New
PFA
44
Pinnacle Family Advisors
Missouri
$3.74M +$898K +17,484 +32%
JP Morgan Chase
45
JP Morgan Chase
New York
$3.74M +$851K +16,557 +30%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$3.61M +$2.79M +54,257 +343%
MAWAG
47
Mid-American Wealth Advisory Group
Missouri
$3.29M +$3.31M +64,428 New
HWAM
48
Hennion & Walsh Asset Management
New Jersey
$3.24M +$243K +4,731 +8%
1WM
49
1900 Wealth Management
Texas
$2.98M -$2.24M -43,632 -43%
RIA
50
Regal Investment Advisors
Michigan
$2.64M +$255K +4,969 +11%

IGLB Hedge Fund Activity: Q2 2023 in Review

146 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2023, worth a combined $1.31B — up 15% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IGLB positions and 17 closed out — a net gain of 11 holders — while 58 added to existing stakes and 29 trimmed.

The largest buyer was Liberty Mutual Group Asset Management, opening a new position worth an estimated $126M. The largest seller was BlackRock, cutting an estimated $19.2M.

  • 146 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2023, up from 136 in Q1 2023.
  • Funds reported $1.31B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 28 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2023 and 17 closed out, a net change of +11 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2023 was Liberty Mutual Group Asset Management, an estimated $126M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2023 was BlackRock, an estimated $19.2M sold.

Based on aggregated 13F filings for Q2 2023.