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iShares 10+ Year Investment Grade Corporate Bond ETF

152 hedge funds and large institutions have $1.39B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $8.11M | Put options by funds: $2.36M

69% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 36

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

7.52% more ownership

Funds ownership: 67.53%75.05% (+7.5%)

6% more capital invested

Capital invested by funds: $1.31B → $1.39B (+$81.1M)

4% more funds holding

Funds holding: 146152 (+6)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
2.41%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
24
Increased
61
Reduced
36
Closed
15
Calls
$8.11M
Puts
$2.36M
Net Calls
+$5.75M
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
26
Fort Washington Investment Advisors
Ohio
$10.5M
DC
27
Deere & Company
Illinois
$10.5M
CW
28
Connectus Wealth
Ohio
$8.75M -$1.99M -40,121 -18%
SW
29
SlateStone Wealth
Florida
$8.51M +$1.31M +26,496 +17%
KFAA
30
Klaas Financial Asset Advisors
Illinois
$8.46M +$106K +2,143 +1%
FEG
31
Fund Evaluation Group
Ohio
$7.78M +$8.57M +172,838 New
MCC
32
Money Concepts Capital
Florida
$7.27M +$7.65M +154,296 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$7.17M +$7.28M +146,755 +2,700%
CWA
34
Carolina Wealth Advisors
South Carolina
$5.49M +$465K +9,385 +9%
KeyBank National Association
35
KeyBank National Association
Ohio
$5.41M -$208K -4,203 -4%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$4.88M +$4.76M +95,951 +1,262%
MML Investors Services
37
MML Investors Services
Massachusetts
$4.78M +$863K +17,403 +21%
Jane Street
38
Jane Street
New York
$4.71M -$1.3M -26,231 -21%
Invesco
39
Invesco
Georgia
$4.65M +$122K +2,460 +3%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$4.05M -$1.78K -36 -0%
Stifel Financial
41
Stifel Financial
Missouri
$3.95M +$2.24M +45,175 +117%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$3.62M -$5.45M -109,904 -59%
PFA
43
Pinnacle Family Advisors
Missouri
$3.41M -$17.8K -358 -0.5%
HWAM
44
Hennion & Walsh Asset Management
New Jersey
$3.39M +$451K +9,092 +14%
JFG
45
Jefferies Financial Group
New York
$3.3M +$3.47M +70,000 New
RIA
46
Regal Investment Advisors
Michigan
$3.28M +$915K +18,453 +36%
GWM
47
GSB Wealth Management
Connecticut
$2.64M +$342K +6,892 +14%
DCS
48
Destiny Capital Securities
Colorado
$2.3M +$2.41M +48,693 New
1WM
49
1900 Wealth Management
Texas
$2.18M -$579K -11,677 -20%
CAN
50
Cetera Advisor Networks
California
$2.16M -$6.2K -125 -0.3%

IGLB Hedge Fund Activity: Q3 2023 in Review

152 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2023, worth a combined $1.39B — up 6.2% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IGLB positions and 15 closed out — a net gain of 9 holders — while 61 added to existing stakes and 36 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $83.6M. The largest seller was Susquehanna International Group, cutting an estimated $10.6M.

  • 152 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2023, up from 146 in Q2 2023.
  • Funds reported $1.39B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2023, up 6.2% quarter-over-quarter.
  • 24 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2023 and 15 closed out, a net change of +9 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $83.6M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2023 was Susquehanna International Group, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2023.