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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

154 hedge funds and large institutions have $1.85B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 22

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

22% more funds holding

Funds holding: 126 → 154 (+28)

4.01% more ownership

Funds ownership: 70.49% → 74.5% (+4%)

1% more capital invested

Capital invested by funds: $1.82B → $1.85B (+$26.5M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
154
Holders Change
+28
Holders Change %
+22.22%
% of All Funds
2.7%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
52
Increased
41
Reduced
32
Closed
22
Calls
$3.15M
Puts
–
Net Calls
+$3.15M
Net Calls Change
+$2.5M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$214M
2
AIMU
Allianz Investment Management US
Minnesota
+$101M
3
Jane Street
Jane Street
New York
+$28M
4
KCMRT
Kemper Corp Master Retirement Trust
Illinois
+$25.8M
5
5L
55I LLC
Massachusetts
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$84.8M
2
JP Morgan Chase
JP Morgan Chase
New York
-$54.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.6M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$22.6M
5
NAM
NorthCoast Asset Management
Connecticut
-$22.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPAS
51
Spectrum Planning & Advisory Services
California
$1.78M +$1.84M +26,698 New
FCA
52
FLC Capital Advisors
California
$1.73M +$1.79M +25,937 New
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$1.67M +$1.73M +25,068 New
SWA
54
Stratos Wealth Advisors
Ohio
$1.64M +$1.69M +24,534 New
CIC
55
Carnegie Investment Counsel
Ohio
$1.58M +$132K +1,911 +9%
CFGS
56
Concourse Financial Group Securities
Alabama
$1.56M +$176K +2,560 +12%
Betterment LLC
57
Betterment LLC
New York
$1.46M -$242K -3,507 -14%
BAM
58
Belpointe Asset Management
Nevada
$1.42M +$1.02M +14,766 +228%
OWA
59
One Wealth Advisors
California
$1.33M +$1.38M +20,020 New
SFS
60
Sowell Financial Services
Arkansas
$1.32M +$1.33M +19,276 +13,575%
AF
61
Advisornet Financial
Minnesota
$1.2M +$1.24M +17,983 +299,717%
CF
62
Centaurus Financial
California
$1.19M +$1.23M +17,846 New
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$1.18M -$214K -3,110 -15%
PFA
64
Pinnacle Family Advisors
Missouri
$1.14M +$457K +6,636 +63%
HI
65
Harbour Investments
Wisconsin
$1.1M +$1.14M +16,511 New
JP Morgan Chase
66
JP Morgan Chase
New York
$1.01M -$54.7M -793,827 -98%
Stifel Financial
67
Stifel Financial
Missouri
$970K -$95.4K -1,384 -9%
LWM
68
Liberty Wealth Management
California
$905K – – –
Baird Financial Group
69
Baird Financial Group
Wisconsin
$790K -$42.6K -618 -5%
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$759K +$785K +11,382 New
PG
71
Patten Group
Tennessee
$751K -$82.7K -1,200 -10%
MA
72
Mutual Advisors
Nebraska
$714K +$738K +10,712 New
SB
73
Strategic Blueprint
Georgia
$696K +$720K +10,445 New
RJA
74
Raymond James & Associates
Florida
$681K -$1.8M -26,103 -72%
T
75
TRUADVICE
Florida
$636K -$1.37M -19,863 -68%
1 2
3
4 5

IGLB Hedge Fund Activity: Q1 2021 in Review

154 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2021, worth a combined $1.85B — up 1.5% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IGLB positions and 22 closed out — a net gain of 30 holders — while 41 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $214M. The largest seller was Ameriprise, cutting an estimated $84.8M.

  • 154 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2021, up from 126 in Q4 2020.
  • Funds reported $1.85B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2021, up 1.5% quarter-over-quarter.
  • 52 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2021 and 22 closed out, a net change of +30 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2021 was BlackRock, an estimated $214M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2021 was Ameriprise, an estimated $84.8M sold.

Based on aggregated 13F filings for Q1 2021.