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iShares 10+ Year Investment Grade Corporate Bond ETF

161 hedge funds and large institutions have $1.89B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more funds holding

Funds holding: 154161 (+7)

2% more capital invested

Capital invested by funds: $1.85B → $1.89B (+$38.7M)

3.75% less ownership

Funds ownership: 74.5%70.75% (-3.8%)

33% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 63

Holders
161
Holders Change
+7
Holders Change %
+4.55%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
42
Reduced
63
Closed
21
Calls
$4.53M
Puts
Net Calls
+$4.53M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cetera Advisors
Colorado
$2.17M +$2.11M +30,966 New
FWA
52
FOCUS Wealth Advisors
Texas
$2.06M +$26.6K +391 +1%
CC
53
Copperleaf Capital
North Carolina
$2.03M -$11.1K -163 -0.6%
CI
54
Conning Inc
Connecticut
$2.01M
CSWG
55
Cardinal Strategic Wealth Guidance
Kentucky
$1.9M -$968K -14,216 -34%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$1.77M +$511K +7,508 +43%
CFGS
57
Concourse Financial Group Securities
Alabama
$1.67M +$16.5K +243 +1%
FCA
58
FLC Capital Advisors
California
$1.61M -$206K -3,023 -12%
CIC
59
Carnegie Investment Counsel
Ohio
$1.6M -$60.9K -895 -4%
CWA
60
Clearview Wealth Advisors
Oregon
$1.54M -$767K -11,275 -34%
SFS
61
Sowell Financial Services
Arkansas
$1.5M +$136K +1,993 +10%
EWM
62
Empirical Wealth Management
Washington
$1.47M +$1.43M +20,982 New
APW
63
Austin Private Wealth
Texas
$1.31M -$907K -13,323 -42%
OWA
64
One Wealth Advisors
California
$1.28M -$117K -1,726 -9%
SWA
65
Stratos Wealth Advisors
Ohio
$1.23M -$475K -6,985 -28%
PAS
66
Park Avenue Securities
New York
$1.2M +$1.16M +17,023 New
PFA
67
Pinnacle Family Advisors
Missouri
$1.18M -$17.4K -256 -1%
US Bancorp
68
US Bancorp
Minnesota
$1.13M -$1.23M -18,087 -53%
SPAS
69
Spectrum Planning & Advisory Services
California
$1.13M -$725K -10,659 -40%
CCWA
70
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.13M +$1.09M +16,031 New
JP Morgan Chase
71
JP Morgan Chase
New York
$1.05M -$11.2K -164 -1%
HI
72
Harbour Investments
Wisconsin
$984K -$169K -2,488 -15%
BAM
73
Belpointe Asset Management
Nevada
$973K -$503K -7,397 -35%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$944K -$791K -11,619 -46%
Betterment LLC
75
Betterment LLC
New York
$923K -$593K -8,719 -40%

IGLB Hedge Fund Activity: Q2 2021 in Review

161 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2021, worth a combined $1.89B — up 2.1% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IGLB positions and 21 closed out — a net gain of 7 holders — while 42 added to existing stakes and 63 trimmed.

The largest buyer was Stifel Financial, adding an estimated $16.6M. The largest seller was Ameriprise, cutting an estimated $92.4M.

  • 161 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2021, up from 154 in Q1 2021.
  • Funds reported $1.89B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2021, up 2.1% quarter-over-quarter.
  • 28 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2021 and 21 closed out, a net change of +7 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2021 was Stifel Financial, an estimated $16.6M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2021 was Ameriprise, an estimated $92.4M sold.

Based on aggregated 13F filings for Q2 2021.