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iShares 10+ Year Investment Grade Corporate Bond ETF

137 hedge funds and large institutions have $1.89B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 61 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.12% more ownership

Funds ownership: 70.75%72.87% (+2.1%)

0% more capital invested

Capital invested by funds: $1.89B → $1.89B (+$5.05M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

15% less funds holding

Funds holding: 161137 (-24)

46% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 61

55% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 38

Holders
137
Holders Change
-24
Holders Change %
-14.91%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
17
Increased
33
Reduced
61
Closed
38
Calls
$3.18M
Puts
Net Calls
+$3.18M
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$1.44M -$312K -4,393 -17%
AIM
52
Astor Investment Management
Illinois
$1.29M +$1.33M +18,683 New
SFS
53
Sowell Financial Services
Arkansas
$1.27M -$218K -3,067 -14%
FCA
54
FLC Capital Advisors
California
$1.27M -$329K -4,637 -20%
PFA
55
Pinnacle Family Advisors
Missouri
$1.22M +$52.8K +743 +4%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$1.14M +$747K +10,518 +176%
FTUS
57
Flow Traders U.S.
New York
$1.02M +$1.04M +14,685 New
Betterment LLC
58
Betterment LLC
New York
$842K -$70.3K -990 -8%
Stifel Financial
59
Stifel Financial
Missouri
$820K -$17.5M -246,949 -95%
MML Investors Services
60
MML Investors Services
Massachusetts
$788K -$2.14M -30,095 -73%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$779K -$31.5K -444 -4%
SB
62
Strategic Blueprint
Georgia
$673K -$35.2K -495 -5%
MA
63
Mutual Advisors
Nebraska
$647K -$246K -3,464 -27%
BAM
64
Belpointe Asset Management
Nevada
$600K -$369K -5,191 -37%
HI
65
Harbour Investments
Wisconsin
$578K -$404K -5,684 -41%
PG
66
Patten Group
Tennessee
$534K -$41.9K -590 -7%
SPFA
67
Summit Place Financial Advisors
New Jersey
$516K +$60.4K +850 +13%
RJA
68
Raymond James & Associates
Florida
$489K +$66.6K +937 +15%
AAM
69
Advisors Asset Management
Colorado
$478K +$47.4K +667 +11%
SWM
70
Spire Wealth Management
Virginia
$447K -$33.1K -466 -7%
HGWM
71
Horst & Graben Wealth Management
Oregon
$372K -$3.08M -43,413 -89%
ASN
72
Advisory Services Network
Georgia
$357K -$6.18K -87 -2%
US Bancorp
73
US Bancorp
Minnesota
$349K -$782K -11,015 -69%
CIBC World Market
74
CIBC World Market
Ontario, Canada
$346K +$355K +5,000 New
RA
75
RFG Advisory
Alabama
$311K -$497 -7 -0.2%

IGLB Hedge Fund Activity: Q3 2021 in Review

137 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2021, worth a combined $1.89B — up 0.27% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of IGLB and 17 opened new positions — a net loss of 21 holders — while 61 trimmed existing stakes and 33 added.

The largest buyer was BlackRock, adding an estimated $72.5M. The largest seller was Kemper Corp Master Retirement Trust, cutting an estimated $35.1M.

  • 137 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2021, down from 161 in Q2 2021.
  • Funds reported $1.89B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2021, up 0.27% quarter-over-quarter.
  • 17 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2021 and 38 closed out, a net change of -21 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2021 was BlackRock, an estimated $72.5M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2021 was Kemper Corp Master Retirement Trust, an estimated $35.1M sold.

Based on aggregated 13F filings for Q3 2021.