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iShares 10+ Year Investment Grade Corporate Bond ETF

149 hedge funds and large institutions have $1.9B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 42 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $278K

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

9% more funds holding

Funds holding: 137149 (+12)

4.3% more ownership

Funds ownership: 72.87%77.17% (+4.3%)

1% more capital invested

Capital invested by funds: $1.89B → $1.9B (+$11.4M)

7% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 45

Holders
149
Holders Change
+12
Holders Change %
+8.76%
% of All Funds
2.29%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
31
Increased
42
Reduced
45
Closed
16
Calls
$1.31M
Puts
$278K
Net Calls
+$1.04M
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
C1AG
51
Client 1st Advisory Group
Florida
$1.47M -$656K -9,392 -31%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1.31M +$1.32M +18,824 New
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$1.23M -$219K -3,130 -15%
SFS
54
Sowell Financial Services
Arkansas
$1.2M -$77.8K -1,114 -6%
CAN
55
Cetera Advisor Networks
California
$1.18M -$286K -4,098 -20%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$1.1M -$47.1K -674 -4%
PFA
57
Pinnacle Family Advisors
Missouri
$1.05M -$172K -2,463 -14%
Jane Street
58
Jane Street
New York
$917K -$9.27M -132,638 -91%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$841K +$59.3K +848 +8%
Betterment LLC
60
Betterment LLC
New York
$815K -$30.8K -441 -4%
SWA
61
Stratos Wealth Advisors
Ohio
$757K +$476K +6,815 +168%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$752K -$13.9M -199,593 -95%
IRC
63
Investors Research Corp
Georgia
$679K +$409K +5,848 +149%
BAM
64
Belpointe Asset Management
Nevada
$603K
MHB
65
Midwest Heritage Bank
Iowa
$538K +$540K +7,732 New
AAM
66
Advisors Asset Management
Colorado
$514K +$33.7K +483 +7%
PG
67
Patten Group
Tennessee
$512K -$24.8K -355 -5%
SPFA
68
Summit Place Financial Advisors
New Jersey
$508K -$10.5K -150 -2%
HI
69
Harbour Investments
Wisconsin
$507K -$73.8K -1,056 -13%
RJA
70
Raymond James & Associates
Florida
$505K +$14.6K +209 +3%
MML Investors Services
71
MML Investors Services
Massachusetts
$495K -$297K -4,254 -37%
FCA
72
FLC Capital Advisors
California
$493K -$782K -11,190 -61%
SWM
73
Spire Wealth Management
Virginia
$449K
MCWA
74
Meadow Creek Wealth Advisors
Georgia
$449K +$451K +6,456 New
CFA
75
Carroll Financial Associates
North Carolina
$408K +$407K +5,825 +64,722%

IGLB Hedge Fund Activity: Q4 2021 in Review

149 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2021, worth a combined $1.9B — up 0.6% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IGLB positions and 16 closed out — a net gain of 15 holders — while 42 added to existing stakes and 45 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $35.3M. The largest seller was Wells Fargo, cutting an estimated $44M.

  • 149 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2021, up from 137 in Q3 2021.
  • Funds reported $1.9B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2021, up 0.6% quarter-over-quarter.
  • 31 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2021 and 16 closed out, a net change of +15 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2021 was Citadel Advisors, an estimated $35.3M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2021 was Wells Fargo, an estimated $44M sold.

Based on aggregated 13F filings for Q4 2021.