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iShares 10+ Year Investment Grade Corporate Bond ETF

136 hedge funds and large institutions have $1.27B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 52 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $264K

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

9% less funds holding

Funds holding: 149136 (-13)

13.48% less ownership

Funds ownership: 77.17%63.69% (-13%)

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

33% less capital invested

Capital invested by funds: $1.9B → $1.27B (-$637M)

37% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 52

Holders
136
Holders Change
-13
Holders Change %
-8.72%
% of All Funds
2.15%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
22
Increased
33
Reduced
52
Closed
30
Calls
$1.12M
Puts
$264K
Net Calls
+$860K
Net Calls Change
-$176K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$791K -$27.3M -426,958 -97%
Betterment LLC
52
Betterment LLC
New York
$780K +$63.1K +988 +8%
RJA
53
Raymond James & Associates
Florida
$729K +$294K +4,609 +63%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$728K -$3.49M -54,703 -82%
AWM
55
Alterna Wealth Management
Texas
$683K +$711K +11,125 New
TSS
56
Two Sigma Securities
New York
$645K +$671K +10,498 New
CAN
57
Cetera Advisor Networks
California
$603K -$453K -7,084 -42%
Renaissance Technologies
58
Renaissance Technologies
New York
$602K -$971K -15,200 -61%
BAM
59
Belpointe Asset Management
Nevada
$534K +$1.73K +27 +0.3%
Stifel Financial
60
Stifel Financial
Missouri
$504K -$2.17M -33,928 -81%
AAM
61
Advisors Asset Management
Colorado
$465K +$11.4K +178 +2%
SIS
62
Sound Income Strategies
Florida
$457K -$3.89M -60,937 -89%
MCWA
63
Meadow Creek Wealth Advisors
Georgia
$448K +$53.9K +844 +13%
SPFA
64
Summit Place Financial Advisors
New Jersey
$421K -$28.7K -450 -6%
MML Investors Services
65
MML Investors Services
Massachusetts
$418K -$20.1K -314 -4%
PG
66
Patten Group
Tennessee
$408K -$45.7K -715 -10%
SWM
67
Spire Wealth Management
Virginia
$396K
OMC
68
Old Mission Capital
Illinois
$363K +$377K +5,903 New
SB
69
Strategic Blueprint
Georgia
$294K -$8.75K -137 -3%
BCM
70
Boltwood Capital Management
California
$279K +$103K +1,615 +55%
ST
71
Spinnaker Trust
Maine
$266K -$14.6M -228,919 -98%
CCM
72
Crew Capital Management
Ohio
$259K
LWAC
73
Laurel Wealth Advisors (California)
California
$250K +$12.5K +196 +5%
HTC
74
Haverford Trust Company
Pennsylvania
$240K
SWM
75
SeaCrest Wealth Management
New York
$231K +$9.58K +150 +4%

IGLB Hedge Fund Activity: Q1 2022 in Review

136 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2022, worth a combined $1.27B — down 33% from $1.9B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of IGLB and 22 opened new positions — a net loss of 8 holders — while 52 trimmed existing stakes and 33 added.

The largest buyer was Jane Street, adding an estimated $53.7M. The largest seller was BlackRock, cutting an estimated $486M.

  • 136 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2022, down from 149 in Q4 2021.
  • Funds reported $1.27B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2022, down 33% quarter-over-quarter.
  • 22 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2022 and 30 closed out, a net change of -8 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2022 was Jane Street, an estimated $53.7M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2022 was BlackRock, an estimated $486M sold.

Based on aggregated 13F filings for Q1 2022.