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iShares 10+ Year Investment Grade Corporate Bond ETF

128 hedge funds and large institutions have $940M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

606% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $219K

7.15% more ownership

Funds ownership: 63.69%70.84% (+7.1%)

6% less funds holding

Funds holding: 136128 (-8)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

26% less capital invested

Capital invested by funds: $1.27B → $940M (-$327M)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

44% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 54

Holders
128
Holders Change
-8
Holders Change %
-5.88%
% of All Funds
2.16%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
18
Increased
30
Reduced
54
Closed
25
Calls
$1.55M
Puts
$219K
Net Calls
+$1.33M
Net Calls Change
+$467K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$659K +$37.3K +673 +6%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$624K -$188K -3,402 -23%
CAN
53
Cetera Advisor Networks
California
$583K +$61.1K +1,104 +11%
HWM
54
Horizons Wealth Management
North Carolina
$576K +$580K +10,484 New
Betterment LLC
55
Betterment LLC
New York
$573K -$109K -1,962 -15%
BCM
56
Boltwood Capital Management
California
$566K +$336K +6,071 +134%
AWM
57
Alterna Wealth Management
Texas
$480K -$117K -2,113 -19%
C1AG
58
Client 1st Advisory Group
Florida
$422K -$410K -7,405 -48%
BAM
59
Belpointe Asset Management
Nevada
$409K -$56K -1,012 -12%
SIS
60
Sound Income Strategies
Florida
$405K +$8.97K +162 +2%
Stifel Financial
61
Stifel Financial
Missouri
$398K -$40.5K -731 -9%
HHRDM
62
H&H Retirement Design & Management
Nevada
$396K +$398K +7,186 New
MCWA
63
Meadow Creek Wealth Advisors
Georgia
$389K
MML Investors Services
64
MML Investors Services
Massachusetts
$349K -$13.6K -245 -4%
PG
65
Patten Group
Tennessee
$335K -$21K -380 -6%
AAM
66
Advisors Asset Management
Colorado
$304K -$103K -1,856 -25%
HI
67
Harbour Investments
Wisconsin
$294K +$305K +5,507 New
SB
68
Strategic Blueprint
Georgia
$281K +$26.4K +477 +10%
CCM
69
Crew Capital Management
Ohio
$225K
LWAC
70
Laurel Wealth Advisors (California)
California
$214K -$3.38K -61 -1%
HTC
71
Haverford Trust Company
Pennsylvania
$208K
BCV
72
Banque Cantonale Vaudoise
Switzerland
$201K +$209K +3,778 New
SWM
73
SeaCrest Wealth Management
New York
$193K -$7.36K -133 -4%
PCM
74
Penserra Capital Management
California
$177K +$111K +1,996 +150%
SWM
75
Spire Wealth Management
Virginia
$172K -$179K -3,226 -50%

IGLB Hedge Fund Activity: Q2 2022 in Review

128 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2022, worth a combined $940M — down 26% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IGLB and 18 opened new positions — a net loss of 7 holders — while 54 trimmed existing stakes and 30 added.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $18.4M. The largest seller was BlackRock, cutting an estimated $98.4M.

  • 128 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2022, down from 136 in Q1 2022.
  • Funds reported $940M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2022, down 26% quarter-over-quarter.
  • 18 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2022 and 25 closed out, a net change of -7 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2022 was Miracle Mile Advisors, an estimated $18.4M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2022 was BlackRock, an estimated $98.4M sold.

Based on aggregated 13F filings for Q2 2022.