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iShares 10+ Year Investment Grade Corporate Bond ETF

129 hedge funds and large institutions have $987M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

603% more call options, than puts

Call options by funds: $1.49M | Put options by funds: $212K

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 39

4.3% more ownership

Funds ownership: 70.84%75.14% (+4.3%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

5% more capital invested

Capital invested by funds: $940M → $987M (+$46.6M)

1% more funds holding

Funds holding: 128129 (+1)

Holders
129
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.22%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
18
Increased
43
Reduced
39
Closed
17
Calls
$1.49M
Puts
$212K
Net Calls
+$1.28M
Net Calls Change
-$49K
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
51
KCS Wealth Advisory
California
$748K +$826K +15,504 New
SAS
52
Sage Advisory Services
Texas
$673K +$16.4K +308 +2%
VFA
53
Voya Financial Advisors
Connecticut
$657K +$2.98K +56 +0.4%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$626K -$290K -5,438 -30%
BCM
55
Boltwood Capital Management
California
$593K +$89.7K +1,685 +16%
Betterment LLC
56
Betterment LLC
New York
$573K
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$556K -$52.3K -982 -8%
TGAM
58
TBH Global Asset Management
Tennessee
$543K +$600K +11,266 New
HWM
59
Horizons Wealth Management
North Carolina
$506K
OSAM
60
O'Shaughnessy Asset Management
Connecticut
$416K +$325K +6,097 +242%
TSS
61
Two Sigma Securities
New York
$416K +$459K +8,618 New
CC
62
Copperleaf Capital
North Carolina
$385K -$984K -18,477 -70%
MML Investors Services
63
MML Investors Services
Massachusetts
$373K +$62.5K +1,173 +18%
BAM
64
Belpointe Asset Management
Nevada
$356K -$16.4K -308 -4%
MCWA
65
Meadow Creek Wealth Advisors
Georgia
$352K
HHRDM
66
H&H Retirement Design & Management
Nevada
$339K +$3.89K +73 +1%
C1AG
67
Client 1st Advisory Group
Florida
$338K -$48.3K -907 -11%
SIS
68
Sound Income Strategies
Florida
$330K -$40.7K -765 -10%
Stifel Financial
69
Stifel Financial
Missouri
$323K -$41K -770 -10%
HI
70
Harbour Investments
Wisconsin
$294K
PCM
71
Penserra Capital Management
California
$284K +$137K +2,576 +77%
GWM
72
GSB Wealth Management
Connecticut
$260K +$288K +5,400 New
PG
73
Patten Group
Tennessee
$255K -$50.5K -949 -15%
LWAC
74
Laurel Wealth Advisors (California)
California
$218K +$27K +508 +13%
SB
75
Strategic Blueprint
Georgia
$215K -$42.6K -800 -15%

IGLB Hedge Fund Activity: Q3 2022 in Review

129 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2022, worth a combined $987M — up 5% from $940M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IGLB positions and 17 closed out — a net gain of 1 holder — while 43 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $79.8M. The largest seller was Jane Street, cutting an estimated $17.6M.

  • 129 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2022, up from 128 in Q2 2022.
  • Funds reported $987M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2022, up 5% quarter-over-quarter.
  • 18 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2022 and 17 closed out, a net change of +1 holder.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2022 was BlackRock, an estimated $79.8M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2022 was Jane Street, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2022.