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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

143 hedge funds and large institutions have $1.11B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $568K

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

12% more capital invested

Capital invested by funds: $987M → $1.11B (+$121M)

11% more funds holding

Funds holding: 129 → 143 (+14)

0.2% more ownership

Funds ownership: 75.14% → 75.34% (+0.2%)

Holders
143
Holders Change
+14
Holders Change %
+10.85%
% of All Funds
2.3%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
36
Increased
44
Reduced
38
Closed
20
Calls
$1.84M
Puts
$568K
Net Calls
+$1.27M
Net Calls Change
-$4K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$24.9M
2
IAIM
International Assets Investment Management
Florida
+$19.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.14M
4
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
+$8.71M
5
RIG
RiverFront Investment Group
Virginia
+$8.27M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$14.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$14.1M
3
Goldman Sachs
Goldman Sachs
New York
-$9.65M
4
CW
Connectus Wealth
Ohio
-$8.82M
5
Jane Street
Jane Street
New York
-$5.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
51
Boltwood Capital Management
California
$1.29M +$673K +13,645 +111%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$1.16M +$1.15M +23,295 New
Stifel Financial
53
Stifel Financial
Missouri
$1.08M +$742K +15,034 +224%
ACJ
54
Autonomy Capital (Jersey)
Jersey
$1.05M +$1.04M +21,001 New
CFGS
55
Concourse Financial Group Securities
Alabama
$1M +$25.3K +513 +3%
SAS
56
Sage Advisory Services
Texas
$805K +$109K +2,217 +16%
AAS
57
Avantax Advisory Services
Texas
$741K +$734K +14,881 New
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$736K -$130K -2,644 -15%
MML Investors Services
59
MML Investors Services
Massachusetts
$711K +$323K +6,552 +85%
OSAM
60
O'Shaughnessy Asset Management
Connecticut
$671K +$240K +4,859 +56%
CA
61
Cetera Advisors
Colorado
$652K +$646K +13,092 New
KWA
62
KCS Wealth Advisory
California
$618K -$152K -3,083 -20%
VFA
63
Voya Financial Advisors
Connecticut
$618K -$64K -1,297 -10%
MA
64
MCF Advisors
Kentucky
$541K +$536K +10,869 New
HWM
65
Horizons Wealth Management
North Carolina
$516K -$6.36K -129 -1%
Betterment LLC
66
Betterment LLC
New York
$483K -$51.3K -1,040 -10%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$436K -$2.93M -59,404 -87%
GM
68
GeoWealth Management
Illinois
$420K +$416K +8,426 New
SFA
69
Source Financial Advisors
New York
$420K +$416K +8,426 New
BAM
70
Belpointe Asset Management
Nevada
$366K -$740 -15 -0.2%
SIS
71
Sound Income Strategies
Florida
$334K -$6.12K -124 -2%
GWM
72
GSB Wealth Management
Connecticut
$329K +$59.2K +1,200 +22%
LSIA
73
LaSalle St. Investment Advisors
Illinois
$318K +$315K +6,388 New
CCA
74
Checchi Capital Advisers
California
$318K +$315K +6,377 New
WS
75
Wedbush Securities
California
$313K +$310K +6,294 New
1 2
3
4 5

IGLB Hedge Fund Activity: Q4 2022 in Review

143 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2022, worth a combined $1.11B — up 12% from $987M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IGLB positions and 20 closed out — a net gain of 16 holders — while 44 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $24.9M. The largest seller was Ameriprise, cutting an estimated $14.4M.

  • 143 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2022, up from 129 in Q3 2022.
  • Funds reported $1.11B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 36 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2022 and 20 closed out, a net change of +16 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2022 was BlackRock, an estimated $24.9M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2022 was Ameriprise, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2022.