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iShares 10+ Year Investment Grade Corporate Bond ETF

136 hedge funds and large institutions have $1.14B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $1.11B → $1.14B (+$29.7M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

5% less funds holding

Funds holding: 143136 (-7)

6.69% less ownership

Funds ownership: 75.34%68.65% (-6.7%)

53% less call options, than puts

Call options by funds: $2.02M | Put options by funds: $4.29M

Holders
136
Holders Change
-7
Holders Change %
-4.9%
% of All Funds
2.17%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
21
Increased
37
Reduced
41
Closed
23
Calls
$2.02M
Puts
$4.29M
Net Calls
-$2.27M
Net Calls Change
-$3.55M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$1.43M -$2.05M -39,523 -59%
IDBONY
52
Israel Discount Bank of New York
New York
$1.33M +$1.31M +25,297 New
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$1.26M +$1.25M +24,047 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$1.25M +$778K +15,000 +171%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$1.22M
Stifel Financial
56
Stifel Financial
Missouri
$1.14M +$1.25K +24 +0.1%
AAS
57
Avantax Advisory Services
Texas
$1.09M +$309K +5,960 +40%
CFGS
58
Concourse Financial Group Securities
Alabama
$1.06M +$9.08K +175 +0.9%
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$1.01M +$1M +19,320 New
US Bancorp
60
US Bancorp
Minnesota
$689K +$630K +12,156 +1,223%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$619K -$1.1M -21,163 -64%
LSIA
62
LaSalle St. Investment Advisors
Illinois
$581K +$244K +4,703 +74%
MA
63
MCF Advisors
Kentucky
$569K
CA
64
Cetera Advisors
Colorado
$550K -$134K -2,589 -20%
Wealthfront Advisers
65
Wealthfront Advisers
California
$534K +$273K +5,257 +107%
AWS
66
Atria Wealth Solutions
New York
$502K +$286K +5,517 +136%
Citadel Advisors
67
Citadel Advisors
Florida
$497K -$893K -17,214 -64%
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$403K -$300K -5,776 -43%
GRP
69
Global Retirement Partners
California
$396K +$80.6K +1,555 +26%
HWM
70
Horizons Wealth Management
North Carolina
$396K -$145K -2,805 -27%
Betterment LLC
71
Betterment LLC
New York
$392K -$115K -2,219 -23%
GM
72
GeoWealth Management
Illinois
$383K -$58.2K -1,122 -13%
SFA
73
Source Financial Advisors
New York
$383K -$58.2K -1,122 -13%
BAM
74
Belpointe Asset Management
Nevada
$377K -$8.82K -170 -2%
SAS
75
Sage Advisory Services
Texas
$355K -$488K -9,401 -58%

IGLB Hedge Fund Activity: Q1 2023 in Review

136 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2023, worth a combined $1.14B — up 2.7% from $1.11B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of IGLB and 21 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 37 added.

The largest buyer was Jane Street, opening a new position worth an estimated $17.7M. The largest seller was BlackRock, cutting an estimated $39.4M.

  • 136 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2023, down from 143 in Q4 2022.
  • Funds reported $1.14B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2023, up 2.7% quarter-over-quarter.
  • 21 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2023 and 23 closed out, a net change of -2 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2023 was Jane Street, an estimated $17.7M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2023 was BlackRock, an estimated $39.4M sold.

Based on aggregated 13F filings for Q1 2023.