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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

146 hedge funds and large institutions have $1.31B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 29

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

64% more call options, than puts

Call options by funds: $7.52M | Put options by funds: $4.58M

15% more capital invested

Capital invested by funds: $1.14B → $1.31B (+$175M)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

7% more funds holding

Funds holding: 136 → 146 (+10)

1.12% less ownership

Funds ownership: 68.65% → 67.53% (-1.1%)

Holders
146
Holders Change
+10
Holders Change %
+7.35%
% of All Funds
2.29%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
28
Increased
58
Reduced
29
Closed
17
Calls
$7.52M
Puts
$4.58M
Net Calls
+$2.93M
Net Calls Change
+$5.21M

Top Buyers

Rank Fund Capital Flow
1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$126M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$12M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.6M
4
RIG
RiverFront Investment Group
Virginia
+$11.6M
5
RJA
Raymond James & Associates
Florida
+$9.01M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$19.2M
2
MMA
Miracle Mile Advisors
California
-$17.2M
3
Jane Street
Jane Street
New York
-$11.1M
4
Morgan Stanley
Morgan Stanley
New York
-$4.39M
5
Capstone Investment Advisors
Capstone Investment Advisors
New York
-$4.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
51
GSB Wealth Management
Connecticut
$2.54M +$850K +16,547 +51%
CAN
52
Cetera Advisor Networks
California
$2.37M +$59.6K +1,161 +3%
IRC
53
Investors Research Corp
Georgia
$2M +$134K +2,608 +7%
Stifel Financial
54
Stifel Financial
Missouri
$1.99M +$863K +16,806 +77%
AC
55
Allstate Corporation
Illinois
$1.98M +$1.98M +38,494 New
BCM
56
Boltwood Capital Management
California
$1.97M +$207K +4,025 +12%
PWM
57
Pacific Wealth Management
California
$1.8M -$40.4K -787 -2%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$1.7M +$468K +9,112 +38%
IPW
59
Impact Partnership Wealth
Georgia
$1.55M +$1.55M +30,086 New
IDBONY
60
Israel Discount Bank of New York
New York
$1.5M +$193K +3,750 +15%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$1.47M +$62.2K +1,211 +4%
BFM
62
Boothbay Fund Management
New York
$1.44M +$1.44M +28,000 New
AAS
63
Avantax Advisory Services
Texas
$1.29M +$210K +4,091 +20%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$1.2M – – –
FA
65
FDx Advisors
Illinois
$1.11M -$1.8M -35,070 -62%
CFGS
66
Concourse Financial Group Securities
Alabama
$1.03M -$21K -409 -2%
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
$996K – – –
GM
68
GeoWealth Management
Illinois
$877K +$498K +9,704 +133%
SFA
69
Source Financial Advisors
New York
$877K +$498K +9,704 +133%
GRP
70
Global Retirement Partners
California
$783K +$389K +7,564 +99%
GDP
71
Great Diamond Partners
Maine
$719K +$716K +13,943 New
ACM
72
Absolute Capital Management
Pennsylvania
$681K +$679K +13,214 New
US Bancorp
73
US Bancorp
Minnesota
$647K -$30.5K -593 -5%
AWS
74
Atria Wealth Solutions
New York
$626K +$132K +2,569 +27%
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$621K +$350K +6,812 +130%
1 2
3
4 5

IGLB Hedge Fund Activity: Q2 2023 in Review

146 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2023, worth a combined $1.31B — up 15% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IGLB positions and 17 closed out — a net gain of 11 holders — while 58 added to existing stakes and 29 trimmed.

The largest buyer was Liberty Mutual Group Asset Management, opening a new position worth an estimated $126M. The largest seller was BlackRock, cutting an estimated $19.2M.

  • 146 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2023, up from 136 in Q1 2023.
  • Funds reported $1.31B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 28 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2023 and 17 closed out, a net change of +11 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2023 was Liberty Mutual Group Asset Management, an estimated $126M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2023 was BlackRock, an estimated $19.2M sold.

Based on aggregated 13F filings for Q2 2023.