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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

154 hedge funds and large institutions have $1.85B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 22

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

22% more funds holding

Funds holding: 126 → 154 (+28)

4.01% more ownership

Funds ownership: 70.49% → 74.5% (+4%)

1% more capital invested

Capital invested by funds: $1.82B → $1.85B (+$26.5M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
154
Holders Change
+28
Holders Change %
+22.22%
% of All Funds
2.7%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
52
Increased
41
Reduced
32
Closed
22
Calls
$3.15M
Puts
–
Net Calls
+$3.15M
Net Calls Change
+$2.5M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$214M
2
AIMU
Allianz Investment Management US
Minnesota
+$101M
3
Jane Street
Jane Street
New York
+$28M
4
KCMRT
Kemper Corp Master Retirement Trust
Illinois
+$25.8M
5
5L
55I LLC
Massachusetts
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$84.8M
2
JP Morgan Chase
JP Morgan Chase
New York
-$54.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.6M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$22.6M
5
NAM
NorthCoast Asset Management
Connecticut
-$22.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPFA
76
Summit Place Financial Advisors
New Jersey
$608K +$629K +9,125 New
CAN
77
Cetera Advisor Networks
California
$588K -$560K -8,116 -48%
CFD
78
Creative Financial Designs
Indiana
$573K +$592K +8,593 New
FWP
79
Firethorn Wealth Partners
Georgia
$463K +$479K +6,944 New
SWM
80
Spire Wealth Management
Virginia
$461K +$477K +6,918 New
CAS
81
Cascadia Advisory Services
Oregon
$430K +$445K +6,455 New
LA
82
LexAurum Advisors
Kansas
$407K +$421K +6,106 New
SCA
83
Snowden Capital Advisors
New York
$378K -$90K -1,306 -19%
ASN
84
Advisory Services Network
Georgia
$373K -$4.27M -61,914 -92%
IFG
85
Independent Financial Group
California
$371K – – –
AAM
86
Advisors Asset Management
Colorado
$358K +$23.1K +335 +7%
NL
87
NWAM LLC
Washington
$352K +$364K +5,275 New
RJFSA
88
Raymond James Financial Services Advisors
Florida
$351K -$37.6K -545 -9%
TFA
89
Teamwork Financial Advisors
Texas
$351K +$363K +5,265 New
BTWM
90
Baker Tilly Wealth Management
Wisconsin
$348K +$360K +5,220 New
GPA
91
Garrison Point Advisors
California
$342K -$17.2K -250 -5%
RFG
92
Range Financial Group
Oregon
$299K +$309K +4,483 New
WFC
93
Western Financial Corp
California
$296K +$306K +4,438 New
KAS
94
Kestra Advisory Services
Texas
$286K +$296K +4,293 New
CCM
95
Crew Capital Management
Ohio
$282K +$291K +4,225 New
IWS
96
Insight Wealth Strategies
California
$266K -$2.93M -42,533 -91%
HTC
97
Haverford Trust Company
Pennsylvania
$261K – – –
LWAC
98
Laurel Wealth Advisors (California)
California
$259K +$5.45K +79 +2%
WP
99
WealthPLAN Partners
Nebraska
$250K +$345 +5 +0.1%
NFG
100
Next Financial Group
Texas
$236K +$38.1K +553 +19%
2 3
4
5 6

IGLB Hedge Fund Activity: Q1 2021 in Review

154 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2021, worth a combined $1.85B — up 1.5% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IGLB positions and 22 closed out — a net gain of 30 holders — while 41 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $214M. The largest seller was Ameriprise, cutting an estimated $84.8M.

  • 154 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2021, up from 126 in Q4 2020.
  • Funds reported $1.85B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2021, up 1.5% quarter-over-quarter.
  • 52 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2021 and 22 closed out, a net change of +30 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2021 was BlackRock, an estimated $214M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2021 was Ameriprise, an estimated $84.8M sold.

Based on aggregated 13F filings for Q1 2021.