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iShares 10+ Year Investment Grade Corporate Bond ETF

161 hedge funds and large institutions have $1.89B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more funds holding

Funds holding: 154161 (+7)

2% more capital invested

Capital invested by funds: $1.85B → $1.89B (+$38.7M)

3.75% less ownership

Funds ownership: 74.5%70.75% (-3.8%)

33% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 63

Holders
161
Holders Change
+7
Holders Change %
+4.55%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
42
Reduced
63
Closed
21
Calls
$4.53M
Puts
Net Calls
+$4.53M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$899K +$142K +2,091 +20%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$821K -$10.4K -153 -1%
SB
78
Strategic Blueprint
Georgia
$717K -$15.9K -233 -2%
CAN
79
Cetera Advisor Networks
California
$667K +$46.4K +682 +8%
AF
80
Advisornet Financial
Minnesota
$646K -$598K -8,793 -49%
CF
81
Centaurus Financial
California
$594K -$639K -9,389 -53%
PG
82
Patten Group
Tennessee
$583K -$202K -2,965 -26%
PWM
83
PRW Wealth Management
Massachusetts
$583K +$565K +8,304 New
SWM
84
Spire Wealth Management
Virginia
$486K
TFA
85
Teamwork Financial Advisors
Texas
$484K +$111K +1,626 +31%
WP
86
WealthSource Partners
California
$479K +$464K +6,820 New
BEI
87
Benjamin Edwards Inc
Missouri
$479K +$465K +6,827 New
SPFA
88
Summit Place Financial Advisors
New Jersey
$463K -$172K -2,525 -28%
AAM
89
Advisors Asset Management
Colorado
$438K +$59.2K +870 +16%
RJA
90
Raymond James & Associates
Florida
$430K -$278K -4,087 -40%
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$426K -$361K -5,308 -47%
RJFSA
92
Raymond James Financial Services Advisors
Florida
$419K +$47.3K +695 +13%
CFD
93
Creative Financial Designs
Indiana
$411K -$186K -2,736 -32%
FWP
94
Firethorn Wealth Partners
Georgia
$407K -$77.9K -1,144 -16%
KAS
95
Kestra Advisory Services
Texas
$369K +$66K +969 +23%
ASN
96
Advisory Services Network
Georgia
$368K -$23.3K -343 -6%
GPA
97
Garrison Point Advisors
California
$325K -$34K -500 -10%
IWS
98
Insight Wealth Strategies
California
$320K +$39.1K +575 +14%
RA
99
RFG Advisory
Alabama
$316K +$306K +4,501 New
CCM
100
Crew Capital Management
Ohio
$297K

IGLB Hedge Fund Activity: Q2 2021 in Review

161 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2021, worth a combined $1.89B — up 2.1% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IGLB positions and 21 closed out — a net gain of 7 holders — while 42 added to existing stakes and 63 trimmed.

The largest buyer was Stifel Financial, adding an estimated $16.6M. The largest seller was Ameriprise, cutting an estimated $92.4M.

  • 161 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2021, up from 154 in Q1 2021.
  • Funds reported $1.89B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2021, up 2.1% quarter-over-quarter.
  • 28 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2021 and 21 closed out, a net change of +7 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2021 was Stifel Financial, an estimated $16.6M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2021 was Ameriprise, an estimated $92.4M sold.

Based on aggregated 13F filings for Q2 2021.