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iShares 10+ Year Investment Grade Corporate Bond ETF

137 hedge funds and large institutions have $1.89B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 61 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.12% more ownership

Funds ownership: 70.75%72.87% (+2.1%)

0% more capital invested

Capital invested by funds: $1.89B → $1.89B (+$5.05M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

15% less funds holding

Funds holding: 161137 (-24)

46% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 61

55% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 38

Holders
137
Holders Change
-24
Holders Change %
-14.91%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
17
Increased
33
Reduced
61
Closed
38
Calls
$3.18M
Puts
Net Calls
+$3.18M
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$308K +$111K +1,558 +54%
GPA
77
Garrison Point Advisors
California
$307K -$14.2K -200 -4%
CCM
78
Crew Capital Management
Ohio
$293K
SWA
79
Stratos Wealth Advisors
Ohio
$281K -$958K -13,487 -77%
KAS
80
Kestra Advisory Services
Texas
$273K -$93.5K -1,316 -25%
HTC
81
Haverford Trust Company
Pennsylvania
$271K
IRC
82
Investors Research Corp
Georgia
$271K +$168K +2,370 +154%
NFG
83
Next Financial Group
Texas
$260K +$11K +155 +4%
TFA
84
Teamwork Financial Advisors
Texas
$256K -$227K -3,198 -46%
SPC
85
Sigma Planning Corp
Michigan
$254K +$48.1K +677 +23%
SWM
86
SeaCrest Wealth Management
New York
$249K +$256K +3,597 New
T
87
TNF
Montana
$220K +$221K +3,105 New
OMC
88
Old Mission Capital
Illinois
$203K +$208K +2,927 New
CWA
89
Clearview Wealth Advisors
Oregon
$186K -$1.36M -19,198 -88%
CFD
90
Creative Financial Designs
Indiana
$121K -$292K -4,105 -70%
DWP
91
Destiny Wealth Partners
Florida
$121K +$124K +1,749 New
HWMA
92
Heritage Wealth Management (Arizona)
Arizona
$107K -$70.7K -995 -39%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$103K -$1.63K -23 -2%
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$93K -$336K -4,733 -78%
CFA
95
Cahill Financial Advisors
Minnesota
$90K +$92.3K +1,299 New
BA
96
Bellwether Advisors
Nebraska
$87K
FFA
97
Founders Financial Alliance
North Carolina
$76K +$426 +6 +0.6%
PP
98
PrairieView Partners
Minnesota
$72K
AF
99
Advisornet Financial
Minnesota
$65K -$586K -8,255 -90%
SPIA
100
Steward Partners Investment Advisory
New York
$64K +$65.9K +927 New

IGLB Hedge Fund Activity: Q3 2021 in Review

137 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2021, worth a combined $1.89B — up 0.27% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of IGLB and 17 opened new positions — a net loss of 21 holders — while 61 trimmed existing stakes and 33 added.

The largest buyer was BlackRock, adding an estimated $72.5M. The largest seller was Kemper Corp Master Retirement Trust, cutting an estimated $35.1M.

  • 137 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2021, down from 161 in Q2 2021.
  • Funds reported $1.89B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2021, up 0.27% quarter-over-quarter.
  • 17 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2021 and 38 closed out, a net change of -21 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2021 was BlackRock, an estimated $72.5M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2021 was Kemper Corp Master Retirement Trust, an estimated $35.1M sold.

Based on aggregated 13F filings for Q3 2021.