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iShares 10+ Year Investment Grade Corporate Bond ETF

149 hedge funds and large institutions have $1.9B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 42 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $278K

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

9% more funds holding

Funds holding: 137149 (+12)

4.3% more ownership

Funds ownership: 72.87%77.17% (+4.3%)

1% more capital invested

Capital invested by funds: $1.89B → $1.9B (+$11.4M)

7% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 45

Holders
149
Holders Change
+12
Holders Change %
+8.76%
% of All Funds
2.29%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
31
Increased
42
Reduced
45
Closed
16
Calls
$1.31M
Puts
$278K
Net Calls
+$1.04M
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$394K -$257K -3,681 -39%
CIBC World Market
77
CIBC World Market
Ontario, Canada
$348K
SB
78
Strategic Blueprint
Georgia
$343K -$335K -4,789 -49%
CCM
79
Crew Capital Management
Ohio
$294K
KAS
80
Kestra Advisory Services
Texas
$273K -$1.54K -22 -0.6%
HTC
81
Haverford Trust Company
Pennsylvania
$272K
LWAC
82
Laurel Wealth Advisors (California)
California
$270K +$271K +3,877 New
SWM
83
SeaCrest Wealth Management
New York
$251K +$838 +12 +0.3%
NFG
84
Next Financial Group
Texas
$250K -$10.9K -156 -4%
US Bancorp
85
US Bancorp
Minnesota
$246K -$105K -1,502 -30%
SPC
86
Sigma Planning Corp
Michigan
$232K -$23.1K -330 -9%
JSW
87
Journey Strategic Wealth
New Jersey
$227K +$228K +3,260 New
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$222K +$223K +3,198 New
GPA
89
Garrison Point Advisors
California
$215K -$93.6K -1,340 -30%
BFEC
90
Benjamin F. Edwards & Company
Missouri
$213K +$214K +3,059 New
T
91
TNF
Montana
$209K +$70 +1 +0%
BCM
92
Boltwood Capital Management
California
$204K +$205K +2,929 New
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$194K -$116K -1,665 -37%
SC
94
SouthState Corp
Florida
$157K +$157K +2,254 New
CA
95
CoreCap Advisors
Michigan
$154K +$155K +2,216 New
BEI
96
Benjamin Edwards Inc
Missouri
$126K +$127K +1,811 New
DWP
97
Destiny Wealth Partners
Florida
$122K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$121K +$86.1K +1,232 +244%
CFD
99
Creative Financial Designs
Indiana
$116K -$6.15K -88 -5%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$104K

IGLB Hedge Fund Activity: Q4 2021 in Review

149 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2021, worth a combined $1.9B — up 0.6% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IGLB positions and 16 closed out — a net gain of 15 holders — while 42 added to existing stakes and 45 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $35.3M. The largest seller was Wells Fargo, cutting an estimated $44M.

  • 149 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2021, up from 137 in Q3 2021.
  • Funds reported $1.9B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2021, up 0.6% quarter-over-quarter.
  • 31 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2021 and 16 closed out, a net change of +15 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2021 was Citadel Advisors, an estimated $35.3M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2021 was Wells Fargo, an estimated $44M sold.

Based on aggregated 13F filings for Q4 2021.