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iShares 10+ Year Investment Grade Corporate Bond ETF

136 hedge funds and large institutions have $1.27B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 52 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $264K

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

9% less funds holding

Funds holding: 149136 (-13)

13.48% less ownership

Funds ownership: 77.17%63.69% (-13%)

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

33% less capital invested

Capital invested by funds: $1.9B → $1.27B (-$637M)

37% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 52

Holders
136
Holders Change
-13
Holders Change %
-8.72%
% of All Funds
2.15%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
22
Increased
33
Reduced
52
Closed
30
Calls
$1.12M
Puts
$264K
Net Calls
+$860K
Net Calls Change
-$176K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Saiph Capital
New Jersey
$221K +$230K +3,603 New
AWS
77
Atria Wealth Solutions
New York
$221K +$230K +3,605 New
US Bancorp
78
US Bancorp
Minnesota
$204K -$12.8K -200 -6%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$162K -$36.2K -567 -18%
SC
80
SouthState Corp
Florida
$138K
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$124K -$49.4K -774 -28%
OSAM
82
O'Shaughnessy Asset Management
Connecticut
$108K +$56.7K +887 +101%
LAS
83
Lloyd Advisory Services
Georgia
$107K +$47.8K +748 +75%
DWP
84
Destiny Wealth Partners
Florida
$104K -$3.9K -61 -3%
PCM
85
Penserra Capital Management
California
$81K +$21.2K +332 +33%
BA
86
Bellwether Advisors
Nebraska
$76K
CFD
87
Creative Financial Designs
Indiana
$72K -$31K -485 -29%
PP
88
PrairieView Partners
Minnesota
$64K
HWMA
89
Heritage Wealth Management (Arizona)
Arizona
$60K +$62.8K +983 New
SPIA
90
Steward Partners Investment Advisory
New York
$57K
MCC
91
Money Concepts Capital
Florida
$55K +$57.2K +895 New
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$53K -$40.1K -628 -42%
TFGT
93
TS Financial Group (TSFG)
Illinois
$53K
FFA
94
Founders Financial Alliance
North Carolina
$50K -$12K -188 -19%
AF
95
Allworth Financial
California
$39K
WWP
96
WR Wealth Planners
Missouri
$33.8K +$35.2K +551 New
SC
97
Siena Capital
Ohio
$33K +$33.9K +531 New
AIP
98
Ameritas Investment Partners
Nebraska
$32K
CWA
99
Clearview Wealth Advisors
Oregon
$30K -$13.7K -214 -30%
AF
100
Advisornet Financial
Minnesota
$28K -$25.8K -404 -47%

IGLB Hedge Fund Activity: Q1 2022 in Review

136 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2022, worth a combined $1.27B — down 33% from $1.9B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of IGLB and 22 opened new positions — a net loss of 8 holders — while 52 trimmed existing stakes and 33 added.

The largest buyer was Jane Street, adding an estimated $53.7M. The largest seller was BlackRock, cutting an estimated $486M.

  • 136 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2022, down from 149 in Q4 2021.
  • Funds reported $1.27B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2022, down 33% quarter-over-quarter.
  • 22 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2022 and 30 closed out, a net change of -8 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2022 was Jane Street, an estimated $53.7M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2022 was BlackRock, an estimated $486M sold.

Based on aggregated 13F filings for Q1 2022.