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iShares 10+ Year Investment Grade Corporate Bond ETF

128 hedge funds and large institutions have $940M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

606% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $219K

7.15% more ownership

Funds ownership: 63.69%70.84% (+7.1%)

6% less funds holding

Funds holding: 136128 (-8)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

26% less capital invested

Capital invested by funds: $1.27B → $940M (-$327M)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

44% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 54

Holders
128
Holders Change
-8
Holders Change %
-5.88%
% of All Funds
2.16%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
18
Increased
30
Reduced
54
Closed
25
Calls
$1.55M
Puts
$219K
Net Calls
+$1.33M
Net Calls Change
+$467K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$143K -$35.5K -641 -19%
OSAM
77
O'Shaughnessy Asset Management
Connecticut
$134K +$42K +758 +43%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$115K +$96.2K +1,738 +376%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$104K -$38.1K -689 -26%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$99K -$9.74K -176 -9%
CA
81
CoreCap Advisors
Michigan
$80K +$83K +1,499 New
BA
82
Bellwether Advisors
Nebraska
$66K
CFD
83
Creative Financial Designs
Indiana
$63K
SWM
84
Selective Wealth Management
Virginia
$58K +$41.4K +747 +224%
PP
85
PrairieView Partners
Minnesota
$55K
SPIA
86
Steward Partners Investment Advisory
New York
$46K -$3.38K -61 -7%
HWMA
87
Heritage Wealth Management (Arizona)
Arizona
$44.3K -$8.42K -152 -15%
FFA
88
Founders Financial Alliance
North Carolina
$43K +$388 +7 +0.9%
AF
89
Allworth Financial
California
$34K
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$30K +$5.54K +100 +22%
DWP
91
Destiny Wealth Partners
Florida
$28K -$64.9K -1,172 -69%
AIP
92
Ameritas Investment Partners
Nebraska
$28K
CWA
93
Clearview Wealth Advisors
Oregon
$25K -$609 -11 -2%
IA
94
IFP Advisors
Florida
$22K
APA
95
American Portfolios Advisors
New York
$19.5K -$388 -7 -2%
WWP
96
WR Wealth Planners
Missouri
$19.1K -$10.7K -193 -35%
Citigroup
97
Citigroup
New York
$19K +$3.88K +70 +25%
TIM
98
Tevis Investment Management
Texas
$18K +$20.2K +364 New
EWM
99
Endurance Wealth Management
Rhode Island
$15K
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$14K -$388 -7 -3%

IGLB Hedge Fund Activity: Q2 2022 in Review

128 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2022, worth a combined $940M — down 26% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IGLB and 18 opened new positions — a net loss of 7 holders — while 54 trimmed existing stakes and 30 added.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $18.4M. The largest seller was BlackRock, cutting an estimated $98.4M.

  • 128 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2022, down from 136 in Q1 2022.
  • Funds reported $940M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2022, down 26% quarter-over-quarter.
  • 18 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2022 and 25 closed out, a net change of -7 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2022 was Miracle Mile Advisors, an estimated $18.4M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2022 was BlackRock, an estimated $98.4M sold.

Based on aggregated 13F filings for Q2 2022.