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iShares 10+ Year Investment Grade Corporate Bond ETF

143 hedge funds and large institutions have $1.11B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $568K

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

12% more capital invested

Capital invested by funds: $987M → $1.11B (+$121M)

11% more funds holding

Funds holding: 129143 (+14)

0.2% more ownership

Funds ownership: 75.14%75.34% (+0.2%)

Holders
143
Holders Change
+14
Holders Change %
+10.85%
% of All Funds
2.3%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
36
Increased
44
Reduced
38
Closed
20
Calls
$1.84M
Puts
$568K
Net Calls
+$1.27M
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
IAG
76
Ipsen Advisor Group
Arkansas
$310K +$307K +6,227 New
GRP
77
Global Retirement Partners
California
$302K +$299K +6,058 +100,967%
C1AG
78
Client 1st Advisory Group
Florida
$298K -$50.1K -1,016 -15%
Koshinski Asset Management
79
Koshinski Asset Management
Illinois
$280K +$277K +5,616 New
Wealthfront Advisers
80
Wealthfront Advisers
California
$245K +$38.9K +788 +19%
LWAC
81
Laurel Wealth Advisors (California)
California
$241K +$16K +324 +7%
GA
82
Greytown Advisors
Florida
$204K +$202K +4,100 New
PG
83
Patten Group
Tennessee
$203K -$60.7K -1,230 -23%
AWS
84
Atria Wealth Solutions
New York
$202K +$200K +4,063 New
BCV
85
Banque Cantonale Vaudoise
Switzerland
$202K -$4.39K -89 -2%
SG Americas Securities
86
SG Americas Securities
New York
$174K -$4.77M -96,700 -97%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$172K +$25.8K +523 +18%
HI
88
Harbour Investments
Wisconsin
$150K -$123K -2,497 -45%
AAM
89
Advisors Asset Management
Colorado
$144K -$67.1K -1,360 -32%
NA
90
NewEdge Advisors
Louisiana
$139K +$148K +3,003 New
PPC
91
Park Place Capital
Alabama
$108K +$107K +2,176 New
SPIA
92
Steward Partners Investment Advisory
New York
$78K +$34.5K +700 +81%
PMFA
93
Plante Moran Financial Advisors
Michigan
$77.4K +$76.7K +1,554 New
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$65K -$3.42M -69,243 -98%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$59K -$22.1K -448 -27%
AFG
96
Albion Financial Group
Utah
$53.8K +$53.3K +1,080 New
CFD
97
Creative Financial Designs
Indiana
$51.3K -$7.3K -148 -13%
PP
98
PrairieView Partners
Minnesota
$51K
US Bancorp
99
US Bancorp
Minnesota
$49.5K -$50.1K -1,015 -51%
HWMA
100
Heritage Wealth Management (Arizona)
Arizona
$48.6K +$24.1K +488 +100%

IGLB Hedge Fund Activity: Q4 2022 in Review

143 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2022, worth a combined $1.11B — up 12% from $987M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IGLB positions and 20 closed out — a net gain of 16 holders — while 44 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $24.9M. The largest seller was Ameriprise, cutting an estimated $14.4M.

  • 143 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2022, up from 129 in Q3 2022.
  • Funds reported $1.11B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 36 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2022 and 20 closed out, a net change of +16 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2022 was BlackRock, an estimated $24.9M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2022 was Ameriprise, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2022.