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iShares 10+ Year Investment Grade Corporate Bond ETF

136 hedge funds and large institutions have $1.14B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $1.11B → $1.14B (+$29.7M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

5% less funds holding

Funds holding: 143136 (-7)

6.69% less ownership

Funds ownership: 75.34%68.65% (-6.7%)

53% less call options, than puts

Call options by funds: $2.02M | Put options by funds: $4.29M

Holders
136
Holders Change
-7
Holders Change %
-4.9%
% of All Funds
2.17%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
21
Increased
37
Reduced
41
Closed
23
Calls
$2.02M
Puts
$4.29M
Net Calls
-$2.27M
Net Calls Change
-$3.55M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
76
Sound Income Strategies
Florida
$343K -$8.71K -168 -3%
CCA
77
Checchi Capital Advisers
California
$334K
WF
78
Wayfinding Financial
Washington
$313K +$310K +5,976 New
Koshinski Asset Management
79
Koshinski Asset Management
Illinois
$274K -$19.9K -384 -7%
WS
80
Wedbush Securities
California
$265K -$64.5K -1,244 -20%
VFA
81
Voya Financial Advisors
Connecticut
$260K -$377K -7,269 -59%
RF
82
RHS Financial
California
$232K +$229K +4,421 New
C1AG
83
Client 1st Advisory Group
Florida
$230K -$82.6K -1,592 -27%
GA
84
Greytown Advisors
Florida
$215K
HTC
85
Haverford Trust Company
Pennsylvania
$205K +$203K +3,910 New
SG Americas Securities
86
SG Americas Securities
New York
$183K
SWM
87
Spire Wealth Management
Virginia
$158K +$151K +2,919 +2,807%
HI
88
Harbour Investments
Wisconsin
$158K +$622 +12 +0.4%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$118K +$55.1K +1,063 +90%
PPC
90
Park Place Capital
Alabama
$114K
AAM
91
Advisors Asset Management
Colorado
$86.3K -$64.5K -1,244 -43%
SPIA
92
Steward Partners Investment Advisory
New York
$61.5K -$20.4K -393 -25%
JIR
93
James Investment Research
Ohio
$59K +$45.1K +869 +341%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$55K -$13.7K -265 -20%
CFD
95
Creative Financial Designs
Indiana
$54K
PP
96
PrairieView Partners
Minnesota
$54K
FFA
97
Founders Financial Alliance
North Carolina
$42.2K -$3.94K -76 -9%
AF
98
Allworth Financial
California
$33.3K
PA
99
Parallel Advisors
California
$19.9K +$10.5K +202 +113%
Citigroup
100
Citigroup
New York
$18.3K

IGLB Hedge Fund Activity: Q1 2023 in Review

136 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2023, worth a combined $1.14B — up 2.7% from $1.11B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of IGLB and 21 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 37 added.

The largest buyer was Jane Street, opening a new position worth an estimated $17.7M. The largest seller was BlackRock, cutting an estimated $39.4M.

  • 136 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2023, down from 143 in Q4 2022.
  • Funds reported $1.14B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2023, up 2.7% quarter-over-quarter.
  • 21 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2023 and 23 closed out, a net change of -2 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2023 was Jane Street, an estimated $17.7M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2023 was BlackRock, an estimated $39.4M sold.

Based on aggregated 13F filings for Q1 2023.