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iShares 10+ Year Investment Grade Corporate Bond ETF

146 hedge funds and large institutions have $1.31B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 29

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

64% more call options, than puts

Call options by funds: $7.52M | Put options by funds: $4.58M

15% more capital invested

Capital invested by funds: $1.14B → $1.31B (+$175M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 136146 (+10)

1.12% less ownership

Funds ownership: 68.65%67.53% (-1.1%)

Holders
146
Holders Change
+10
Holders Change %
+7.35%
% of All Funds
2.29%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
28
Increased
58
Reduced
29
Closed
17
Calls
$7.52M
Puts
$4.58M
Net Calls
+$2.93M
Net Calls Change
+$5.21M
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
76
Miracle Mile Advisors
California
$620K -$17.2M -335,673 -97%
LSIA
77
LaSalle St. Investment Advisors
Illinois
$568K -$2.93K -57 -0.5%
MA
78
MCF Advisors
Kentucky
$560K
CA
79
Cetera Advisors
Colorado
$548K +$6.42K +125 +1%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$528K +$526K +10,233 New
WS
81
Wedbush Securities
California
$521K +$260K +5,055 +100%
OSAM
82
O'Shaughnessy Asset Management
Connecticut
$423K +$26.1K +508 +7%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$392K -$216K -4,201 -36%
HWM
84
Horizons Wealth Management
North Carolina
$375K -$13.8K -269 -4%
SAS
85
Sage Advisory Services
Texas
$373K +$23.6K +459 +7%
CCA
86
Checchi Capital Advisers
California
$329K
IWC
87
Integrated Wealth Concepts
Massachusetts
$326K +$325K +6,330 New
WF
88
Wayfinding Financial
Washington
$326K +$21.4K +416 +7%
NB
89
NBT Bank
New York
$320K +$319K +6,205 New
SIS
90
Sound Income Strategies
Florida
$317K -$20.2K -394 -6%
Betterment LLC
91
Betterment LLC
New York
$312K -$73.9K -1,438 -19%
Citadel Advisors
92
Citadel Advisors
Florida
$307K -$181K -3,530 -37%
SPIA
93
Steward Partners Investment Advisory
New York
$303K +$242K +4,707 +401%
HighTower Advisors
94
HighTower Advisors
Illinois
$297K +$301K +5,867 New
VAS
95
Vestmark Advisory Solutions
Massachusetts
$293K +$292K +5,692 New
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$280K +$164K +3,189 +142%
KWM
97
Kingsview Wealth Management
Oregon
$266K +$265K +5,167 New
AWM
98
Axxcess Wealth Management
California
$263K +$262K +5,097 New
VFA
99
Voya Financial Advisors
Connecticut
$261K +$5.5K +107 +2%
PG
100
Patten Group
Tennessee
$249K +$248K +4,833 New

IGLB Hedge Fund Activity: Q2 2023 in Review

146 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2023, worth a combined $1.31B — up 15% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IGLB positions and 17 closed out — a net gain of 11 holders — while 58 added to existing stakes and 29 trimmed.

The largest buyer was Liberty Mutual Group Asset Management, opening a new position worth an estimated $126M. The largest seller was BlackRock, cutting an estimated $19.2M.

  • 146 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2023, up from 136 in Q1 2023.
  • Funds reported $1.31B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 28 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2023 and 17 closed out, a net change of +11 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2023 was Liberty Mutual Group Asset Management, an estimated $126M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2023 was BlackRock, an estimated $19.2M sold.

Based on aggregated 13F filings for Q2 2023.