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iShares 10+ Year Investment Grade Corporate Bond ETF

152 hedge funds and large institutions have $1.39B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $8.11M | Put options by funds: $2.36M

69% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 36

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

7.52% more ownership

Funds ownership: 67.53%75.05% (+7.5%)

6% more capital invested

Capital invested by funds: $1.31B → $1.39B (+$81.1M)

4% more funds holding

Funds holding: 146152 (+6)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
2.41%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
24
Increased
61
Reduced
36
Closed
15
Calls
$8.11M
Puts
$2.36M
Net Calls
+$5.75M
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
AE Wealth Management
Kansas
$698K -$3.91M -78,794 -84%
US Bancorp
77
US Bancorp
Minnesota
$606K +$14.3K +289 +2%
LA
78
LexAurum Advisors
Kansas
$597K +$627K +12,655 New
LSIA
79
LaSalle St. Investment Advisors
Illinois
$562K +$44.2K +891 +8%
Wealthfront Advisers
80
Wealthfront Advisers
California
$533K +$346K +6,985 +162%
MW
81
Marcum Wealth
Ohio
$525K +$334K +6,737 +153%
MA
82
MCF Advisors
Kentucky
$512K
ACM
83
Absolute Capital Management
Pennsylvania
$498K -$131K -2,651 -20%
GFA
84
Gallagher Fiduciary Advisors
Illinois
$478K +$301K +6,061 +149%
KWM
85
Kingsview Wealth Management
Oregon
$456K +$223K +4,502 +87%
NB
86
NBT Bank
New York
$445K +$160K +3,230 +52%
SAS
87
Sage Advisory Services
Texas
$429K +$93K +1,875 +26%
CA
88
Cetera Advisors
Colorado
$416K -$89.3K -1,801 -17%
HH
89
Hilltop Holdings
Texas
$388K -$4.28M -86,256 -91%
OSAM
90
O'Shaughnessy Asset Management
Connecticut
$378K -$8.97K -181 -2%
MAWAG
91
Mid-American Wealth Advisory Group
Missouri
$342K -$2.83M -57,070 -89%
HWM
92
Horizons Wealth Management
North Carolina
$328K -$16.3K -328 -5%
WF
93
Wayfinding Financial
Washington
$297K
MMA
94
Miracle Mile Advisors
California
$297K -$285K -5,741 -48%
SPIA
95
Steward Partners Investment Advisory
New York
$287K +$9.92K +200 +3%
SIS
96
Sound Income Strategies
Florida
$269K -$22.3K -450 -7%
VFA
97
Voya Financial Advisors
Connecticut
$244K +$1.64K +33 +0.6%
Betterment LLC
98
Betterment LLC
New York
$239K -$48.3K -974 -16%
NA
99
NewEdge Advisors
Louisiana
$237K +$239K +4,823 +2,275%
MWP
100
Madison Wealth Partners
Wisconsin
$224K +$236K +4,757 New

IGLB Hedge Fund Activity: Q3 2023 in Review

152 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2023, worth a combined $1.39B — up 6.2% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IGLB positions and 15 closed out — a net gain of 9 holders — while 61 added to existing stakes and 36 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $83.6M. The largest seller was Susquehanna International Group, cutting an estimated $10.6M.

  • 152 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2023, up from 146 in Q2 2023.
  • Funds reported $1.39B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2023, up 6.2% quarter-over-quarter.
  • 24 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2023 and 15 closed out, a net change of +9 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $83.6M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2023 was Susquehanna International Group, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2023.