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iShares 10+ Year Investment Grade Corporate Bond ETF

161 hedge funds and large institutions have $1.89B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more funds holding

Funds holding: 154161 (+7)

2% more capital invested

Capital invested by funds: $1.85B → $1.89B (+$38.7M)

3.75% less ownership

Funds ownership: 74.5%70.75% (-3.8%)

33% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 63

Holders
161
Holders Change
+7
Holders Change %
+4.55%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
42
Reduced
63
Closed
21
Calls
$4.53M
Puts
Net Calls
+$4.53M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
Crabel Capital Management
California
$290K +$281K +4,128 New
CAS
102
Cascadia Advisory Services
Oregon
$289K -$159K -2,334 -36%
LA
103
LexAurum Advisors
Kansas
$274K -$150K -2,210 -36%
HTC
104
Haverford Trust Company
Pennsylvania
$274K
LWAC
105
Laurel Wealth Advisors (California)
California
$271K -$1.5K -22 -0.6%
RF
106
RHS Financial
California
$264K +$256K +3,758 New
BTWM
107
Baker Tilly Wealth Management
Wisconsin
$257K -$106K -1,560 -30%
VWA
108
Visionary Wealth Advisors
Illinois
$257K +$250K +3,668 New
NFG
109
Next Financial Group
Texas
$253K +$4.42K +65 +2%
IWP
110
Icon Wealth Partners
Texas
$226K +$219K +3,215 New
TSS
111
Two Sigma Securities
New York
$218K +$211K +3,101 New
SPC
112
Sigma Planning Corp
Michigan
$210K -$19.9K -292 -9%
NA
113
NewEdge Advisors
Louisiana
$205K +$199K +2,918 New
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$203K -$19.9K -293 -9%
HWMA
115
Heritage Wealth Management (Arizona)
Arizona
$178K +$21.4K +315 +14%
IRC
116
Investors Research Corp
Georgia
$108K +$34K +499 +48%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$106K -$15.1K -222 -13%
BA
118
Bellwether Advisors
Nebraska
$88K -$3.47K -51 -4%
FFA
119
Founders Financial Alliance
North Carolina
$76K +$136 +2 +0.2%
PP
120
PrairieView Partners
Minnesota
$73K
TFGT
121
TS Financial Group (TSFG)
Illinois
$61K
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$57K +$22.7K +334 +69%
AF
123
Allworth Financial
California
$45K
IA
124
IFP Advisors
Florida
$42K -$31.4K -461 -45%
AIP
125
Ameritas Investment Partners
Nebraska
$41K +$2.04K +30 +5%

IGLB Hedge Fund Activity: Q2 2021 in Review

161 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2021, worth a combined $1.89B — up 2.1% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IGLB positions and 21 closed out — a net gain of 7 holders — while 42 added to existing stakes and 63 trimmed.

The largest buyer was Stifel Financial, adding an estimated $16.6M. The largest seller was Ameriprise, cutting an estimated $92.4M.

  • 161 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2021, up from 154 in Q1 2021.
  • Funds reported $1.89B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2021, up 2.1% quarter-over-quarter.
  • 28 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2021 and 21 closed out, a net change of +7 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2021 was Stifel Financial, an estimated $16.6M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2021 was Ameriprise, an estimated $92.4M sold.

Based on aggregated 13F filings for Q2 2021.