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iShares 10+ Year Investment Grade Corporate Bond ETF

137 hedge funds and large institutions have $1.89B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 61 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.12% more ownership

Funds ownership: 70.75%72.87% (+2.1%)

0% more capital invested

Capital invested by funds: $1.89B → $1.89B (+$5.05M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

15% less funds holding

Funds holding: 161137 (-24)

46% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 61

55% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 38

Holders
137
Holders Change
-24
Holders Change %
-14.91%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
17
Increased
33
Reduced
61
Closed
38
Calls
$3.18M
Puts
Net Calls
+$3.18M
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$61K +$4.19K +59 +7%
TFGT
102
TS Financial Group (TSFG)
Illinois
$60K
AF
103
Allworth Financial
California
$44K
AIP
104
Ameritas Investment Partners
Nebraska
$37K -$3.55K -50 -9%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$35K +$6.82K +96 +23%
William Blair & Company
106
William Blair & Company
Illinois
$34K
EIP
107
Ellis Investment Partners
Pennsylvania
$28K +$14.3K +202 +100%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$26K
APA
109
American Portfolios Advisors
New York
$24K -$3.06K -43 -11%
SWM
110
Selective Wealth Management
Virginia
$23K
EVM
111
Eaton Vance Management
Massachusetts
$22K
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$18K +$3.27K +46 +21%
GWM
113
Geneos Wealth Management
Colorado
$15K
CT
114
Caldwell Trust
Florida
$14.8K
LAS
115
Lloyd Advisory Services
Georgia
$14K +$12.6K +177 +571%
VRM
116
Vectors Research Management
New York
$13K
MAM
117
Meeder Asset Management
Ohio
$12K +$10.9K +153 +588%
EWM
118
EPG Wealth Management
Georgia
$12K +$12.6K +178 New
CIAS
119
Capital Investment Advisory Services
North Carolina
$11K
EWM
120
Endurance Wealth Management
Rhode Island
$10K
IF
121
Ironwood Financial
Arizona
$10K
TRCT
122
Tower Research Capital (TRC)
New York
$9K
AA
123
Ancora Advisors
Ohio
$7K
NFSG
124
Newbridge Financial Services Group
Florida
$7K +$7.53K +106 New
FA
125
Fortis Advisors
Pennsylvania
$6K -$16.9K -238 -72%

IGLB Hedge Fund Activity: Q3 2021 in Review

137 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2021, worth a combined $1.89B — up 0.27% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of IGLB and 17 opened new positions — a net loss of 21 holders — while 61 trimmed existing stakes and 33 added.

The largest buyer was BlackRock, adding an estimated $72.5M. The largest seller was Kemper Corp Master Retirement Trust, cutting an estimated $35.1M.

  • 137 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2021, down from 161 in Q2 2021.
  • Funds reported $1.89B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2021, up 0.27% quarter-over-quarter.
  • 17 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2021 and 38 closed out, a net change of -21 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2021 was BlackRock, an estimated $72.5M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2021 was Kemper Corp Master Retirement Trust, an estimated $35.1M sold.

Based on aggregated 13F filings for Q3 2021.