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iShares 10+ Year Investment Grade Corporate Bond ETF

149 hedge funds and large institutions have $1.9B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 42 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $278K

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

9% more funds holding

Funds holding: 137149 (+12)

4.3% more ownership

Funds ownership: 72.87%77.17% (+4.3%)

1% more capital invested

Capital invested by funds: $1.89B → $1.9B (+$11.4M)

7% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 45

Holders
149
Holders Change
+12
Holders Change %
+8.76%
% of All Funds
2.29%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
31
Increased
42
Reduced
45
Closed
16
Calls
$1.31M
Puts
$278K
Net Calls
+$1.04M
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
101
Bellwether Advisors
Nebraska
$86K -$1.26K -18 -1%
AIM
102
Astor Investment Management
Illinois
$85K -$1.22M -17,447 -93%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$80K +$76.8K +1,099 +1,357%
PP
104
PrairieView Partners
Minnesota
$72K
LAS
105
Lloyd Advisory Services
Georgia
$70K +$55.5K +795 +382%
FFA
106
Founders Financial Alliance
North Carolina
$69K -$6.71K -96 -9%
PCM
107
Penserra Capital Management
California
$69K +$69.6K +996 New
SPIA
108
Steward Partners Investment Advisory
New York
$64K
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$61K +$70 +1 +0.1%
TFGT
110
TS Financial Group (TSFG)
Illinois
$60K
AF
111
Advisornet Financial
Minnesota
$59K -$6.01K -86 -9%
CWA
112
Clearview Wealth Advisors
Oregon
$49K -$139K -1,985 -74%
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$49K -$44.2K -632 -47%
AF
114
Allworth Financial
California
$44K
EVM
115
Eaton Vance Management
Massachusetts
$44K +$21.9K +314 +100%
AIP
116
Ameritas Investment Partners
Nebraska
$37K
William Blair & Company
117
William Blair & Company
Illinois
$28K -$5.59K -80 -16%
APA
118
American Portfolios Advisors
New York
$25.4K +$1.26K +18 +5%
SWM
119
Selective Wealth Management
Virginia
$23K
PFA
120
Professional Financial Advisors
Nebraska
$22K +$21.9K +314 New
AA
121
Addison Advisors
Vermont
$21K +$21.4K +306 New
EWM
122
Endurance Wealth Management
Rhode Island
$20K +$10.1K +144 +100%
Citigroup
123
Citigroup
New York
$19K -$3.02M -43,200 -99%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$18K
GWM
125
Geneos Wealth Management
Colorado
$15K

IGLB Hedge Fund Activity: Q4 2021 in Review

149 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2021, worth a combined $1.9B — up 0.6% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IGLB positions and 16 closed out — a net gain of 15 holders — while 42 added to existing stakes and 45 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $35.3M. The largest seller was Wells Fargo, cutting an estimated $44M.

  • 149 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2021, up from 137 in Q3 2021.
  • Funds reported $1.9B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2021, up 0.6% quarter-over-quarter.
  • 31 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2021 and 16 closed out, a net change of +15 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2021 was Citadel Advisors, an estimated $35.3M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2021 was Wells Fargo, an estimated $44M sold.

Based on aggregated 13F filings for Q4 2021.