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iShares 10+ Year Investment Grade Corporate Bond ETF

136 hedge funds and large institutions have $1.27B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 52 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $264K

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

9% less funds holding

Funds holding: 149136 (-13)

13.48% less ownership

Funds ownership: 77.17%63.69% (-13%)

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

33% less capital invested

Capital invested by funds: $1.9B → $1.27B (-$637M)

37% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 52

Holders
136
Holders Change
-13
Holders Change %
-8.72%
% of All Funds
2.15%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
22
Increased
33
Reduced
52
Closed
30
Calls
$1.12M
Puts
$264K
Net Calls
+$860K
Net Calls Change
-$176K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$28K +$12.7K +199 +76%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$27K -$45.9K -718 -61%
William Blair & Company
103
William Blair & Company
Illinois
$25K
APA
104
American Portfolios Advisors
New York
$22.8K +$447 +7 +2%
IA
105
IFP Advisors
Florida
$22K +$24.7K +387 New
AFG
106
Albion Financial Group
Utah
$21K -$5.68M -88,844 -100%
SWM
107
Selective Wealth Management
Virginia
$21K
EWM
108
Endurance Wealth Management
Rhode Island
$18K
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$17K -$27.7K -434 -61%
Citigroup
110
Citigroup
New York
$17K
PFS
111
Prospera Financial Services
Texas
$15K +$15.2K +238 New
GWM
112
Geneos Wealth Management
Colorado
$13K
Fidelity Investments
113
Fidelity Investments
Massachusetts
$12K -$98.3K -1,538 -89%
VRM
114
Vectors Research Management
New York
$11K
EWM
115
EPG Wealth Management
Georgia
$11K +$64 +1 +0.6%
AWM
116
Aspire Wealth Management
Massachusetts
$9K
CIAS
117
Capital Investment Advisory Services
North Carolina
$9K
ACK
118
Andrew C. Karlinski
$9K +$9.71K +152 New
TRCT
119
Tower Research Capital (TRC)
New York
$8K -$128 -2 -2%
AA
120
Ancora Advisors
Ohio
$7K
NFSG
121
Newbridge Financial Services Group
Florida
$7K
CT
122
Caldwell Trust
Florida
$6.57K
LS
123
Leelyn Smith
Illinois
$4K -$447 -7 -9%
PK
124
Pflug Koory
Nebraska
$4K
NC
125
NewSquare Capital
Pennsylvania
$4K +$3.83K +60 New

IGLB Hedge Fund Activity: Q1 2022 in Review

136 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2022, worth a combined $1.27B — down 33% from $1.9B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of IGLB and 22 opened new positions — a net loss of 8 holders — while 52 trimmed existing stakes and 33 added.

The largest buyer was Jane Street, adding an estimated $53.7M. The largest seller was BlackRock, cutting an estimated $486M.

  • 136 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2022, down from 149 in Q4 2021.
  • Funds reported $1.27B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2022, down 33% quarter-over-quarter.
  • 22 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2022 and 30 closed out, a net change of -8 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2022 was Jane Street, an estimated $53.7M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2022 was BlackRock, an estimated $486M sold.

Based on aggregated 13F filings for Q1 2022.