We are live on ! Find out more
IGLB icon

iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

143 hedge funds and large institutions have $1.11B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $568K

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

12% more capital invested

Capital invested by funds: $987M → $1.11B (+$121M)

11% more funds holding

Funds holding: 129 → 143 (+14)

0.2% more ownership

Funds ownership: 75.14% → 75.34% (+0.2%)

Holders
143
Holders Change
+14
Holders Change %
+10.85%
% of All Funds
2.3%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
36
Increased
44
Reduced
38
Closed
20
Calls
$1.84M
Puts
$568K
Net Calls
+$1.27M
Net Calls Change
-$4K

Top Buyers

1
BlackRock
BlackRock
New York
+$24.9M
2
IAIM
International Assets Investment Management
Florida
+$19.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.14M
4
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
+$8.71M
5
RIG
RiverFront Investment Group
Virginia
+$8.27M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$14.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$14.1M
3
Goldman Sachs
Goldman Sachs
New York
-$9.65M
4
CW
Connectus Wealth
Ohio
-$8.82M
5
Jane Street
Jane Street
New York
-$5.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
101
Money Concepts Capital
Florida
$44.6K +$44.1K +895 New
FFA
102
Founders Financial Alliance
North Carolina
$43.9K +$641 +13 +1%
CA
103
CoreCap Advisors
Michigan
$33.4K +$33.1K +671 New
RIA
104
Realta Investment Advisors
Delaware
$32.4K – – –
AF
105
Allworth Financial
California
$31.6K – – –
IA
106
IFP Advisors
Florida
$20K -$2.42K -49 -13%
Citigroup
107
Citigroup
New York
$17.4K – – –
BA
108
Bellwether Advisors
Nebraska
$17.4K -$44K -891 -72%
EWM
109
Endurance Wealth Management
Rhode Island
$14K – – –
JIR
110
James Investment Research
Ohio
$13K +$11.3K +230 +920%
WWP
111
WR Wealth Planners
Missouri
$12.2K -$1.04K -21 -8%
CHC
112
City Holding Co
West Virginia
$11.5K +$11.3K +230 New
GI
113
Gradient Investments
Minnesota
$10.2K +$9.67K +196 +2,450%
PTC
114
Private Trust Company
Ohio
$9K – – –
PA
115
Parallel Advisors
California
$8.86K – – –
GWM
116
Geneos Wealth Management
Colorado
$8.31K – – –
William Blair & Company
117
William Blair & Company
Illinois
$7.12K -$3.11K -63 -31%
TRCT
118
Tower Research Capital (TRC)
New York
$6K – – –
CT
119
Caldwell Trust
Florida
$5.33K – – –
NFSG
120
Newbridge Financial Services Group
Florida
$5.28K – – –
AWM
121
Aspire Wealth Management
Massachusetts
$5.18K +$49 +1 +1%
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$5.08K – – –
SWM
123
Spire Wealth Management
Virginia
$5K -$25.8K -523 -83%
AA
124
Ancora Advisors
Ohio
$5K – – –
FEG
125
Fund Evaluation Group
Ohio
$5K – – –
3 4
5
6 7

IGLB Hedge Fund Activity: Q4 2022 in Review

143 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2022, worth a combined $1.11B — up 12% from $987M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IGLB positions and 20 closed out — a net gain of 16 holders — while 44 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $24.9M. The largest seller was Ameriprise, cutting an estimated $14.4M.

  • 143 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2022, up from 129 in Q3 2022.
  • Funds reported $1.11B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 36 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2022 and 20 closed out, a net change of +16 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2022 was BlackRock, an estimated $24.9M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2022 was Ameriprise, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2022.