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iShares 10+ Year Investment Grade Corporate Bond ETF

146 hedge funds and large institutions have $1.31B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 29

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

64% more call options, than puts

Call options by funds: $7.52M | Put options by funds: $4.58M

15% more capital invested

Capital invested by funds: $1.14B → $1.31B (+$175M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 136146 (+10)

1.12% less ownership

Funds ownership: 68.65%67.53% (-1.1%)

Holders
146
Holders Change
+10
Holders Change %
+7.35%
% of All Funds
2.29%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
28
Increased
58
Reduced
29
Closed
17
Calls
$7.52M
Puts
$4.58M
Net Calls
+$2.93M
Net Calls Change
+$5.21M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
101
Mutual Advisors
Nebraska
$246K +$245K +4,778 New
SS
102
Sunbelt Securities
Texas
$237K +$236K +4,596 New
MW
103
Marcum Wealth
Ohio
$227K +$226K +4,407 New
Wealthfront Advisers
104
Wealthfront Advisers
California
$223K -$301K -5,869 -58%
GFA
105
Gallagher Fiduciary Advisors
Illinois
$210K +$210K +4,081 New
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$206K +$205K +4,000 New
HTC
107
Haverford Trust Company
Pennsylvania
$202K
HI
108
Harbour Investments
Wisconsin
$178K +$22.5K +438 +14%
SWM
109
Spire Wealth Management
Virginia
$158K +$2.41K +47 +2%
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$150K +$67.2K +1,308 +1,282%
PPC
111
Park Place Capital
Alabama
$112K
PP
112
PrairieView Partners
Minnesota
$53K
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$49K -$4.62K -90 -9%
CFD
114
Creative Financial Designs
Indiana
$48.6K -$4.57K -89 -9%
FFA
115
Founders Financial Alliance
North Carolina
$44.2K +$2.62K +51 +6%
GWM
116
Geneos Wealth Management
Colorado
$30K +$16.2K +315 +118%
Citigroup
117
Citigroup
New York
$23.9K +$5.86K +114 +33%
PA
118
Parallel Advisors
California
$19.6K
EWA
119
EverSource Wealth Advisors
Alabama
$17.2K +$17.1K +333 New
VWM
120
Venturi Wealth Management
Texas
$12.9K
CHC
121
City Holding Co
West Virginia
$11.9K
NA
122
NewEdge Advisors
Louisiana
$10.9K
EWM
123
EPG Wealth Management
Georgia
$9.78K +$103 +2 +1%
PTC
124
Private Trust Company
Ohio
$9.02K
GI
125
Gradient Investments
Minnesota
$7.01K -$3.49K -68 -33%

IGLB Hedge Fund Activity: Q2 2023 in Review

146 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2023, worth a combined $1.31B — up 15% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IGLB positions and 17 closed out — a net gain of 11 holders — while 58 added to existing stakes and 29 trimmed.

The largest buyer was Liberty Mutual Group Asset Management, opening a new position worth an estimated $126M. The largest seller was BlackRock, cutting an estimated $19.2M.

  • 146 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2023, up from 136 in Q1 2023.
  • Funds reported $1.31B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 28 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2023 and 17 closed out, a net change of +11 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2023 was Liberty Mutual Group Asset Management, an estimated $126M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2023 was BlackRock, an estimated $19.2M sold.

Based on aggregated 13F filings for Q2 2023.