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iShares 10+ Year Investment Grade Corporate Bond ETF

152 hedge funds and large institutions have $1.39B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $8.11M | Put options by funds: $2.36M

69% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 36

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

7.52% more ownership

Funds ownership: 67.53%75.05% (+7.5%)

6% more capital invested

Capital invested by funds: $1.31B → $1.39B (+$81.1M)

4% more funds holding

Funds holding: 146152 (+6)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
2.41%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
24
Increased
61
Reduced
36
Closed
15
Calls
$8.11M
Puts
$2.36M
Net Calls
+$5.75M
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
101
Patten Group
Tennessee
$218K -$9.92K -200 -4%
HI
102
Harbour Investments
Wisconsin
$195K +$33.2K +670 +19%
SS
103
Sunbelt Securities
Texas
$179K -$39.7K -801 -17%
SWM
104
Spire Wealth Management
Virginia
$151K +$6.84K +138 +4%
PPC
105
Park Place Capital
Alabama
$103K
ME
106
McIlrath & Eck
Washington
$86.2K +$90.6K +1,828 New
WP
107
WealthShield Partners
North Carolina
$80.1K +$84.3K +1,700 New
Citadel Advisors
108
Citadel Advisors
Florida
$73.2K -$218K -4,395 -74%
PP
109
PrairieView Partners
Minnesota
$49K
CFD
110
Creative Financial Designs
Indiana
$44.4K
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$42K -$3.37K -68 -7%
FFA
112
Founders Financial Alliance
North Carolina
$40.9K +$496 +10 +1%
Simplex Trading
113
Simplex Trading
Illinois
$28K +$25.3K +510 +607%
GWM
114
Geneos Wealth Management
Colorado
$27.4K
Fidelity Investments
115
Fidelity Investments
Massachusetts
$20K +$19.7K +397 +1,470%
Citigroup
116
Citigroup
New York
$19.4K -$2.58K -52 -11%
PA
117
Parallel Advisors
California
$17.9K
EWA
118
EverSource Wealth Advisors
Alabama
$15.9K +$198 +4 +1%
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$14.5K -$54.6K -1,102 -78%
NS
120
NBC Securities
Alabama
$13K +$13.8K +278 New
VWM
121
Venturi Wealth Management
Texas
$11.8K
CHC
122
City Holding Co
West Virginia
$10.8K
EWM
123
EPG Wealth Management
Georgia
$9.05K +$99 +2 +1%
PTC
124
Private Trust Company
Ohio
$8.25K
CSC
125
Caldwell Sutter Capital
California
$7.87K +$3.72K +75 +82%

IGLB Hedge Fund Activity: Q3 2023 in Review

152 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2023, worth a combined $1.39B — up 6.2% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IGLB positions and 15 closed out — a net gain of 9 holders — while 61 added to existing stakes and 36 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $83.6M. The largest seller was Susquehanna International Group, cutting an estimated $10.6M.

  • 152 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2023, up from 146 in Q2 2023.
  • Funds reported $1.39B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2023, up 6.2% quarter-over-quarter.
  • 24 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2023 and 15 closed out, a net change of +9 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $83.6M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2023 was Susquehanna International Group, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2023.