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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

154 hedge funds and large institutions have $1.85B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 22

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

22% more funds holding

Funds holding: 126 → 154 (+28)

4.01% more ownership

Funds ownership: 70.49% → 74.5% (+4%)

1% more capital invested

Capital invested by funds: $1.82B → $1.85B (+$26.5M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
154
Holders Change
+28
Holders Change %
+22.22%
% of All Funds
2.7%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
52
Increased
41
Reduced
32
Closed
22
Calls
$3.15M
Puts
–
Net Calls
+$3.15M
Net Calls Change
+$2.5M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$214M
2
AIMU
Allianz Investment Management US
Minnesota
+$101M
3
Jane Street
Jane Street
New York
+$28M
4
KCMRT
Kemper Corp Master Retirement Trust
Illinois
+$25.8M
5
5L
55I LLC
Massachusetts
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$84.8M
2
JP Morgan Chase
JP Morgan Chase
New York
-$54.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.6M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$22.6M
5
NAM
NorthCoast Asset Management
Connecticut
-$22.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
126
Citigroup
New York
$27K – – –
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$25K – – –
FA
128
Fortis Advisors
Pennsylvania
$23K +$23.8K +345 New
SWM
129
Selective Wealth Management
Virginia
$22K – – –
EVM
130
Eaton Vance Management
Massachusetts
$21K +$21.6K +314 New
RG
131
Retirement Group
California
$17K +$138 +2 +0.8%
MWP
132
Meridian Wealth Partners
Pennsylvania
$15K +$15.1K +219 New
CT
133
Caldwell Trust
Florida
$14.3K – – –
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$14K -$13.4K -195 -47%
GWM
135
Geneos Wealth Management
Colorado
$14K – – –
EIP
136
Ellis Investment Partners
Pennsylvania
$13K +$6.96K +101 +101%
VRM
137
Vectors Research Management
New York
$12K – – –
CIAS
138
Capital Investment Advisory Services
North Carolina
$10K – – –
IF
139
Ironwood Financial
Arizona
$9K – – –
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$9K +$9.58K +139 New
AA
141
Ancora Advisors
Ohio
$7K +$7.38K +107 New
LS
142
Leelyn Smith
Illinois
$6K +$1.72K +25 +43%
AIM
143
Anchor Investment Management
South Carolina
$5.4K – – –
1WM
144
1900 Wealth Management
Texas
$4.86K +$3.05M +44,288 +155%
PK
145
Pflug Koory
Nebraska
$4K +$4.62K +67 New
ZB
146
Zions Bancorporation
Utah
$3K – – –
BAMG
147
Brand Asset Management Group
Missouri
$3K +$2.83K +41 New
SFA
148
Semmax Financial Advisors
North Carolina
$2K -$695K -10,079 -100%
LGWM
149
Litman Gregory Wealth Management
California
$2K – – –
MAM
150
Meeder Asset Management
Ohio
$2K – – –
3 4 5
6
7

IGLB Hedge Fund Activity: Q1 2021 in Review

154 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2021, worth a combined $1.85B — up 1.5% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IGLB positions and 22 closed out — a net gain of 30 holders — while 41 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $214M. The largest seller was Ameriprise, cutting an estimated $84.8M.

  • 154 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2021, up from 126 in Q4 2020.
  • Funds reported $1.85B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2021, up 1.5% quarter-over-quarter.
  • 52 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2021 and 22 closed out, a net change of +30 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2021 was BlackRock, an estimated $214M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2021 was Ameriprise, an estimated $84.8M sold.

Based on aggregated 13F filings for Q1 2021.