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iShares 10+ Year Investment Grade Corporate Bond ETF

161 hedge funds and large institutions have $1.89B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more funds holding

Funds holding: 154161 (+7)

2% more capital invested

Capital invested by funds: $1.85B → $1.89B (+$38.7M)

3.75% less ownership

Funds ownership: 74.5%70.75% (-3.8%)

33% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 63

Holders
161
Holders Change
+7
Holders Change %
+4.55%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
42
Reduced
63
Closed
21
Calls
$4.53M
Puts
Net Calls
+$4.53M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$40K +$24.1K +354 +163%
William Blair & Company
127
William Blair & Company
Illinois
$34K -$2.45K -36 -7%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$29K -$8.58K -126 -24%
APA
129
American Portfolios Advisors
New York
$27.4K -$1.7K -25 -6%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$26K
SL
131
Savior LLC
Massachusetts
$23K -$21.4K -314 -49%
FA
132
Fortis Advisors
Pennsylvania
$23K -$953 -14 -4%
SWM
133
Selective Wealth Management
Virginia
$23K
EVM
134
Eaton Vance Management
Massachusetts
$22K
Citigroup
135
Citigroup
New York
$20K -$8.17K -120 -30%
GRP
136
Global Retirement Partners
California
$16K +$15.5K +228 New
CT
137
Caldwell Trust
Florida
$15K
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$15K -$20.7K -304 -58%
GWM
139
Geneos Wealth Management
Colorado
$15K
FHA
140
First Horizon Advisors
Tennessee
$15K +$15.9K +233 New
EIP
141
Ellis Investment Partners
Pennsylvania
$14K +$68 +1 +0.5%
VRM
142
Vectors Research Management
New York
$13K
CIAS
143
Capital Investment Advisory Services
North Carolina
$11K
TWA
144
TCI Wealth Advisors
Arizona
$11K +$10.3K +152 New
IF
145
Ironwood Financial
Arizona
$10K
EWM
146
Endurance Wealth Management
Rhode Island
$10K +$9.8K +144 New
TRCT
147
Tower Research Capital (TRC)
New York
$9K -$47.6K -700 -84%
AA
148
Ancora Advisors
Ohio
$8K
LS
149
Leelyn Smith
Illinois
$6K -$204 -3 -4%
AIM
150
Anchor Investment Management
South Carolina
$5.62K -$68 -1 -1%

IGLB Hedge Fund Activity: Q2 2021 in Review

161 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2021, worth a combined $1.89B — up 2.1% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IGLB positions and 21 closed out — a net gain of 7 holders — while 42 added to existing stakes and 63 trimmed.

The largest buyer was Stifel Financial, adding an estimated $16.6M. The largest seller was Ameriprise, cutting an estimated $92.4M.

  • 161 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2021, up from 154 in Q1 2021.
  • Funds reported $1.89B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2021, up 2.1% quarter-over-quarter.
  • 28 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2021 and 21 closed out, a net change of +7 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2021 was Stifel Financial, an estimated $16.6M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2021 was Ameriprise, an estimated $92.4M sold.

Based on aggregated 13F filings for Q2 2021.