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iShares 10+ Year Investment Grade Corporate Bond ETF

137 hedge funds and large institutions have $1.89B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 61 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.12% more ownership

Funds ownership: 70.75%72.87% (+2.1%)

0% more capital invested

Capital invested by funds: $1.89B → $1.89B (+$5.05M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

15% less funds holding

Funds holding: 161137 (-24)

46% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 61

55% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 38

Holders
137
Holders Change
-24
Holders Change %
-14.91%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
17
Increased
33
Reduced
61
Closed
38
Calls
$3.18M
Puts
Net Calls
+$3.18M
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$5K -$34.8K -490 -86%
LS
127
Leelyn Smith
Illinois
$5K -$213 -3 -4%
PK
128
Pflug Koory
Nebraska
$5K
COCM
129
Charter Oak Capital Management
New Hampshire
$5K +$4.9K +69 New
SFA
130
Semmax Financial Advisors
North Carolina
$2K
JIR
131
James Investment Research
Ohio
$2K +$142 +2 +9%
SAM
132
Strategic Asset Management
Minnesota
$2K +$1.78K +25 New
IA
133
IFP Advisors
Florida
$1K -$39.8K -560 -98%
TWA
134
TCI Wealth Advisors
Arizona
$1K -$10.2K -143 -94%
WQ
135
Wealth Quarterback
New Jersey
$1K
BFEC
136
Benjamin F. Edwards & Company
Missouri
-$8.13M -115,801 Closed
Northern Trust
137
Northern Trust
Illinois
-$7.51M -107,044 Closed
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
-$5.31M -74,812 Closed
CIM
139
Confluence Investment Management
Missouri
-$4.13M -58,866 Closed
WB
140
WesBanco Bank
West Virginia
-$3.96M -56,360 Closed
CFG
141
Cooper Financial Group
California
-$3.93M -55,922 Closed
Capstone Investment Advisors
142
Capstone Investment Advisors
New York
-$3.01M -42,900 Closed
CA
143
Cetera Advisors
Colorado
-$2.17M -30,966 Closed
CSWG
144
Cardinal Strategic Wealth Guidance
Kentucky
-$1.9M -27,065 Closed
CIC
145
Carnegie Investment Counsel
Ohio
-$1.6M -22,830 Closed
EWM
146
Empirical Wealth Management
Washington
-$1.47M -20,982 Closed
APW
147
Austin Private Wealth
Texas
-$1.31M -18,673 Closed
OWA
148
One Wealth Advisors
California
-$1.28M -18,294 Closed
PAS
149
Park Avenue Securities
New York
-$1.2M -17,023 Closed
SPAS
150
Spectrum Planning & Advisory Services
California
-$1.13M -16,039 Closed

IGLB Hedge Fund Activity: Q3 2021 in Review

137 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2021, worth a combined $1.89B — up 0.27% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of IGLB and 17 opened new positions — a net loss of 21 holders — while 61 trimmed existing stakes and 33 added.

The largest buyer was BlackRock, adding an estimated $72.5M. The largest seller was Kemper Corp Master Retirement Trust, cutting an estimated $35.1M.

  • 137 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2021, down from 161 in Q2 2021.
  • Funds reported $1.89B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2021, up 0.27% quarter-over-quarter.
  • 17 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2021 and 38 closed out, a net change of -21 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2021 was BlackRock, an estimated $72.5M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2021 was Kemper Corp Master Retirement Trust, an estimated $35.1M sold.

Based on aggregated 13F filings for Q3 2021.