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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

149 hedge funds and large institutions have $1.9B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 42 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $278K

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

9% more funds holding

Funds holding: 137 → 149 (+12)

4.3% more ownership

Funds ownership: 72.87% → 77.17% (+4.3%)

1% more capital invested

Capital invested by funds: $1.89B → $1.9B (+$11.4M)

7% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 45

Holders
149
Holders Change
+12
Holders Change %
+8.76%
% of All Funds
2.29%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
31
Increased
42
Reduced
45
Closed
16
Calls
$1.31M
Puts
$278K
Net Calls
+$1.04M
Net Calls Change
-$2.14M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$35.3M
2
BlackRock
BlackRock
New York
+$18.3M
3
MOACM
Mutual of America Capital Management
New York
+$14.1M
4
PP
Prudential plc
United Kingdom
+$8.16M
5
1WM
1900 Wealth Management
Texas
+$5.14M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$44M
2
Goldman Sachs
Goldman Sachs
New York
-$29.4M
3
JP Morgan Chase
JP Morgan Chase
New York
-$28.2M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$13.9M
5
Jane Street
Jane Street
New York
-$9.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
VRM
126
Vectors Research Management
New York
$13K – – –
MAM
127
Meeder Asset Management
Ohio
$12K – – –
EWM
128
EPG Wealth Management
Georgia
$12K +$70 +1 +0.6%
CIAS
129
Capital Investment Advisory Services
North Carolina
$11K – – –
AWM
130
Aspire Wealth Management
Massachusetts
$10K +$10.6K +151 New
TRCT
131
Tower Research Capital (TRC)
New York
$9K – – –
CT
132
Caldwell Trust
Florida
$7.44K -$7.48K -107 -50%
AA
133
Ancora Advisors
Ohio
$7K – – –
NFSG
134
Newbridge Financial Services Group
Florida
$7K – – –
LS
135
Leelyn Smith
Illinois
$5K -$210 -3 -4%
PK
136
Pflug Koory
Nebraska
$5K – – –
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$4K -$22K -315 -84%
FA
138
Fortis Advisors
Pennsylvania
$3K -$3.49K -50 -54%
SFA
139
Semmax Financial Advisors
North Carolina
$3K – – –
GC
140
Gould Capital
Washington
$3K +$3K +43 New
ACM
141
Absolute Capital Management
Pennsylvania
$2.16K +$2.17K +31 New
MP
142
McDonald Partners
Ohio
$2.16K +$2.17K +31 New
JIR
143
James Investment Research
Ohio
$2K +$70 +1 +4%
LWM
144
Liberty Wealth Management
California
$1.73K -$1.56M -22,346 Closed
TWA
145
TCI Wealth Advisors
Arizona
$1K – – –
SCA
146
Snowden Capital Advisors
New York
$1K +$1.33K +19 New
CP
147
Castleview Partners
Texas
$65 +$316K +4,520 New
Goldman Sachs
148
Goldman Sachs
New York
– -$29.4M -423,916 Closed
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
– -$5.86M -84,600 Closed
Barclays
150
Barclays
United Kingdom
– -$3.71M -53,553 Closed
3 4 5
6
7

IGLB Hedge Fund Activity: Q4 2021 in Review

149 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2021, worth a combined $1.9B — up 0.6% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IGLB positions and 16 closed out — a net gain of 15 holders — while 42 added to existing stakes and 45 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $35.3M. The largest seller was Wells Fargo, cutting an estimated $44M.

  • 149 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2021, up from 137 in Q3 2021.
  • Funds reported $1.9B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2021, up 0.6% quarter-over-quarter.
  • 31 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2021 and 16 closed out, a net change of +15 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2021 was Citadel Advisors, an estimated $35.3M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2021 was Wells Fargo, an estimated $44M sold.

Based on aggregated 13F filings for Q4 2021.