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iShares 10+ Year Investment Grade Corporate Bond ETF

136 hedge funds and large institutions have $1.27B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 52 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $264K

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

9% less funds holding

Funds holding: 149136 (-13)

13.48% less ownership

Funds ownership: 77.17%63.69% (-13%)

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

33% less capital invested

Capital invested by funds: $1.9B → $1.27B (-$637M)

37% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 52

Holders
136
Holders Change
-13
Holders Change %
-8.72%
% of All Funds
2.15%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
22
Increased
33
Reduced
52
Closed
30
Calls
$1.12M
Puts
$264K
Net Calls
+$860K
Net Calls Change
-$176K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
126
Vigilant Capital Management
Maine
$4K +$4.03K +63 New
Qube Research & Technologies (QRT)
127
Qube Research & Technologies (QRT)
United Kingdom
$3K -$688K -10,770 -100%
CP
128
Castleview Partners
Texas
$3K -$285K -4,455 -99%
FA
129
Fortis Advisors
Pennsylvania
$3K
HIA
130
Harbor Investment Advisory
Maryland
$3K +$3.32K +52 New
MAM
131
Meeder Asset Management
Ohio
$2K -$9.77K -153 -85%
JIR
132
James Investment Research
Ohio
$2K
FAG
133
Fortitude Advisory Group
Washington
$1K +$383 +6 +86%
RBA
134
Richard Bernstein Advisors
New York
-$8.07M -116,000 Closed
Bank of Nova Scotia
135
Bank of Nova Scotia
Ontario, Canada
-$2.25M -32,400 Closed
CI
136
Conning Inc
Connecticut
-$1.99M -28,569 Closed
SFS
137
Sowell Financial Services
Arkansas
-$1.2M -17,230 Closed
PFA
138
Pinnacle Family Advisors
Missouri
-$1.05M -15,113 Closed
SWA
139
Stratos Wealth Advisors
Ohio
-$757K -10,877 Closed
MHB
140
Midwest Heritage Bank
Iowa
-$538K -7,732 Closed
FCA
141
FLC Capital Advisors
California
-$493K -7,087 Closed
MA
142
Mutual Advisors
Nebraska
-$394K -5,658 Closed
CIBC World Market
143
CIBC World Market
Ontario, Canada
-$348K -5,000 Closed
KAS
144
Kestra Advisory Services
Texas
-$273K -3,924 Closed
SPC
145
Sigma Planning Corp
Michigan
-$232K -3,333 Closed
JSW
146
Journey Strategic Wealth
New Jersey
-$227K -3,260 Closed
T
147
TNF
Montana
-$209K -3,106 Closed
GPA
148
Garrison Point Advisors
California
-$215K -3,090 Closed
BFEC
149
Benjamin F. Edwards & Company
Missouri
-$213K -3,059 Closed
CA
150
CoreCap Advisors
Michigan
-$154K -2,216 Closed

IGLB Hedge Fund Activity: Q1 2022 in Review

136 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2022, worth a combined $1.27B — down 33% from $1.9B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of IGLB and 22 opened new positions — a net loss of 8 holders — while 52 trimmed existing stakes and 33 added.

The largest buyer was Jane Street, adding an estimated $53.7M. The largest seller was BlackRock, cutting an estimated $486M.

  • 136 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2022, down from 149 in Q4 2021.
  • Funds reported $1.27B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2022, down 33% quarter-over-quarter.
  • 22 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2022 and 30 closed out, a net change of -8 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2022 was Jane Street, an estimated $53.7M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2022 was BlackRock, an estimated $486M sold.

Based on aggregated 13F filings for Q1 2022.