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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

143 hedge funds and large institutions have $1.11B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $568K

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

12% more capital invested

Capital invested by funds: $987M → $1.11B (+$121M)

11% more funds holding

Funds holding: 129 → 143 (+14)

0.2% more ownership

Funds ownership: 75.14% → 75.34% (+0.2%)

Holders
143
Holders Change
+14
Holders Change %
+10.85%
% of All Funds
2.3%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
36
Increased
44
Reduced
38
Closed
20
Calls
$1.84M
Puts
$568K
Net Calls
+$1.27M
Net Calls Change
-$4K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$24.9M
2
IAIM
International Assets Investment Management
Florida
+$19.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.14M
4
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
+$8.71M
5
RIG
RiverFront Investment Group
Virginia
+$8.27M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$14.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$14.1M
3
Goldman Sachs
Goldman Sachs
New York
-$9.65M
4
CW
Connectus Wealth
Ohio
-$8.82M
5
Jane Street
Jane Street
New York
-$5.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
126
Affiance Financial
Minnesota
$4.98K – – –
ASN
127
Advisory Services Network
Georgia
$3.73K +$3.7K +75 New
CP
128
Castleview Partners
Texas
$3.24K – – –
PK
129
Pflug Koory
Nebraska
$3K – – –
RG
130
Retirement Group
California
$3K +$2.61K +53 New
NC
131
NewSquare Capital
Pennsylvania
$2.99K – – –
Fidelity Investments
132
Fidelity Investments
Massachusetts
$2.74K +$2.66K +54 +5,400%
FFA
133
Farther Finance Advisors
California
$2.54K +$2.52K +51 New
FA
134
Fortis Advisors
Pennsylvania
$2.24K +$49 +1 +2%
GEA
135
Glen Eagle Advisors
New Jersey
$1.97K -$641 -13 -25%
DAM
136
Delta Asset Management
Tennessee
$1.69K +$1.68K +34 New
AF
137
Advisornet Financial
Minnesota
$1.44K -$1.78K -36 -55%
S
138
SignatureFD
Georgia
$1.29K +$1.28K +26 New
IHWM
139
Iron Horse Wealth Management
Iowa
$1K +$592 +12 New
CA
140
Crewe Advisors
Utah
$299 +$296 +6 New
CAS
141
Coppell Advisory Solutions
Texas
$149 +$148 +3 New
CASC
142
Coppell Advisory Solutions Corp
Texas
$149 +$148 +3 New
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
– -$14.1M -286,107 Closed
Goldman Sachs
144
Goldman Sachs
New York
– -$9.65M -200,000 Closed
Jane Street
145
Jane Street
New York
– -$5.09M -105,475 Closed
TGAM
146
TBH Global Asset Management
Tennessee
– -$543K -11,266 Closed
TSS
147
Two Sigma Securities
New York
– -$416K -8,618 Closed
CC
148
Copperleaf Capital
North Carolina
– -$385K -7,987 Closed
HHRDM
149
H&H Retirement Design & Management
Nevada
– -$339K -7,259 Closed
PCM
150
Penserra Capital Management
California
– -$284K -5,900 Closed
3 4 5
6
7

IGLB Hedge Fund Activity: Q4 2022 in Review

143 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2022, worth a combined $1.11B — up 12% from $987M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IGLB positions and 20 closed out — a net gain of 16 holders — while 44 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $24.9M. The largest seller was Ameriprise, cutting an estimated $14.4M.

  • 143 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2022, up from 129 in Q3 2022.
  • Funds reported $1.11B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 36 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2022 and 20 closed out, a net change of +16 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2022 was BlackRock, an estimated $24.9M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2022 was Ameriprise, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2022.