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iShares 10+ Year Investment Grade Corporate Bond ETF

136 hedge funds and large institutions have $1.14B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $1.11B → $1.14B (+$29.7M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

5% less funds holding

Funds holding: 143136 (-7)

6.69% less ownership

Funds ownership: 75.34%68.65% (-6.7%)

53% less call options, than puts

Call options by funds: $2.02M | Put options by funds: $4.29M

Holders
136
Holders Change
-7
Holders Change %
-4.9%
% of All Funds
2.17%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
21
Increased
37
Reduced
41
Closed
23
Calls
$2.02M
Puts
$4.29M
Net Calls
-$2.27M
Net Calls Change
-$3.55M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
126
Ameritas Advisory Services
Nebraska
$2.2K +$2.18K +42 New
DAM
127
Delta Asset Management
Tennessee
$1.78K
S
128
SignatureFD
Georgia
$1.36K
HGERS
129
Householder Group Estate & Retirement Specialist
Arizona
$1K +$830 +16 New
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$828 +$53.1K +1,024 +7%
IHWM
131
Iron Horse Wealth Management
Iowa
$629
Fidelity Investments
132
Fidelity Investments
Massachusetts
$419 -$2.44K -47 -85%
AWM
133
Aspire Wealth Management
Massachusetts
$187 -$5.19K -100 -96%
ACA
134
Aptus Capital Advisors
Alabama
$27 +$52 +1 New
GWANC
135
Guardian Wealth Advisors (North Carolina)
North Carolina
$27 +$52 +1 New
IAIM
136
International Assets Investment Management
Florida
-$23.6M -390,420 Closed
MOACM
137
Mutual of America Capital Management
New York
-$10M -201,410 Closed
SWP
138
ShoreHaven Wealth Partners
New Jersey
-$2.06M -41,376 Closed
OMC
139
Old Mission Capital
Illinois
-$1.74M -34,990 Closed
ACJ
140
Autonomy Capital (Jersey)
Jersey
-$1.05M -21,001 Closed
MML Investors Services
141
MML Investors Services
Massachusetts
-$711K -14,280 Closed
KWA
142
KCS Wealth Advisory
California
-$618K -12,421 Closed
PG
143
Patten Group
Tennessee
-$203K -4,085 Closed
BCV
144
Banque Cantonale Vaudoise
Switzerland
-$202K -4,066 Closed
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
-$172K -3,483 Closed
PMFA
146
Plante Moran Financial Advisors
Michigan
-$77.4K -1,554 Closed
MCC
147
Money Concepts Capital
Florida
-$44.6K -895 Closed
RIA
148
Realta Investment Advisors
Delaware
-$32.4K -650 Closed
IA
149
IFP Advisors
Florida
-$20K -326 Closed
William Blair & Company
150
William Blair & Company
Illinois
-$7.12K -143 Closed

IGLB Hedge Fund Activity: Q1 2023 in Review

136 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2023, worth a combined $1.14B — up 2.7% from $1.11B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of IGLB and 21 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 37 added.

The largest buyer was Jane Street, opening a new position worth an estimated $17.7M. The largest seller was BlackRock, cutting an estimated $39.4M.

  • 136 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2023, down from 143 in Q4 2022.
  • Funds reported $1.14B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2023, up 2.7% quarter-over-quarter.
  • 21 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2023 and 23 closed out, a net change of -2 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2023 was Jane Street, an estimated $17.7M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2023 was BlackRock, an estimated $39.4M sold.

Based on aggregated 13F filings for Q1 2023.