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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

146 hedge funds and large institutions have $1.31B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 29

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

64% more call options, than puts

Call options by funds: $7.52M | Put options by funds: $4.58M

15% more capital invested

Capital invested by funds: $1.14B → $1.31B (+$175M)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

7% more funds holding

Funds holding: 136 → 146 (+10)

1.12% less ownership

Funds ownership: 68.65% → 67.53% (-1.1%)

Holders
146
Holders Change
+10
Holders Change %
+7.35%
% of All Funds
2.29%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
28
Increased
58
Reduced
29
Closed
17
Calls
$7.52M
Puts
$4.58M
Net Calls
+$2.93M
Net Calls Change
+$5.21M

Top Buyers

Rank Fund Capital Flow
1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$126M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$12M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.6M
4
RIG
RiverFront Investment Group
Virginia
+$11.6M
5
RJA
Raymond James & Associates
Florida
+$9.01M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$19.2M
2
MMA
Miracle Mile Advisors
California
-$17.2M
3
Jane Street
Jane Street
New York
-$11.1M
4
Morgan Stanley
Morgan Stanley
New York
-$4.39M
5
Capstone Investment Advisors
Capstone Investment Advisors
New York
-$4.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
126
Endurance Wealth Management
Rhode Island
$7K -$7.4K -144 -50%
AA
127
Ancora Advisors
Ohio
$5.52K – – –
NFSG
128
Newbridge Financial Services Group
Florida
$5.46K – – –
RIA
129
Realta Investment Advisors
Delaware
$5.16K +$5.14K +100 New
CSC
130
Caldwell Sutter Capital
California
$4.74K +$4.73K +92 New
CIAS
131
Capital Investment Advisory Services
North Carolina
$4.18K – – –
Simplex Trading
132
Simplex Trading
Illinois
$4K -$5.14K -100 -54%
S
133
SignatureFD
Georgia
$3.61K +$2.26K +44 +169%
PK
134
Pflug Koory
Nebraska
$3.45K – – –
CP
135
Castleview Partners
Texas
$3.35K – – –
NCM
136
Northwest Capital Management
Oregon
$3.15K +$3.13K +61 New
RG
137
Retirement Group
California
$2.73K – – –
FFA
138
Farther Finance Advisors
California
$2.63K – – –
TAM
139
Tucker Asset Management
Colorado
$2.37K -$976 -19 -29%
WWP
140
WR Wealth Planners
Missouri
$2.37K – – –
DAM
141
Delta Asset Management
Tennessee
$1.75K – – –
Fidelity Investments
142
Fidelity Investments
Massachusetts
$1.39K +$976 +19 +238%
AWM
143
Aspire Wealth Management
Massachusetts
$186 – – –
ACA
144
Aptus Capital Advisors
Alabama
$52 – – –
GWANC
145
Guardian Wealth Advisors (North Carolina)
North Carolina
$27 – – –
FEG
146
Fund Evaluation Group
Ohio
– -$5K -89,640 Closed
Capstone Investment Advisors
147
Capstone Investment Advisors
New York
– -$4.19M -80,000 Closed
BAM
148
Belpointe Asset Management
Nevada
– -$377K -7,187 Closed
RF
149
RHS Financial
California
– -$232K -4,421 Closed
C1AG
150
Client 1st Advisory Group
Florida
– -$230K -4,398 Closed
3 4 5
6
7

IGLB Hedge Fund Activity: Q2 2023 in Review

146 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2023, worth a combined $1.31B — up 15% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IGLB positions and 17 closed out — a net gain of 11 holders — while 58 added to existing stakes and 29 trimmed.

The largest buyer was Liberty Mutual Group Asset Management, opening a new position worth an estimated $126M. The largest seller was BlackRock, cutting an estimated $19.2M.

  • 146 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2023, up from 136 in Q1 2023.
  • Funds reported $1.31B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 28 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2023 and 17 closed out, a net change of +11 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2023 was Liberty Mutual Group Asset Management, an estimated $126M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2023 was BlackRock, an estimated $19.2M sold.

Based on aggregated 13F filings for Q2 2023.