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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

154 hedge funds and large institutions have $1.85B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 22

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

22% more funds holding

Funds holding: 126 → 154 (+28)

4.01% more ownership

Funds ownership: 70.49% → 74.5% (+4%)

1% more capital invested

Capital invested by funds: $1.82B → $1.85B (+$26.5M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
154
Holders Change
+28
Holders Change %
+22.22%
% of All Funds
2.7%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
52
Increased
41
Reduced
32
Closed
22
Calls
$3.15M
Puts
–
Net Calls
+$3.15M
Net Calls Change
+$2.5M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$214M
2
AIMU
Allianz Investment Management US
Minnesota
+$101M
3
Jane Street
Jane Street
New York
+$28M
4
KCMRT
Kemper Corp Master Retirement Trust
Illinois
+$25.8M
5
5L
55I LLC
Massachusetts
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$84.8M
2
JP Morgan Chase
JP Morgan Chase
New York
-$54.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.6M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$22.6M
5
NAM
NorthCoast Asset Management
Connecticut
-$22.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
151
James Investment Research
Ohio
$1K – – –
PI
152
PFS Investments
Georgia
– -$12.2M -172,203 Closed
AllianceBernstein
153
AllianceBernstein
Tennessee
– -$8.48M -116,096 Closed
FA
154
FDx Advisors
Illinois
– -$6.31M -86,475 Closed
Deutsche Bank
155
Deutsche Bank
Germany
– -$5.79M -79,226 Closed
Bank of New York Mellon
156
Bank of New York Mellon
New York
– -$4.65M -63,704 Closed
Truist Financial
157
Truist Financial
North Carolina
– -$3.13M -42,875 Closed
VFA
158
Voya Financial Advisors
Connecticut
– -$2.47M -33,892 Closed
Capstone Investment Advisors
159
Capstone Investment Advisors
New York
– -$1.47M -20,149 Closed
IAN
160
Integrated Advisors Network
Texas
– -$1.09M -14,994 Closed
GDP
161
Great Diamond Partners
Maine
– -$982K -13,454 Closed
SAS
162
Sage Advisory Services
Texas
– -$853K -11,685 Closed
SI
163
Stephens Inc
Arkansas
– -$539K -7,375 Closed
TSS
164
Two Sigma Securities
New York
– -$348K -4,768 Closed
SS
165
Simplicity Solutions
Minnesota
– -$328K -4,486 Closed
Wolverine Trading
166
Wolverine Trading
Illinois
– -$268K -3,885 Closed
CAM
167
Concorde Asset Management
Michigan
– -$262K -3,588 Closed
CCM
168
Crabel Capital Management
California
– -$228K -3,117 Closed
OAM
169
Oppenheimer Asset Management
New York
– -$221K -3,031 Closed
GA
170
GoalVest Advisory
New York
– -$14K -187 Closed
CB
171
Community Bank
New York
– -$11K -150 Closed
GRP
172
Global Retirement Partners
California
– -$8K -115 Closed
CAAS
173
Capital Asset Advisory Services
Michigan
– -$1K -14 Closed
AWM
174
Avior Wealth Management
Nebraska
– +$276 +4 New
3 4 5 6
7

IGLB Hedge Fund Activity: Q1 2021 in Review

154 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2021, worth a combined $1.85B — up 1.5% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IGLB positions and 22 closed out — a net gain of 30 holders — while 41 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $214M. The largest seller was Ameriprise, cutting an estimated $84.8M.

  • 154 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2021, up from 126 in Q4 2020.
  • Funds reported $1.85B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2021, up 1.5% quarter-over-quarter.
  • 52 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2021 and 22 closed out, a net change of +30 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2021 was BlackRock, an estimated $214M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2021 was Ameriprise, an estimated $84.8M sold.

Based on aggregated 13F filings for Q1 2021.