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iShares 10+ Year Investment Grade Corporate Bond ETF

161 hedge funds and large institutions have $1.89B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more funds holding

Funds holding: 154161 (+7)

2% more capital invested

Capital invested by funds: $1.85B → $1.89B (+$38.7M)

3.75% less ownership

Funds ownership: 74.5%70.75% (-3.8%)

33% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 63

Holders
161
Holders Change
+7
Holders Change %
+4.55%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
42
Reduced
63
Closed
21
Calls
$4.53M
Puts
Net Calls
+$4.53M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
PK
151
Pflug Koory
Nebraska
$5K
CP
152
Castleview Partners
Texas
$5K +$4.42K +65 New
AWM
153
Avior Wealth Management
Nebraska
$5K +$5.45K +80 +2,000%
SFA
154
Semmax Financial Advisors
North Carolina
$3K
ZB
155
Zions Bancorporation
Utah
$3K
JIR
156
James Investment Research
Ohio
$2K
MAM
157
Meeder Asset Management
Ohio
$2K
LAS
158
Lloyd Advisory Services
Georgia
$2K +$2.11K +31 New
WQ
159
Wealth Quarterback
New Jersey
$1K +$136 +2 New
Jane Street
160
Jane Street
New York
-$27.1M -406,226 Closed
LWA
161
Lineweaver Wealth Advisors
Ohio
-$5.04M -75,600 Closed
Thrivent Financial for Lutherans
162
Thrivent Financial for Lutherans
Minnesota
-$4.63M -69,417 Closed
T
163
TRUADVICE
Florida
-$636K -9,437 Closed
SCA
164
Snowden Capital Advisors
New York
-$378K -5,665 Closed
IFG
165
Independent Financial Group
California
-$371K -5,568 Closed
NL
166
NWAM LLC
Washington
-$352K -5,275 Closed
RFG
167
Range Financial Group
Oregon
-$299K -4,483 Closed
WFC
168
Western Financial Corp
California
-$296K -4,438 Closed
WP
169
WealthPLAN Partners
Nebraska
-$250K -3,696 Closed
TCA
170
Transcend Capital Advisors
New Jersey
-$236K -3,506 Closed
AIC
171
Ameritas Investment Company
Nebraska
-$231K -3,466 Closed
CWS
172
Cypress Wealth Services
California
-$203K -3,048 Closed
DWP
173
Destiny Wealth Partners
Florida
-$117K -1,749 Closed
VBCG
174
Valley Brook Capital Group
Pennsylvania
-$66K -1,000 Closed
SPIA
175
Steward Partners Investment Advisory
New York
-$35.6K -534 Closed

IGLB Hedge Fund Activity: Q2 2021 in Review

161 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2021, worth a combined $1.89B — up 2.1% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IGLB positions and 21 closed out — a net gain of 7 holders — while 42 added to existing stakes and 63 trimmed.

The largest buyer was Stifel Financial, adding an estimated $16.6M. The largest seller was Ameriprise, cutting an estimated $92.4M.

  • 161 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2021, up from 154 in Q1 2021.
  • Funds reported $1.89B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2021, up 2.1% quarter-over-quarter.
  • 28 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2021 and 21 closed out, a net change of +7 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2021 was Stifel Financial, an estimated $16.6M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2021 was Ameriprise, an estimated $92.4M sold.

Based on aggregated 13F filings for Q2 2021.