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iShares 10+ Year Investment Grade Corporate Bond ETF

137 hedge funds and large institutions have $1.89B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 61 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.12% more ownership

Funds ownership: 70.75%72.87% (+2.1%)

0% more capital invested

Capital invested by funds: $1.89B → $1.89B (+$5.05M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

15% less funds holding

Funds holding: 161137 (-24)

46% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 61

55% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 38

Holders
137
Holders Change
-24
Holders Change %
-14.91%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
17
Increased
33
Reduced
61
Closed
38
Calls
$3.18M
Puts
Net Calls
+$3.18M
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
151
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$1.13M -16,031 Closed
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
-$944K -13,449 Closed
CF
153
Centaurus Financial
California
-$594K -8,457 Closed
PWM
154
PRW Wealth Management
Massachusetts
-$583K -8,304 Closed
BEI
155
Benjamin Edwards Inc
Missouri
-$479K -6,827 Closed
WP
156
WealthSource Partners
California
-$479K -6,820 Closed
IWS
157
Insight Wealth Strategies
California
-$320K -4,564 Closed
CCM
158
Crabel Capital Management
California
-$290K -4,128 Closed
CAS
159
Cascadia Advisory Services
Oregon
-$289K -4,121 Closed
LA
160
LexAurum Advisors
Kansas
-$274K -3,896 Closed
LWAC
161
Laurel Wealth Advisors (California)
California
-$271K -3,858 Closed
RF
162
RHS Financial
California
-$264K -3,758 Closed
VWA
163
Visionary Wealth Advisors
Illinois
-$257K -3,668 Closed
BTWM
164
Baker Tilly Wealth Management
Wisconsin
-$257K -3,660 Closed
IWP
165
Icon Wealth Partners
Texas
-$226K -3,215 Closed
TSS
166
Two Sigma Securities
New York
-$218K -3,101 Closed
NA
167
NewEdge Advisors
Louisiana
-$205K -2,918 Closed
SL
168
Savior LLC
Massachusetts
-$23K -324 Closed
FHA
169
First Horizon Advisors
Tennessee
-$15K -233 Closed
GRP
170
Global Retirement Partners
California
-$16K -228 Closed
AIM
171
Anchor Investment Management
South Carolina
-$5.62K -80 Closed
AWM
172
Avior Wealth Management
Nebraska
-$5.4K -76 -90%
ZB
173
Zions Bancorporation
Utah
-$3K -38 Closed

IGLB Hedge Fund Activity: Q3 2021 in Review

137 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2021, worth a combined $1.89B — up 0.27% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of IGLB and 17 opened new positions — a net loss of 21 holders — while 61 trimmed existing stakes and 33 added.

The largest buyer was BlackRock, adding an estimated $72.5M. The largest seller was Kemper Corp Master Retirement Trust, cutting an estimated $35.1M.

  • 137 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2021, down from 161 in Q2 2021.
  • Funds reported $1.89B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2021, up 0.27% quarter-over-quarter.
  • 17 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2021 and 38 closed out, a net change of -21 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2021 was BlackRock, an estimated $72.5M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2021 was Kemper Corp Master Retirement Trust, an estimated $35.1M sold.

Based on aggregated 13F filings for Q3 2021.