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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LMGAM
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
+$126M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$12M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.6M |
| 4 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$11.6M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$9.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$19.2M |
| 2 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$17.2M |
| 3 |
Jane Street
New York
|
-$11.1M |
| 4 |
Morgan Stanley
New York
|
-$4.39M |
| 5 |
Capstone Investment Advisors
New York
|
-$4.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GA
151
Greytown Advisors
Miami,
Florida
| – | -$215K | -4,100 | Closed |
|
152
SG Americas Securities
New York
| – | -$183K | -3,500 | Closed |
|
|
AAM
153
Advisors Asset Management
Monument,
Colorado
| – | -$86.3K | -1,647 | Closed |
|
|
JIR
154
James Investment Research
Alpha,
Ohio
| – | -$59K | -1,124 | Closed |
|
|
AF
155
Allworth Financial
Folsom,
California
| – | -$33.3K | -635 | Closed |
|
|
AFG
156
Albion Financial Group
Salt Lake City,
Utah
| – | -$14.9K | -285 | Closed |
|
|
BA
157
Bellwether Advisors
Lincoln,
Nebraska
| – | -$8.22K | -157 | Closed |
|
|
CT
158
Caldwell Trust
Venice,
Florida
| – | -$5.61K | -107 | Closed |
|
|
ASN
159
Advisory Services Network
Atlanta,
Georgia
| – | -$3.93K | -75 | Closed |
|
|
FA
160
Fortis Advisors
Wayne,
Pennsylvania
| – | -$2.37K | -45 | Closed |
|
|
AAS
161
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$2.2K | -42 | Closed |
|
|
IHWM
162
Iron Horse Wealth Management
Johston,
Iowa
| – | -$629 | -12 | Closed |
|
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.