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iShares 10+ Year Investment Grade Corporate Bond ETF

126 hedge funds and large institutions have $1.82B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 49 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

145% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 20

77% more capital invested

Capital invested by funds: $1.03B → $1.82B (+$795M)

17% more funds holding

Funds holding: 108126 (+18)

13.39% more ownership

Funds ownership: 57.09%70.49% (+13%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
126
Holders Change
+18
Holders Change %
+16.67%
% of All Funds
2.23%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
34
Increased
49
Reduced
20
Closed
13
Calls
$650K
Puts
Net Calls
+$650K
Net Calls Change
-$383K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$660M +$522M +7,295,998 +419%
Ameriprise
2
Ameriprise
Minnesota
$253M +$99.4M +1,390,789 +68%
PP
3
Prudential plc
United Kingdom
$105M +$2.38M +33,228 +2%
Bank of America
4
Bank of America
North Carolina
$96.5M +$30.2M +422,763 +47%
DILIC
5
Dai-ichi Life Insurance Company
Japan
$95.4M
KCMRT
6
Kemper Corp Master Retirement Trust
Illinois
$61.4M
JP Morgan Chase
7
JP Morgan Chase
New York
$59.1M +$56.7M +792,878 +4,931%
NI
8
NYL Investors
New York
$45.4M +$1.09M +15,204 +3%
NAM
9
NorthCoast Asset Management
Connecticut
$38M +$1.28M +17,926 +4%
AssetMark Inc
10
AssetMark Inc
California
$33.7M +$1.99M +27,871 +6%
Wells Fargo
11
Wells Fargo
California
$33.3M -$1.31M -18,322 -4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$28.3M +$602K +8,422 +2%
IWC
13
Integrated Wealth Concepts
Massachusetts
$28.2M +$27.6M +385,921 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$28M +$487K +6,817 +2%
KeyBank National Association
15
KeyBank National Association
Ohio
$24.7M +$56.9K +796 +0.2%
FWIA
16
Fort Washington Investment Advisors
Ohio
$23.3M
Morgan Stanley
17
Morgan Stanley
New York
$19M +$2.65M +37,043 +17%
LPL Financial
18
LPL Financial
California
$16.6M +$7.01M +98,000 +76%
PI
19
PFS Investments
Georgia
$12.2M +$1.4M +19,617 +13%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$9.78M +$5.6M +78,267 +141%
AllianceBernstein
21
AllianceBernstein
Tennessee
$8.48M
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$7.56M
Northern Trust
23
Northern Trust
Illinois
$6.4M +$3.61M +50,459 +136%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$6.34M +$4.08K +57 +0.1%
UBS Group
25
UBS Group
Switzerland
$6.32M -$114K -1,599 -2%

IGLB Hedge Fund Activity: Q4 2020 in Review

126 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2020, worth a combined $1.82B — up 77% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IGLB positions and 13 closed out — a net gain of 21 holders — while 49 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock, adding an estimated $522M. The largest seller was Jane Street, exiting entirely with an estimated $34.3M sold.

  • 126 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2020, up from 108 in Q3 2020.
  • Funds reported $1.82B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2020, up 77% quarter-over-quarter.
  • 34 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2020 and 13 closed out, a net change of +21 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2020 was BlackRock, an estimated $522M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2020 was Jane Street, an estimated $34.3M sold.

Based on aggregated 13F filings for Q4 2020.