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iShares 10+ Year Investment Grade Corporate Bond ETF

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: 126154 (+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: 44 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$810M +$214M +3,110,807 +34%
Ameriprise
2
Ameriprise
Minnesota
$153M -$84.8M -1,229,846 -36%
PP
3
Prudential plc
United Kingdom
$101M +$5.23M +75,907 +5%
AIMU
4
Allianz Investment Management US
Minnesota
$98M +$101M +1,470,000 New
Bank of America
5
Bank of America
North Carolina
$89M +$911K +13,209 +1%
DILIC
6
Dai-ichi Life Insurance Company
Japan
$87.1M
KCMRT
7
Kemper Corp Master Retirement Trust
Illinois
$81M +$25.8M +373,917 +44%
NI
8
NYL Investors
New York
$42.1M +$648K +9,400 +2%
AssetMark Inc
9
AssetMark Inc
California
$35.8M +$5.14M +74,510 +16%
Jane Street
10
Jane Street
New York
$27.1M +$28M +406,226 New
KeyBank National Association
11
KeyBank National Association
Ohio
$22.6M +$108K +1,563 +0.5%
Wells Fargo
12
Wells Fargo
California
$22.5M -$8.22M -119,223 -26%
FWIA
13
Fort Washington Investment Advisors
Ohio
$21.2M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$16.6M -$9.56M -138,695 -36%
Morgan Stanley
15
Morgan Stanley
New York
$14.6M -$2.85M -41,373 -16%
LPL Financial
16
LPL Financial
California
$14.2M -$1M -14,561 -6%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$13M +$4.24M +61,518 +46%
NAM
18
NorthCoast Asset Management
Connecticut
$12.9M -$22.5M -326,482 -63%
UBS Group
19
UBS Group
Switzerland
$11.7M +$6.11M +88,649 +102%
5L
20
55I LLC
Massachusetts
$10.4M +$10.8M +156,039 New
AP
21
Agilis Partners
Massachusetts
$8.13M +$4.58M +66,464 +120%
Northern Trust
22
Northern Trust
Illinois
$7.89M +$2.11M +30,646 +35%
RBA
23
Richard Bernstein Advisors
New York
$7.73M +$2.76M +40,000 +53%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$7.56M
Osaic Holdings
25
Osaic Holdings
Arizona
$7.28M +$1.76M +25,515 +31%

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.