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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
BlackRock
1
BlackRock
New York
$808M -$43.3M -636,792 -5%
PP
2
Prudential plc
United Kingdom
$113M +$5.87M +86,230 +6%
AIMU
3
Allianz Investment Management US
Minnesota
$103M
Bank of America
4
Bank of America
North Carolina
$102M +$7.71M +113,214 +8%
DILIC
5
Dai-ichi Life Insurance Company
Japan
$91.8M
KCMRT
6
Kemper Corp Master Retirement Trust
Illinois
$85.3M
Ameriprise
7
Ameriprise
Minnesota
$60.4M -$92.4M -1,357,333 -62%
NI
8
NYL Investors
New York
$51.7M +$7.15M +105,100 +17%
AssetMark Inc
9
AssetMark Inc
California
$41.1M +$3.32M +48,793 +9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$33.7M +$15.7M +230,621 +93%
Wells Fargo
11
Wells Fargo
California
$33.2M +$9.28M +136,409 +40%
FWIA
12
Fort Washington Investment Advisors
Ohio
$22.4M
KeyBank National Association
13
KeyBank National Association
Ohio
$19.1M -$4.58M -67,327 -20%
LPL Financial
14
LPL Financial
California
$19M +$3.9M +57,292 +27%
Stifel Financial
15
Stifel Financial
Missouri
$18.2M +$16.6M +244,229 +1,678%
5L
16
55I LLC
Massachusetts
$15M +$3.94M +57,946 +37%
Morgan Stanley
17
Morgan Stanley
New York
$14.3M -$1.1M -16,127 -7%
Goldman Sachs
18
Goldman Sachs
New York
$14M +$13.6M +200,000 New
ST
19
Spinnaker Trust
Maine
$13.5M +$13.1M +191,822 New
NAM
20
NorthCoast Asset Management
Connecticut
$13.4M -$190K -2,795 -1%
UBS Group
21
UBS Group
Switzerland
$11.5M -$780K -11,454 -7%
AP
22
Agilis Partners
Massachusetts
$11.1M +$2.5M +36,734 +30%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$9.74M -$3.86M -56,748 -29%
Osaic Holdings
24
Osaic Holdings
Arizona
$8.5M +$813K +11,944 +11%
RBA
25
Richard Bernstein Advisors
New York
$8.15M +$3.4K +50 +0%

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.