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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
BlackRock
1
BlackRock
New York
$868M +$72.5M +1,020,523 +9%
PP
2
Prudential plc
United Kingdom
$115M +$3.51M +49,453 +3%
AIMU
3
Allianz Investment Management US
Minnesota
$102M
Bank of America
4
Bank of America
North Carolina
$93.3M -$7.26M -102,155 -7%
DILIC
5
Dai-ichi Life Insurance Company
Japan
$90.6M
Wells Fargo
6
Wells Fargo
California
$60.4M +$28.3M +398,257 +84%
JP Morgan Chase
7
JP Morgan Chase
New York
$58.5M +$58.9M +828,990 +5,540%
Ameriprise
8
Ameriprise
Minnesota
$58.1M -$791K -11,141 -1%
NI
9
NYL Investors
New York
$51.3M +$242K +3,400 +0.5%
KCMRT
10
Kemper Corp Master Retirement Trust
Illinois
$49.9M -$35.1M -494,467 -41%
AssetMark Inc
11
AssetMark Inc
California
$37.3M -$3.38M -47,642 -8%
Goldman Sachs
12
Goldman Sachs
New York
$29.4M +$15.9M +223,916 +112%
FWIA
13
Fort Washington Investment Advisors
Ohio
$22.1M
KeyBank National Association
14
KeyBank National Association
Ohio
$18.6M -$225K -3,165 -1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$18.2M -$15.4M -217,291 -45%
ST
16
Spinnaker Trust
Maine
$15.4M +$2.2M +30,947 +16%
LPL Financial
17
LPL Financial
California
$14.9M -$3.86M -54,325 -20%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$14.6M +$14.9M +210,410 New
NAM
19
NorthCoast Asset Management
Connecticut
$13.5M +$257K +3,619 +2%
Morgan Stanley
20
Morgan Stanley
New York
$10.6M -$3.52M -49,487 -24%
Jane Street
21
Jane Street
New York
$10.1M +$10.4M +145,823 New
UBS Group
22
UBS Group
Switzerland
$9.63M -$1.76M -24,752 -15%
RBA
23
Richard Bernstein Advisors
New York
$8.04M -$3.55K -50 -0%
AP
24
Agilis Partners
Massachusetts
$7.85M -$3.22M -45,376 -29%
Osaic Holdings
25
Osaic Holdings
Arizona
$6.93M -$1.49M -21,023 -17%

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.