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iShares 10+ Year Investment Grade Corporate Bond ETF

149 hedge funds and large institutions have $1.9B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 42 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $278K

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

9% more funds holding

Funds holding: 137149 (+12)

4.3% more ownership

Funds ownership: 72.87%77.17% (+4.3%)

1% more capital invested

Capital invested by funds: $1.89B → $1.9B (+$11.4M)

7% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 45

Holders
149
Holders Change
+12
Holders Change %
+8.76%
% of All Funds
2.29%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
31
Increased
42
Reduced
45
Closed
16
Calls
$1.31M
Puts
$278K
Net Calls
+$1.04M
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$890M +$18.3M +262,193 +2%
PP
2
Prudential plc
United Kingdom
$123M +$8.16M +116,766 +7%
AIMU
3
Allianz Investment Management US
Minnesota
$102M
Bank of America
4
Bank of America
North Carolina
$97.8M +$4.24M +60,634 +5%
DILIC
5
Dai-ichi Life Insurance Company
Japan
$90.9M
Ameriprise
6
Ameriprise
Minnesota
$54.6M -$3.66M -52,333 -6%
NI
7
NYL Investors
New York
$52M +$510K +7,300 +1%
KCMRT
8
Kemper Corp Master Retirement Trust
Illinois
$50.1M
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$43.6M +$43.8M +627,408 New
AssetMark Inc
10
AssetMark Inc
California
$35.7M -$1.68M -24,067 -4%
Citadel Advisors
11
Citadel Advisors
Florida
$35.1M +$35.3M +505,077 New
JP Morgan Chase
12
JP Morgan Chase
New York
$30.6M -$28.2M -404,114 -48%
FWIA
13
Fort Washington Investment Advisors
Ohio
$22.2M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$19.5M +$1.31M +18,722 +7%
KeyBank National Association
15
KeyBank National Association
Ohio
$18.2M -$520K -7,445 -3%
Wells Fargo
16
Wells Fargo
California
$16.8M -$44M -629,593 -72%
ST
17
Spinnaker Trust
Maine
$16.2M +$732K +10,482 +5%
LPL Financial
18
LPL Financial
California
$15.8M +$795K +11,377 +5%
MOACM
19
Mutual of America Capital Management
New York
$14M +$14.1M +201,410 New
AP
20
Agilis Partners
Massachusetts
$11.3M +$3.39M +48,494 +43%
Morgan Stanley
21
Morgan Stanley
New York
$10.3M -$437K -6,260 -4%
1WM
22
1900 Wealth Management
Texas
$9.53M +$5.14M +73,526 +116%
UBS Group
23
UBS Group
Switzerland
$9.31M -$362K -5,179 -4%
AWM
24
AE Wealth Management
Kansas
$8.85M +$2.66M +38,041 +43%
RBA
25
Richard Bernstein Advisors
New York
$8.07M

IGLB Hedge Fund Activity: Q4 2021 in Review

149 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2021, worth a combined $1.9B — up 0.6% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IGLB positions and 16 closed out — a net gain of 15 holders — while 42 added to existing stakes and 45 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $35.3M. The largest seller was Wells Fargo, cutting an estimated $44M.

  • 149 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2021, up from 137 in Q3 2021.
  • Funds reported $1.9B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2021, up 0.6% quarter-over-quarter.
  • 31 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2021 and 16 closed out, a net change of +15 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2021 was Citadel Advisors, an estimated $35.3M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2021 was Wells Fargo, an estimated $44M sold.

Based on aggregated 13F filings for Q4 2021.