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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

143 hedge funds and large institutions have $1.11B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $568K

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

12% more capital invested

Capital invested by funds: $987M → $1.11B (+$121M)

11% more funds holding

Funds holding: 129 → 143 (+14)

0.2% more ownership

Funds ownership: 75.14% → 75.34% (+0.2%)

Holders
143
Holders Change
+14
Holders Change %
+10.85%
% of All Funds
2.3%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
36
Increased
44
Reduced
38
Closed
20
Calls
$1.84M
Puts
$568K
Net Calls
+$1.27M
Net Calls Change
-$4K

Top Buyers

1
BlackRock
BlackRock
New York
+$24.9M
2
IAIM
International Assets Investment Management
Florida
+$19.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.14M
4
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
+$8.71M
5
RIG
RiverFront Investment Group
Virginia
+$8.27M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$14.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$14.1M
3
Goldman Sachs
Goldman Sachs
New York
-$9.65M
4
CW
Connectus Wealth
Ohio
-$8.82M
5
Jane Street
Jane Street
New York
-$5.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$270M +$24.9M +504,481 +10%
PP
2
Prudential plc
United Kingdom
$118M +$5.66M +114,650 +5%
Bank of America
3
Bank of America
North Carolina
$111M +$4.39M +89,010 +4%
AIMU
4
Allianz Investment Management US
Minnesota
$77.1M – – –
DILIC
5
Dai-ichi Life Insurance Company
Japan
$65.1M – – –
KCMRT
6
Kemper Corp Master Retirement Trust
Illinois
$35.9M – – –
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$32.8M +$9.14M +185,272 +39%
NI
8
NYL Investors
New York
$32.3M +$2.83M +57,400 +10%
Wells Fargo
9
Wells Fargo
California
$25.4M +$6.46M +131,014 +35%
Morgan Stanley
10
Morgan Stanley
New York
$24.3M +$2.74M +55,508 +13%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$24.3M -$2.47M -50,108 -9%
IAIM
12
International Assets Investment Management
Florida
$23.6M +$19.3M +390,420 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$23.3M +$6.57M +133,187 +40%
AssetMark Inc
14
AssetMark Inc
California
$19.8M -$472K -9,561 -2%
MMA
15
Miracle Mile Advisors
California
$13.2M -$3.51M -71,183 -21%
TVAMP
16
Tennessee Valley Asset Management Partners
Tennessee
$13.1M +$8.71M +176,507 +203%
PI
17
PFS Investments
Georgia
$12.7M +$2.33M +47,269 +23%
FWIA
18
Fort Washington Investment Advisors
Ohio
$11.1M – – –
DC
19
Deere & Company
Illinois
$11M +$10.9M +221,925 New
MOACM
20
Mutual of America Capital Management
New York
$10M – – –
CW
21
Connectus Wealth
Ohio
$9.63M -$8.82M -178,708 -48%
RJA
22
Raymond James & Associates
Florida
$9.06M +$7.35M +149,029 +453%
KFAA
23
Klaas Financial Asset Advisors
Illinois
$8.63M +$7.21M +146,071 +538%
Ameriprise
24
Ameriprise
Minnesota
$8.37M -$14.4M -292,007 -64%
LPL Financial
25
LPL Financial
California
$7.74M +$1.02M +20,721 +15%
1
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IGLB Hedge Fund Activity: Q4 2022 in Review

143 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2022, worth a combined $1.11B — up 12% from $987M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IGLB positions and 20 closed out — a net gain of 16 holders — while 44 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $24.9M. The largest seller was Ameriprise, cutting an estimated $14.4M.

  • 143 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2022, up from 129 in Q3 2022.
  • Funds reported $1.11B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 36 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2022 and 20 closed out, a net change of +16 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2022 was BlackRock, an estimated $24.9M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2022 was Ameriprise, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2022.