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iShares 10+ Year Investment Grade Corporate Bond ETF

136 hedge funds and large institutions have $1.14B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $1.11B → $1.14B (+$29.7M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

5% less funds holding

Funds holding: 143136 (-7)

6.69% less ownership

Funds ownership: 75.34%68.65% (-6.7%)

53% less call options, than puts

Call options by funds: $2.02M | Put options by funds: $4.29M

Holders
136
Holders Change
-7
Holders Change %
-4.9%
% of All Funds
2.17%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
21
Increased
37
Reduced
41
Closed
23
Calls
$2.02M
Puts
$4.29M
Net Calls
-$2.27M
Net Calls Change
-$3.55M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$244M -$39.4M -760,303 -14%
PP
2
Prudential plc
United Kingdom
$129M +$4.6M +88,716 +4%
Bank of America
3
Bank of America
North Carolina
$124M +$6.87M +132,441 +6%
AIMU
4
Allianz Investment Management US
Minnesota
$81.1M
DILIC
5
Dai-ichi Life Insurance Company
Japan
$68.5M
KCMRT
6
Kemper Corp Master Retirement Trust
Illinois
$37.7M
Morgan Stanley
7
Morgan Stanley
New York
$34.9M +$9.25M +178,340 +37%
NI
8
NYL Investors
New York
$34.2M +$156K +3,000 +0.5%
Wells Fargo
9
Wells Fargo
California
$25.9M -$772K -14,880 -3%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$25.5M
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$24.7M -$9.74M -187,873 -29%
MMA
12
Miracle Mile Advisors
California
$18.2M +$4.26M +82,142 +31%
AssetMark Inc
13
AssetMark Inc
California
$18.1M -$2.75M -53,086 -13%
Jane Street
14
Jane Street
New York
$17.9M +$17.7M +341,475 New
TVAMP
15
Tennessee Valley Asset Management Partners
Tennessee
$14.2M +$425K +8,194 +3%
Truist Financial
16
Truist Financial
North Carolina
$13.1M +$9.01M +173,786 +230%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$12.8M -$11.6M -223,526 -48%
Ameriprise
18
Ameriprise
Minnesota
$12M +$3.31M +63,918 +38%
FWIA
19
Fort Washington Investment Advisors
Ohio
$11.7M
DC
20
Deere & Company
Illinois
$11.6M
LPL Financial
21
LPL Financial
California
$11.2M +$2.98M +57,540 +37%
CW
22
Connectus Wealth
Ohio
$10.3M +$176K +3,388 +2%
RIG
23
RiverFront Investment Group
Virginia
$9.84M +$1.04M +20,068 +12%
KFAA
24
Klaas Financial Asset Advisors
Illinois
$9.25M +$170K +3,273 +2%
RJA
25
Raymond James & Associates
Florida
$8.29M -$1.22M -23,587 -13%

IGLB Hedge Fund Activity: Q1 2023 in Review

136 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2023, worth a combined $1.14B — up 2.7% from $1.11B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of IGLB and 21 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 37 added.

The largest buyer was Jane Street, opening a new position worth an estimated $17.7M. The largest seller was BlackRock, cutting an estimated $39.4M.

  • 136 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2023, down from 143 in Q4 2022.
  • Funds reported $1.14B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2023, up 2.7% quarter-over-quarter.
  • 21 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2023 and 23 closed out, a net change of -2 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2023 was Jane Street, an estimated $17.7M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2023 was BlackRock, an estimated $39.4M sold.

Based on aggregated 13F filings for Q1 2023.