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iShares 10+ Year Investment Grade Corporate Bond ETF

146 hedge funds and large institutions have $1.31B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 29

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

64% more call options, than puts

Call options by funds: $7.52M | Put options by funds: $4.58M

15% more capital invested

Capital invested by funds: $1.14B → $1.31B (+$175M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 136146 (+10)

1.12% less ownership

Funds ownership: 68.65%67.53% (-1.1%)

Holders
146
Holders Change
+10
Holders Change %
+7.35%
% of All Funds
2.29%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
28
Increased
58
Reduced
29
Closed
17
Calls
$7.52M
Puts
$4.58M
Net Calls
+$2.93M
Net Calls Change
+$5.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$221M -$19.2M -374,025 -8%
PP
2
Prudential plc
United Kingdom
$132M +$5.76M +112,197 +5%
LMGAM
3
Liberty Mutual Group Asset Management
Massachusetts
$126M +$126M +2,444,703 New
Bank of America
4
Bank of America
North Carolina
$121M -$492K -9,568 -0.4%
AIMU
5
Allianz Investment Management US
Minnesota
$79.8M
DILIC
6
Dai-ichi Life Insurance Company
Japan
$67.4M
KCMRT
7
Kemper Corp Master Retirement Trust
Illinois
$37.1M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$35.9M +$11.6M +226,448 +48%
NI
9
NYL Investors
New York
$33.8M +$200K +3,900 +0.6%
Morgan Stanley
10
Morgan Stanley
New York
$29.9M -$4.39M -85,386 -13%
Wells Fargo
11
Wells Fargo
California
$26.9M +$1.37M +26,600 +5%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$23.5M -$1.58M -30,730 -6%
AssetMark Inc
13
AssetMark Inc
California
$22M +$4.24M +82,541 +24%
RIG
14
RiverFront Investment Group
Virginia
$21.3M +$11.6M +225,683 +120%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$17.3M +$4.64M +90,258 +37%
RJA
16
Raymond James & Associates
Florida
$17.2M +$9.01M +175,475 +111%
Ameriprise
17
Ameriprise
Minnesota
$16.3M +$4.4M +85,729 +37%
TVAMP
18
Tennessee Valley Asset Management Partners
Tennessee
$14.4M +$377K +7,334 +3%
Truist Financial
19
Truist Financial
North Carolina
$14.1M +$1.24M +24,048 +10%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$13.3M +$12M +234,273 +974%
LPL Financial
21
LPL Financial
California
$12.6M +$1.62M +31,499 +15%
CW
22
Connectus Wealth
Ohio
$11.6M +$1.49M +28,932 +15%
FWIA
23
Fort Washington Investment Advisors
Ohio
$11.5M
DC
24
Deere & Company
Illinois
$11.4M
AP
25
Agilis Partners
Massachusetts
$10.8M +$3.61M +70,213 +50%

IGLB Hedge Fund Activity: Q2 2023 in Review

146 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2023, worth a combined $1.31B — up 15% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IGLB positions and 17 closed out — a net gain of 11 holders — while 58 added to existing stakes and 29 trimmed.

The largest buyer was Liberty Mutual Group Asset Management, opening a new position worth an estimated $126M. The largest seller was BlackRock, cutting an estimated $19.2M.

  • 146 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2023, up from 136 in Q1 2023.
  • Funds reported $1.31B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 28 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2023 and 17 closed out, a net change of +11 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2023 was Liberty Mutual Group Asset Management, an estimated $126M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2023 was BlackRock, an estimated $19.2M sold.

Based on aggregated 13F filings for Q2 2023.