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iShares 10+ Year Investment Grade Corporate Bond ETF

152 hedge funds and large institutions have $1.39B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $8.11M | Put options by funds: $2.36M

69% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 36

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

7.52% more ownership

Funds ownership: 67.53%75.05% (+7.5%)

6% more capital invested

Capital invested by funds: $1.31B → $1.39B (+$81.1M)

4% more funds holding

Funds holding: 146152 (+6)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
2.41%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
24
Increased
61
Reduced
36
Closed
15
Calls
$8.11M
Puts
$2.36M
Net Calls
+$5.75M
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$212M +$10.2M +205,046 +5%
Bank of America
2
Bank of America
North Carolina
$133M +$23.2M +468,394 +20%
PP
3
Prudential plc
United Kingdom
$120M -$668K -13,464 -0.5%
LMGAM
4
Liberty Mutual Group Asset Management
Massachusetts
$116M +$937K +18,896 +0.8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$112M +$83.6M +1,685,603 +242%
AIMU
6
Allianz Investment Management US
Minnesota
$73M
DILIC
7
Dai-ichi Life Insurance Company
Japan
$61.6M
RIG
8
RiverFront Investment Group
Virginia
$46.3M +$28.2M +567,924 +137%
RJA
9
Raymond James & Associates
Florida
$33.6M +$18.8M +379,573 +114%
NI
10
NYL Investors
New York
$31.5M +$555K +11,200 +2%
Wells Fargo
11
Wells Fargo
California
$28.5M +$4.1M +82,628 +16%
AP
12
Agilis Partners
Massachusetts
$27.8M +$18.9M +380,417 +182%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$25M +$9.67M +195,037 +58%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$21.5M
AssetMark Inc
15
AssetMark Inc
California
$20.3M +$220K +4,433 +1%
Ameriprise
16
Ameriprise
Minnesota
$19.9M +$5.28M +106,524 +34%
Osaic Holdings
17
Osaic Holdings
Arizona
$18.6M +$9.98M +201,328 +105%
Morgan Stanley
18
Morgan Stanley
New York
$17.4M -$10.5M -211,416 -36%
JP Morgan Chase
19
JP Morgan Chase
New York
$16.9M +$14.2M +286,134 +395%
Truist Financial
20
Truist Financial
North Carolina
$16.6M +$3.94M +79,418 +29%
UBS Group
21
UBS Group
Switzerland
$16.6M +$10.8M +218,147 +163%
TVAMP
22
Tennessee Valley Asset Management Partners
Tennessee
$13.5M +$333K +6,718 +2%
LPL Financial
23
LPL Financial
California
$13.1M +$1.64M +33,134 +14%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$10.8M +$4.53M +91,380 +66%
SA
25
Strategic Advocates
Utah
$10.7M +$11.3M +227,406 New

IGLB Hedge Fund Activity: Q3 2023 in Review

152 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2023, worth a combined $1.39B — up 6.2% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IGLB positions and 15 closed out — a net gain of 9 holders — while 61 added to existing stakes and 36 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $83.6M. The largest seller was Susquehanna International Group, cutting an estimated $10.6M.

  • 152 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2023, up from 146 in Q2 2023.
  • Funds reported $1.39B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2023, up 6.2% quarter-over-quarter.
  • 24 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2023 and 15 closed out, a net change of +9 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $83.6M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2023 was Susquehanna International Group, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2023.