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iShares 10+ Year Investment Grade Corporate Bond ETF

219 hedge funds and large institutions have $1.95B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.46% more ownership

Funds ownership: 69.63%72.09% (+2.5%)

7% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $2.44M

6% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 78

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

3% less funds holding

Funds holding: 226219 (-7)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

41% less capital invested

Capital invested by funds: $3.31B → $1.95B (-$1.36B)

Holders
219
Holders Change
-7
Holders Change %
-3.1%
% of All Funds
2.94%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
24
Increased
83
Reduced
78
Closed
25
Calls
$2.61M
Puts
$2.44M
Net Calls
+$176K
Net Calls Change
-$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
GDP
226
Great Diamond Partners
Maine
-$741K -15,001 Closed
AFG
227
Atomi Financial Group
New York
-$520K -10,531 Closed
CFGS
228
Concourse Financial Group Securities
Alabama
-$519K -10,472 Closed
PPWM
229
Paragon Private Wealth Management
Kentucky
-$424K -8,576 Closed
RF
230
RHS Financial
California
-$266K -5,394 Closed
1WM
231
1900 Wealth Management
Texas
-$243K -4,915 Closed
AWA
232
Acorn Wealth Advisors
Michigan
-$222K -4,490 Closed
NCFG
233
New Century Financial Group
New Jersey
-$210K -4,269 Closed
WWA
234
Wingate Wealth Advisors
Massachusetts
-$63.4K -1,284 Closed
ADL
235
Asset Dedication LLC
California
-$37.5K -760 Closed
TCG
236
Transcendent Capital Group
Oklahoma
-$25.1K -508 Closed
FIA
237
FPC Investment Advisory
California
-$12.4K -249 Closed
VWM
238
Venturi Wealth Management
Texas
-$6.17K -125 Closed
LFA
239
LGT Financial Advisors
Texas
-$6.09K -123 Closed
CSC
240
Caldwell Sutter Capital
California
-$4.54K -92 Closed
OC
241
Oarsman Capital
Wisconsin
-$1.78K -36 Closed
T
242
Transce3nd
Texas
-$1.04K -21 Closed
GSWM
243
Golden State Wealth Management
California
-$229 -4 Closed
ACA
244
Aptus Capital Advisors
Alabama
-$27 -1 Closed

IGLB Hedge Fund Activity: Q1 2025 in Review

219 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2025, worth a combined $1.95B — down 41% from $3.31B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IGLB and 24 opened new positions — a net loss of 1 holder — while 78 trimmed existing stakes and 83 added.

The largest buyer was Gallagher Fiduciary Advisors, opening a new position worth an estimated $22.2M. The largest seller was Legal & General Group, cutting an estimated $27.8M.

  • 219 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2025, down from 226 in Q4 2024.
  • Funds reported $1.95B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2025, down 41% quarter-over-quarter.
  • 24 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2025 and 25 closed out, a net change of -1 holder.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2025 was Gallagher Fiduciary Advisors, an estimated $22.2M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2025 was Legal & General Group, an estimated $27.8M sold.

Based on aggregated 13F filings for Q1 2025.