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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

179 hedge funds and large institutions have $1.59B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $9.89M | Put options by funds: $2.89M

127% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 22

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

18% more funds holding

Funds holding: 152 → 179 (+27)

14% more capital invested

Capital invested by funds: $1.39B → $1.59B (+$201M)

0.11% more ownership

Funds ownership: 75.05% → 75.16% (+0.11%)

2% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 49

Holders
179
Holders Change
+27
Holders Change %
+17.76%
% of All Funds
2.61%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
50
Increased
48
Reduced
49
Closed
22
Calls
$9.89M
Puts
$2.89M
Net Calls
+$7.01M
Net Calls Change
+$1.26M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$71.4M
2
Morgan Stanley
Morgan Stanley
New York
+$23.8M
3
AP
Agilis Partners
Massachusetts
+$22.2M
4
BlackRock
BlackRock
New York
+$19.8M
5
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
+$15.2M

Top Sellers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$116M
2
Bank of America
Bank of America
North Carolina
-$96.7M
3
NI
NYL Investors
New York
-$14.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$9.17M
5
MCC
Money Concepts Capital
Florida
-$7.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWIA
26
Fort Washington Investment Advisors
Ohio
$11.8M – – –
DC
27
Deere & Company
Illinois
$11.7M – – –
MML Investors Services
28
MML Investors Services
Massachusetts
$11.2M +$5.42M +112,050 +111%
Osaic Holdings
29
Osaic Holdings
Arizona
$10.8M -$9.17M -189,555 -48%
KFAA
30
Klaas Financial Asset Advisors
Illinois
$9.67M +$190K +3,929 +2%
AC
31
Adroit Compliance
$9.67M +$8.88M +183,465 New
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$9.53M +$1.39M +28,675 +19%
CW
33
Connectus Wealth
Ohio
$9.11M -$609K -12,589 -7%
SW
34
SlateStone Wealth
Florida
$9.01M -$466K -9,622 -5%
FEG
35
Fund Evaluation Group
Ohio
$8.15M -$145 -3 -0%
SA
36
Strategic Advocates
Utah
$7.62M -$4M -82,732 -36%
Capstone Investment Advisors
37
Capstone Investment Advisors
New York
$7.03M +$6.46M +133,501 New
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$6.67M +$1.96M +40,571 +47%
EFM
39
Eley Financial Management
Vermont
$6.35M +$5.83M +120,542 New
CWA
40
Carolina Wealth Advisors
South Carolina
$6.18M +$32.9K +679 +0.6%
KeyBank National Association
41
KeyBank National Association
Ohio
$5.86M -$174K -3,594 -3%
DC
42
Destiny Capital
Colorado
$5.27M +$4.84M +99,936 New
Invesco
43
Invesco
Georgia
$5.21M +$12.4K +257 +0.3%
WAS
44
WESPAC Advisors SoCal
California
$4.79M +$4.4M +90,952 New
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$4.7M +$2.66M +55,069 +161%
Stifel Financial
46
Stifel Financial
Missouri
$4.35M -$59.7K -1,233 -1%
HWAM
47
Hennion & Walsh Asset Management
New Jersey
$4.2M +$379K +7,837 +11%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$4.14M +$91.6K +1,893 +2%
CAN
49
Cetera Advisor Networks
California
$3.89M +$1.35M +27,986 +61%
PR
50
Payden & Rygel
California
$3.8M +$3.49M +72,080 New
1
2
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IGLB Hedge Fund Activity: Q4 2023 in Review

179 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2023, worth a combined $1.59B — up 14% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IGLB positions and 22 closed out — a net gain of 28 holders — while 48 added to existing stakes and 49 trimmed.

The largest buyer was Ameriprise, adding an estimated $71.4M. The largest seller was Liberty Mutual Group Asset Management, exiting entirely with an estimated $116M sold.

  • 179 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2023, up from 152 in Q3 2023.
  • Funds reported $1.59B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2023, up 14% quarter-over-quarter.
  • 50 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2023 and 22 closed out, a net change of +28 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2023 was Ameriprise, an estimated $71.4M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2023 was Liberty Mutual Group Asset Management, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2023.