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iShares 10+ Year Investment Grade Corporate Bond ETF

187 hedge funds and large institutions have $1.66B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $2.28M

29% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 31

4% more funds holding

Funds holding: 179187 (+8)

9% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 54

4% more capital invested

Capital invested by funds: $1.59B → $1.66B (+$67.7M)

0.1% more ownership

Funds ownership: 75.16%75.25% (+0.1%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
187
Holders Change
+8
Holders Change %
+4.47%
% of All Funds
2.69%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
40
Increased
59
Reduced
54
Closed
31
Calls
$2.95M
Puts
$2.28M
Net Calls
+$675K
Net Calls Change
-$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$13M +$527K +10,264 +4%
FWIA
27
Fort Washington Investment Advisors
Ohio
$11.6M +$55K +1,072 +0.5%
DC
28
Deere & Company
Illinois
$11.4M
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$11M +$4.45M +86,627 +68%
KFAA
30
Klaas Financial Asset Advisors
Illinois
$9.6M +$145K +2,822 +2%
HI
31
Horizon Investments
North Carolina
$9.51M -$4.41M -85,966 -32%
FEG
32
Fund Evaluation Group
Ohio
$8.9M
AC
33
Allstate Corporation
Illinois
$8.8M +$6.93M +135,099 +378%
SW
34
SlateStone Wealth
Florida
$8.78M -$23K -449 -0.3%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$8.5M -$816K -15,904 -9%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$7.7M +$3.64M +70,964 +90%
EFM
37
Eley Financial Management
Vermont
$6.67M +$460K +8,962 +7%
CWA
38
Carolina Wealth Advisors
South Carolina
$6.36M +$325K +6,328 +5%
MAM
39
Milestone Asset Management
Pennsylvania
$6.27M +$6.25M +121,718 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$6.09M +$6.07M +118,241 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$5.92M +$5.15M +100,335 +689%
KeyBank National Association
42
KeyBank National Association
Ohio
$5.66M -$71.1K -1,386 -1%
DC
43
Destiny Capital
Colorado
$5.3M +$149K +2,909 +3%
Invesco
44
Invesco
Georgia
$5.16M +$64.8K +1,262 +1%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$4.99M +$4.97M +96,884 New
HWAM
46
Hennion & Walsh Asset Management
New Jersey
$4.82M +$714K +13,909 +17%
WAS
47
WESPAC Advisors SoCal
California
$4.59M -$92.1K -1,795 -2%
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$4.38M -$218K -4,242 -5%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$4.3M +$3.54M +68,912 +471%
Stifel Financial
50
Stifel Financial
Missouri
$4.24M -$6.77K -132 -0.2%

IGLB Hedge Fund Activity: Q1 2024 in Review

187 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2024, worth a combined $1.66B — up 4.2% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGLB positions and 31 closed out — a net gain of 9 holders — while 59 added to existing stakes and 54 trimmed.

The largest buyer was Bank of America, adding an estimated $55.1M. The largest seller was Dai-ichi Life Insurance Company, exiting entirely with an estimated $68.9M sold.

  • 187 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2024, up from 179 in Q4 2023.
  • Funds reported $1.66B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2024, up 4.2% quarter-over-quarter.
  • 40 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2024 and 31 closed out, a net change of +9 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2024 was Bank of America, an estimated $55.1M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2024 was Dai-ichi Life Insurance Company, an estimated $68.9M sold.

Based on aggregated 13F filings for Q1 2024.