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iShares 10+ Year Investment Grade Corporate Bond ETF

178 hedge funds and large institutions have $1.56B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

858% more call options, than puts

Call options by funds: $5.03M | Put options by funds: $525K

23% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 53

5% less funds holding

Funds holding: 187178 (-9)

5.7% less ownership

Funds ownership: 75.25%69.56% (-5.7%)

6% less capital invested

Capital invested by funds: $1.66B → $1.56B (-$98.6M)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
178
Holders Change
-9
Holders Change %
-4.81%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
25
Increased
65
Reduced
53
Closed
31
Calls
$5.03M
Puts
$525K
Net Calls
+$4.5M
Net Calls Change
+$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
KFAA
26
Klaas Financial Asset Advisors
Illinois
$10.2M +$839K +16,768 +9%
FEG
27
Fund Evaluation Group
Ohio
$10.1M -$6.12M -122,467 -71%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$9.85M -$817K -16,333 -8%
HI
29
Horizon Investments
North Carolina
$9.49M +$263K +5,267 +3%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$8.74M +$2.82M +56,391 +48%
Kovitz Investment Group Partners
31
Kovitz Investment Group Partners
Illinois
$8.65M +$8.63M +172,538 New
AC
32
Allstate Corporation
Illinois
$8.55M
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$8.1M -$151K -3,010 -2%
SW
34
SlateStone Wealth
Florida
$7.92M -$615K -12,302 -7%
CWA
35
Carolina Wealth Advisors
South Carolina
$6.56M +$383K +7,666 +6%
EFM
36
Eley Financial Management
Vermont
$6.56M +$74.9K +1,498 +1%
KeyBank National Association
37
KeyBank National Association
Ohio
$6.46M +$962K +19,231 +18%
WAS
38
WESPAC Advisors SoCal
California
$6.03M +$1.57M +31,329 +35%
DC
39
Destiny Capital
Colorado
$5.31M +$164K +3,276 +3%
Invesco
40
Invesco
Georgia
$5.13M +$115K +2,293 +2%
HWAM
41
Hennion & Walsh Asset Management
New Jersey
$5.08M +$393K +7,853 +8%
Stifel Financial
42
Stifel Financial
Missouri
$4.67M +$543K +10,860 +13%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$4.31M +$60.6K +1,211 +1%
Osaic Holdings
44
Osaic Holdings
Arizona
$4.27M +$567K +11,330 +15%
Capstone Investment Advisors
45
Capstone Investment Advisors
New York
$3.83M -$45K -900 -1%
PFA
46
Pinnacle Family Advisors
Missouri
$3.76M +$509K +10,175 +16%
IWC
47
Integrated Wealth Concepts
Massachusetts
$3.38M -$6.65K -133 -0.2%
GWM
48
GSB Wealth Management
Connecticut
$3.35M +$159K +3,187 +5%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$3.25M -$13.9M -277,546 -81%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$3.21M -$975K -19,488 -23%

IGLB Hedge Fund Activity: Q2 2024 in Review

178 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2024, worth a combined $1.56B — down 5.9% from $1.66B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of IGLB and 25 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 65 added.

The largest buyer was Envestnet Asset Management, adding an estimated $20.9M. The largest seller was BNP Paribas, exiting entirely with an estimated $36.3M sold.

  • 178 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2024, down from 187 in Q1 2024.
  • Funds reported $1.56B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2024, down 5.9% quarter-over-quarter.
  • 25 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2024 and 31 closed out, a net change of -6 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $20.9M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2024 was BNP Paribas, an estimated $36.3M sold.

Based on aggregated 13F filings for Q2 2024.