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iShares 10+ Year Investment Grade Corporate Bond ETF

194 hedge funds and large institutions have $1.94B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

47% more call options, than puts

Call options by funds: $5.3M | Put options by funds: $3.61M

33% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 55

24% more capital invested

Capital invested by funds: $1.56B → $1.94B (+$375M)

9% more funds holding

Funds holding: 178194 (+16)

2.5% less ownership

Funds ownership: 69.56%67.06% (-2.5%)

Holders
194
Holders Change
+16
Holders Change %
+8.99%
% of All Funds
2.79%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
40
Increased
73
Reduced
55
Closed
23
Calls
$5.3M
Puts
$3.61M
Net Calls
+$1.68M
Net Calls Change
-$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
26
Allspring Global Investments
North Carolina
$18.8M -$991K -19,000 -5%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$18.2M +$1.53M +29,358 +9%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$15.7M +$1.47M +28,275 +11%
MML Investors Services
29
MML Investors Services
Massachusetts
$15.4M -$2.75M -52,757 -16%
SLWA
30
San Luis Wealth Advisors
California
$14.7M +$14.3M +274,063 New
Truist Financial
31
Truist Financial
North Carolina
$13.6M -$7.77M -149,012 -37%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$13.5M -$1.17M -22,409 -8%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$12.4M +$3.61M +69,285 +43%
KFAA
34
Klaas Financial Asset Advisors
Illinois
$11M +$86.8K +1,664 +0.8%
FEG
35
Fund Evaluation Group
Ohio
$10.8M +$7.92M +151,850 +301%
HI
36
Horizon Investments
North Carolina
$10.3M +$125K +2,392 +1%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$10.2M -$332K -6,368 -3%
MSWM
38
Mader & Shannon Wealth Management
Missouri
$10.2M +$9.88M +189,429 New
Jane Street
39
Jane Street
New York
$9.94M +$9.04M +173,345 +1,430%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$9.59M +$230K +4,408 +3%
WAS
41
WESPAC Advisors SoCal
California
$9.27M +$2.74M +52,450 +44%
RFC
42
Regions Financial Corp
Alabama
$8.56M +$8.33M +159,643 New
SW
43
SlateStone Wealth
Florida
$8.15M -$321K -6,146 -4%
Osaic Holdings
44
Osaic Holdings
Arizona
$7.59M +$2.93M +56,156 +66%
EFM
45
Eley Financial Management
Vermont
$7.12M +$92.8K +1,779 +1%
F4L
46
Fortune 45 LLC
Louisiana
$7.05M +$6.86M +131,468 New
CWA
47
Carolina Wealth Advisors
South Carolina
$6.89M -$142K -2,718 -2%
Stifel Financial
48
Stifel Financial
Missouri
$6.85M +$1.81M +34,602 +37%
HWAM
49
Hennion & Walsh Asset Management
New Jersey
$6.19M +$735K +14,091 +14%
AC
50
Allstate Corporation
Illinois
$5.97M -$3.11M -59,544 -35%

IGLB Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2024, worth a combined $1.94B — up 24% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGLB positions and 23 closed out — a net gain of 17 holders — while 73 added to existing stakes and 55 trimmed.

The largest buyer was Legal & General Group, opening a new position worth an estimated $46.8M. The largest seller was BlackRock, cutting an estimated $62.7M.

  • 194 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2024, up from 178 in Q2 2024.
  • Funds reported $1.94B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2024, up 24% quarter-over-quarter.
  • 40 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2024 and 23 closed out, a net change of +17 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2024 was Legal & General Group, an estimated $46.8M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2024 was BlackRock, an estimated $62.7M sold.

Based on aggregated 13F filings for Q3 2024.