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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

Overview Fund Activity

225 hedge funds and large institutions have $3.31B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 79 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+32
Holders Change %
+16.58%
% of All Funds
3%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
53
Increased
79
Reduced
56
Closed
17
Calls
$5.18M
Puts
$3.05M
Net Calls
+$2.14M
Net Calls Change
+$452K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$193M
2
Bank of America
2
Bank of America
North Carolina
$145M
3
KIM
3
Kestra Investment Management
Texas
$53.5M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$65.9M
5
AssetMark Inc
5
AssetMark Inc
California
$65.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$60.2M
2
BlackRock
2
BlackRock
New York
$159M
3
ACM
3
Advisors Capital Management
New Jersey
$5.67M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$14.5M
5
MWM
5
Mittelman Wealth Management
Massachusetts
$7.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
26
Horizon Investments
North Carolina
$16.5M +$6.96M +141,511 +73%
Truist Financial
27
Truist Financial
North Carolina
$15.7M +$3.16M +63,969 +25%
SLWA
28
San Luis Wealth Advisors
California
$14.7M +$1.18M +23,973 +9%
MML Investors Services
29
MML Investors Services
Massachusetts
$14.7M +$546K +11,055 +4%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$14.5M -$11.6M -233,869 -44%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$13.2M +$3.8M +76,977 +40%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$12.7M +$201K +4,075 +2%
OIA
33
OneDigital Investment Advisors
Kansas
$10.3M +$10.3M +208,720 New
Osaic Holdings
34
Osaic Holdings
Arizona
$10.2M +$3.24M +65,584 +46%
KFAA
35
Klaas Financial Asset Advisors
Illinois
$10.2M +$114K +2,307 +1%
FEG
36
Fund Evaluation Group
Ohio
$9.99M – – –
Betterment LLC
37
Betterment LLC
New York
$9.32M +$9.32M +188,656 New
AC
38
Allstate Corporation
Illinois
$9.14M +$3.64M +73,750 +66%
EFM
39
Eley Financial Management
Vermont
$9.12M +$2.56M +51,835 +39%
WAS
40
WESPAC Advisors SoCal
California
$8.91M +$363K +7,348 +4%
Jane Street
41
Jane Street
New York
$8.88M -$282K -5,712 -3%
KeyBank National Association
42
KeyBank National Association
Ohio
$8.48M +$3.44M +69,631 +68%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$8.43M -$2.99M -60,545 -26%
RFC
44
Regions Financial Corp
Alabama
$7.89M – – –
MWM
45
Mittelman Wealth Management
Massachusetts
$7.68M -$10.2M -206,166 -57%
SW
46
SlateStone Wealth
Florida
$7.3M -$209K -4,235 -3%
F4L
47
Fortune 45 LLC
Louisiana
$6.93M +$437K +8,841 +7%
MAM
48
Milestone Asset Management
Pennsylvania
$6.87M +$6.87M +139,151 New
HWAM
49
Hennion & Walsh Asset Management
New Jersey
$6.42M +$709K +14,351 +12%
CWA
50
Carolina Wealth Advisors
South Carolina
$6.34M -$10.5K -213 -0.2%
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