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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
PFA
51
Pinnacle Family Advisors
Missouri
$3.52M -$260K -5,365 -7%
GWM
52
GSB Wealth Management
Connecticut
$2.91M -$38.9K -805 -1%
CCA
53
Checchi Capital Advisers
California
$2.68M +$1.01M +20,954 +70%
IRC
54
Investors Research Corp
Georgia
$2.21M +$152K +3,136 +8%
RFC
55
Regions Financial Corp
Alabama
$2.09M – – –
AC
56
Allstate Corporation
Illinois
$1.88M – – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$1.88M +$1.68M +34,823 +3,926%
SFA
58
Source Financial Advisors
New York
$1.74M -$20K -414 -1%
GM
59
GeoWealth Management
Illinois
$1.74M -$20K -414 -1%
IWC
60
Integrated Wealth Concepts
Massachusetts
$1.72M +$359K +7,426 +29%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$1.7M +$144K +2,977 +10%
GC
62
GFG Capital
Florida
$1.62M +$1.49M +30,738 New
IDBONY
63
Israel Discount Bank of New York
New York
$1.48M -$53.2K -1,099 -4%
Jane Street
64
Jane Street
New York
$1.37M -$3.57M -73,853 -74%
CA
65
Cetera Advisors
Colorado
$1.35M +$809K +16,729 +190%
1WM
66
1900 Wealth Management
Texas
$1.34M -$1.01M -20,844 -45%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$1.23M – – –
AWS
68
Atria Wealth Solutions
New York
$1.19M -$436K -9,016 -29%
AAS
69
Avantax Advisory Services
Texas
$1.12M -$19K -392 -2%
CFGS
70
Concourse Financial Group Securities
Alabama
$1.08M +$33.4K +691 +3%
FA
71
FDx Advisors
Illinois
$1M -$56.3K -1,164 -6%
BCP
72
Berkeley Capital Partners
Georgia
$993K +$911K +18,838 New
WS
73
Wedbush Securities
California
$979K -$26.3K -544 -3%
AWM
74
AE Wealth Management
Kansas
$904K +$132K +2,734 +18%
LA
75
LexAurum Advisors
Kansas
$851K +$169K +3,500 +28%
1 2
3
4 5

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.