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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
CAN
51
Cetera Advisor Networks
California
$4.18M +$374K +7,281 +10%
AWS
52
Atria Wealth Solutions
New York
$4.06M +$2.88M +56,173 +248%
Capstone Investment Advisors
53
Capstone Investment Advisors
New York
$3.99M -$2.88M -56,100 -42%
Osaic Holdings
54
Osaic Holdings
Arizona
$3.82M -$6.68M -130,246 -64%
PR
55
Payden & Rygel
California
$3.71M
PRIG
56
Payden & Rygel Investment Group
California
$3.71M +$3.7M +72,080 New
IWC
57
Integrated Wealth Concepts
Massachusetts
$3.49M +$1.8M +35,009 +107%
PFA
58
Pinnacle Family Advisors
Missouri
$3.35M -$100K -1,949 -3%
GWM
59
GSB Wealth Management
Connecticut
$3.29M +$437K +8,520 +15%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$3.13M +$3.11M +60,678 New
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$3.13M +$3.11M +60,678 New
FTUS
62
Flow Traders U.S.
New York
$2.7M +$2.69M +52,385 New
CCA
63
Checchi Capital Advisers
California
$2.65M +$36.3K +708 +1%
IRC
64
Investors Research Corp
Georgia
$2.32M +$163K +3,168 +8%
TW
65
Trajan Wealth
Arizona
$2.07M +$2.06M +40,198 New
CA
66
Cetera Advisors
Colorado
$2.03M +$715K +13,924 +54%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$1.91M +$1.9M +37,085 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$1.67M -$166K -3,238 -9%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$1.66M -$2K -39 -0.1%
IDBONY
70
Israel Discount Bank of New York
New York
$1.25M -$191K -3,718 -13%
SA
71
Strategic Advocates
Utah
$1.12M -$6.31M -122,972 -85%
WA
72
Wambolt & Associates
Colorado
$1.05M +$316K +6,158 +42%
LA
73
LexAurum Advisors
Kansas
$1.04M +$205K +4,000 +25%
MA
74
MCF Advisors
Kentucky
$1.02M +$456K +8,880 +82%
BCP
75
Berkeley Capital Partners
Georgia
$972K +$1.39K +27 +0.1%

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.