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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
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$3.04M
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$3.04M
IRC
53
Investors Research Corp
Georgia
$2.55M +$290K +5,802 +13%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$2.54M -$3.21M -64,180 -56%
CCA
55
Checchi Capital Advisers
California
$2.42M -$155K -3,096 -6%
HF
56
HRT Financial
New York
$2.1M +$2.1M +41,904 New
TW
57
Trajan Wealth
Arizona
$1.88M -$129K -2,584 -6%
DLCIG
58
D.L. Carlson Investment Group
New Hampshire
$1.82M +$1.81M +36,275 New
BRWA
59
B. Riley Wealth Advisors
Florida
$1.73M +$1.73M +34,520 New
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$1.54M -$65.5K -1,309 -4%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1.46M -$169K -3,371 -10%
OMC
62
Old Mission Capital
Illinois
$1.4M +$1.4M +28,024 New
PAG
63
Private Advisor Group
New Jersey
$1.37M +$577K +11,548 +73%
AWS
64
Atria Wealth Solutions
New York
$1.3M -$2.64M -52,850 -67%
Squarepoint
65
Squarepoint
New York
$1.29M +$1.29M +25,752 New
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$1.26M +$854K +17,074 +219%
LA
67
LexAurum Advisors
Kansas
$1.21M +$200K +4,000 +20%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$1.16M -$696K -13,911 -38%
US Bancorp
69
US Bancorp
Minnesota
$1.15M +$222K +4,446 +24%
WS
70
Wedbush Securities
California
$1.12M +$201K +4,016 +22%
WA
71
Wambolt & Associates
Colorado
$1.1M +$78.8K +1,575 +8%
MA
72
MCF Advisors
Kentucky
$988K
SFA
73
Source Financial Advisors
New York
$942K +$133K +2,655 +16%
GM
74
GeoWealth Management
Illinois
$942K +$133K +2,660 +16%
LSIA
75
LaSalle St. Investment Advisors
Illinois
$940K +$256K +5,125 +38%

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.