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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
DC
51
Destiny Capital
Colorado
$5.59M +$187K +3,589 +3%
KeyBank National Association
52
KeyBank National Association
Ohio
$5.47M -$1.41M -26,999 -21%
Invesco
53
Invesco
Georgia
$5.45M -$39.3K -754 -0.7%
Squarepoint
54
Squarepoint
New York
$5.24M +$3.76M +72,038 +280%
CFG
55
Cosner Financial Group
Colorado
$5.07M +$4.94M +94,664 New
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$5.05M +$4.91M +94,166 New
SFG
57
Shum Financial Group
California
$4.98M +$5.13M +98,422 New
Capstone Investment Advisors
58
Capstone Investment Advisors
New York
$4.73M +$610K +11,700 +15%
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$4.66M +$39.4K +755 +0.9%
PFPT
60
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.05M +$3.94M +75,612 New
PFA
61
Pinnacle Family Advisors
Missouri
$3.96M -$66.6K -1,277 -2%
IWC
62
Integrated Wealth Concepts
Massachusetts
$3.64M +$20.8K +398 +0.6%
GWM
63
GSB Wealth Management
Connecticut
$3.62M +$30.9K +593 +0.9%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$3.3M +$567K +10,876 +21%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$3.22M -$205K -3,922 -6%
IRC
66
Investors Research Corp
Georgia
$3.1M +$360K +6,901 +14%
PAG
67
Private Advisor Group
New Jersey
$3.1M +$1.58M +30,312 +110%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$2.82M -$638K -12,223 -19%
CCA
69
Checchi Capital Advisers
California
$2.61M +$13.1K +251 +0.5%
LSIA
70
LaSalle St. Investment Advisors
Illinois
$2.32M +$1.28M +24,446 +130%
IDBONY
71
Israel Discount Bank of New York
New York
$2.04M +$1.09M +20,986 +123%
DLCIG
72
D.L. Carlson Investment Group
New Hampshire
$1.94M
BRWA
73
B. Riley Wealth Advisors
Florida
$1.86M +$20.6K +395 +1%
TW
74
Trajan Wealth
Arizona
$1.82M -$193K -3,692 -10%
VFPW
75
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.8M +$1.27M +24,303 +263%

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.