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iShares 10+ Year Investment Grade Corporate Bond ETF

226 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, 80 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 17

71% more capital invested

Capital invested by funds: $1.94B → $3.31B (+$1.37B)

70% more call options, than puts

Call options by funds: $5.18M | Put options by funds: $3.05M

43% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 56

16% more funds holding

Funds holding: 194226 (+32)

2.57% more ownership

Funds ownership: 67.06%69.63% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
226
Holders Change
+32
Holders Change %
+16.49%
% of All Funds
2.98%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
53
Increased
80
Reduced
56
Closed
17
Calls
$5.18M
Puts
$3.05M
Net Calls
+$2.14M
Net Calls Change
+$452K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$6.3M +$2.09M +40,650 +47%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$6.02M +$3.1M +60,340 +98%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$5.97M +$3.11M +60,647 +101%
ACM
54
Advisors Capital Management
New Jersey
$5.67M -$14.7M -286,693 -71%
CFG
55
Cosner Financial Group
Colorado
$5.45M +$807K +15,725 +17%
UCFA
56
United Capital Financial Advisors
Texas
$5.41M +$5.62M +109,602 New
DC
57
Destiny Capital
Colorado
$5.36M -$62.8K -1,223 -1%
IWC
58
Integrated Wealth Concepts
Massachusetts
$5.32M +$2.04M +39,717 +58%
Citadel Advisors
59
Citadel Advisors
Florida
$5.15M +$5.35M +104,222 New
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$4.94M +$300K +5,844 +6%
SFG
61
Shum Financial Group
California
$4.83M -$30K -585 -0.6%
Stifel Financial
62
Stifel Financial
Missouri
$4.57M -$1.82M -35,416 -28%
AWS
63
Atria Wealth Solutions
New York
$4.05M +$2.64M +51,426 +169%
PFA
64
Pinnacle Family Advisors
Missouri
$3.67M +$24K +467 +0.6%
IRC
65
Investors Research Corp
Georgia
$3.24M +$393K +7,654 +13%
KAS
66
Kestra Advisory Services
Texas
$3.09M +$3.21M +62,606 New
DADC
67
D.A. Davidson & Co
Montana
$2.95M +$3.07M +59,810 New
DFG
68
Delta Financial Group
New Jersey
$2.92M +$3.03M +59,043 New
VFPW
69
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.76M +$1.14M +22,228 +66%
CCA
70
Checchi Capital Advisers
California
$2.63M +$233K +4,534 +9%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$2.44M -$6.66M -129,726 -72%
GWM
72
GSB Wealth Management
Connecticut
$2.33M -$1.05M -20,373 -30%
TAM
73
Titleist Asset Management
Texas
$2.32M +$2.41M +46,909 New
FFA
74
Farther Finance Advisors
California
$2.25M +$2.34M +45,519 +59,116%
Fidelity International
75
Fidelity International
Bermuda
$2.22M +$2.31M +45,010 New

IGLB Hedge Fund Activity: Q4 2024 in Review

226 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2024, worth a combined $3.31B — up 71% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IGLB positions and 17 closed out — a net gain of 36 holders — while 80 added to existing stakes and 56 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $56.2M. The largest seller was Ameriprise, cutting an estimated $57.7M.

  • 226 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $3.31B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2024, up 71% quarter-over-quarter.
  • 53 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2024 and 17 closed out, a net change of +36 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $56.2M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2024 was Ameriprise, an estimated $57.7M sold.

Based on aggregated 13F filings for Q4 2024.