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iShares 10+ Year Investment Grade Corporate Bond ETF

219 hedge funds and large institutions have $1.95B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.46% more ownership

Funds ownership: 69.63%72.09% (+2.5%)

7% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $2.44M

6% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 78

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

3% less funds holding

Funds holding: 226219 (-7)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

41% less capital invested

Capital invested by funds: $3.31B → $1.95B (-$1.36B)

Holders
219
Holders Change
-7
Holders Change %
-3.1%
% of All Funds
2.94%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
24
Increased
83
Reduced
78
Closed
25
Calls
$2.61M
Puts
$2.44M
Net Calls
+$176K
Net Calls Change
-$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
51
Carolina Wealth Advisors
South Carolina
$6.75M +$303K +6,070 +5%
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$6.72M +$308K +6,175 +5%
CFG
53
Cosner Financial Group
Colorado
$5.95M +$401K +8,029 +7%
CWM
54
Congress Wealth Management
Massachusetts
$5.92M +$5.89M +118,038 New
UCFA
55
United Capital Financial Advisors
Texas
$5.28M -$220K -4,409 -4%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$5.01M -$15.5K -310 -0.3%
SFG
57
Shum Financial Group
California
$4.95M +$34.3K +687 +0.7%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$4.75M -$1.31M -26,176 -22%
IRC
59
Investors Research Corp
Georgia
$3.81M +$521K +10,442 +16%
KAS
60
Kestra Advisory Services
Texas
$3.8M +$652K +13,058 +21%
QC
61
Quadrature Capital
United Kingdom
$3.79M +$3.77M +75,466 New
PFA
62
Pinnacle Family Advisors
Missouri
$3.73M -$848 -17 -0%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$3.66M +$1.18M +23,556 +48%
DADC
64
D.A. Davidson & Co
Montana
$3.24M +$237K +4,749 +8%
DFG
65
Delta Financial Group
New Jersey
$2.95M -$1.25K -25 -0%
DZ Bank
66
DZ Bank
Germany
$2.8M +$2.78M +55,793 New
CA
67
CoreCap Advisors
Michigan
$2.74M +$2.7M +54,139 +11,795%
CCA
68
Checchi Capital Advisers
California
$2.68M +$8.98K +180 +0.3%
TAM
69
Titleist Asset Management
Texas
$2.49M +$131K +2,621 +6%
OMC
70
Old Mission Capital
Illinois
$2.41M +$2.4M +48,006 New
LSIA
71
LaSalle St. Investment Advisors
Illinois
$2.36M +$167K +3,339 +8%
TW
72
Trajan Wealth
Arizona
$2.36M +$526K +10,546 +29%
PAG
73
Private Advisor Group
New Jersey
$2.18M +$17K +340 +0.8%
AWS
74
Atria Wealth Solutions
New York
$2.13M -$1.97M -39,437 -48%
Goldman Sachs
75
Goldman Sachs
New York
$1.97M +$1.95M +39,121 New

IGLB Hedge Fund Activity: Q1 2025 in Review

219 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2025, worth a combined $1.95B — down 41% from $3.31B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IGLB and 24 opened new positions — a net loss of 1 holder — while 78 trimmed existing stakes and 83 added.

The largest buyer was Gallagher Fiduciary Advisors, opening a new position worth an estimated $22.2M. The largest seller was Legal & General Group, cutting an estimated $27.8M.

  • 219 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2025, down from 226 in Q4 2024.
  • Funds reported $1.95B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2025, down 41% quarter-over-quarter.
  • 24 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2025 and 25 closed out, a net change of -1 holder.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2025 was Gallagher Fiduciary Advisors, an estimated $22.2M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2025 was Legal & General Group, an estimated $27.8M sold.

Based on aggregated 13F filings for Q1 2025.