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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

179 hedge funds and large institutions have $1.59B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $9.89M | Put options by funds: $2.89M

127% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 22

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

18% more funds holding

Funds holding: 152 → 179 (+27)

14% more capital invested

Capital invested by funds: $1.39B → $1.59B (+$201M)

0.11% more ownership

Funds ownership: 75.05% → 75.16% (+0.11%)

2% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 49

Holders
179
Holders Change
+27
Holders Change %
+17.76%
% of All Funds
2.61%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
50
Increased
48
Reduced
49
Closed
22
Calls
$9.89M
Puts
$2.89M
Net Calls
+$7.01M
Net Calls Change
+$1.26M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$71.4M
2
Morgan Stanley
Morgan Stanley
New York
+$23.8M
3
AP
Agilis Partners
Massachusetts
+$22.2M
4
BlackRock
BlackRock
New York
+$19.8M
5
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
+$15.2M

Top Sellers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$116M
2
Bank of America
Bank of America
North Carolina
-$96.7M
3
NI
NYL Investors
New York
-$14.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$9.17M
5
MCC
Money Concepts Capital
Florida
-$7.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
76
Global Retirement Partners
California
$831K +$37K +764 +5%
WA
77
Wambolt & Associates
Colorado
$770K +$707K +14,617 New
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$770K -$85.4K -1,766 -11%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$767K -$22.3K -460 -3%
RCM
80
RMR Capital Management
California
$734K +$674K +13,938 New
TFA
81
Tranquilli Financial Advisor
New Jersey
$724K +$665K +13,740 New
Squarepoint
82
Squarepoint
New York
$708K +$650K +13,440 New
US Bancorp
83
US Bancorp
Minnesota
$678K +$1.45K +30 +0.2%
Comerica Bank
84
Comerica Bank
Texas
$665K -$152K -3,139 -20%
CM
85
Columbus Macro
Pennsylvania
$664K +$613K +12,670 New
MW
86
Marcum Wealth
Ohio
$581K -$5.76K -119 -1%
MA
87
MCF Advisors
Kentucky
$573K – – –
MWA
88
Meridian Wealth Advisors
Texas
$571K +$525K +10,841 New
BCM
89
Boltwood Capital Management
California
$541K -$1.68M -34,800 -77%
GFA
90
Gallagher Fiduciary Advisors
Illinois
$531K -$3.39K -70 -0.7%
SAS
91
Sage Advisory Services
Texas
$501K +$20K +414 +5%
NB
92
NBT Bank
New York
$497K – – –
OMC
93
Old Mission Capital
Illinois
$482K -$798K -16,493 -64%
BAMG
94
Brand Asset Management Group
Missouri
$403K +$370K +7,647 New
IWA
95
Invera Wealth Advisors
Oregon
$397K +$365K +7,536 New
MAWAG
96
Mid-American Wealth Advisory Group
Missouri
$376K -$10.6K -220 -3%
BHPW
97
Beverly Hills Private Wealth
California
$371K +$341K +7,039 New
PAG
98
Private Advisor Group
New Jersey
$360K +$331K +6,836 New
MCWA
99
Meadow Creek Wealth Advisors
Georgia
$346K +$318K +6,564 New
HH
100
Hilltop Holdings
Texas
$340K -$86.9K -1,796 -22%
2 3
4
5 6

IGLB Hedge Fund Activity: Q4 2023 in Review

179 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2023, worth a combined $1.59B — up 14% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IGLB positions and 22 closed out — a net gain of 28 holders — while 48 added to existing stakes and 49 trimmed.

The largest buyer was Ameriprise, adding an estimated $71.4M. The largest seller was Liberty Mutual Group Asset Management, exiting entirely with an estimated $116M sold.

  • 179 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2023, up from 152 in Q3 2023.
  • Funds reported $1.59B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2023, up 14% quarter-over-quarter.
  • 50 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2023 and 22 closed out, a net change of +28 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2023 was Ameriprise, an estimated $71.4M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2023 was Liberty Mutual Group Asset Management, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2023.