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iShares 10+ Year Investment Grade Corporate Bond ETF

187 hedge funds and large institutions have $1.66B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $2.28M

29% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 31

4% more funds holding

Funds holding: 179187 (+8)

9% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 54

4% more capital invested

Capital invested by funds: $1.59B → $1.66B (+$67.7M)

0.1% more ownership

Funds ownership: 75.16%75.25% (+0.1%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
187
Holders Change
+8
Holders Change %
+4.47%
% of All Funds
2.69%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
40
Increased
59
Reduced
54
Closed
31
Calls
$2.95M
Puts
$2.28M
Net Calls
+$675K
Net Calls Change
-$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
76
FDx Advisors
Illinois
$966K -$12.9K -251 -1%
US Bancorp
77
US Bancorp
Minnesota
$954K +$290K +5,650 +44%
WS
78
Wedbush Securities
California
$947K -$9.6K -187 -1%
GRP
79
Global Retirement Partners
California
$871K +$41.9K +817 +5%
CFGS
80
Concourse Financial Group Securities
Alabama
$867K -$191K -3,723 -18%
SFA
81
Source Financial Advisors
New York
$833K -$865K -16,863 -51%
GM
82
GeoWealth Management
Illinois
$833K -$866K -16,868 -51%
PAG
83
Private Advisor Group
New Jersey
$819K +$465K +9,067 +133%
DFG
84
Delta Financial Group
New Jersey
$816K +$813K +15,838 New
GDP
85
Great Diamond Partners
Maine
$770K +$767K +14,946 New
RCM
86
RMR Capital Management
California
$755K +$37K +722 +5%
AAS
87
Avantax Advisory Services
Texas
$751K -$338K -6,595 -31%
Comerica Bank
88
Comerica Bank
Texas
$723K +$73K +1,423 +11%
LSIA
89
LaSalle St. Investment Advisors
Illinois
$703K +$701K +13,664 New
1WM
90
1900 Wealth Management
Texas
$677K -$627K -12,222 -48%
AWM
91
AE Wealth Management
Kansas
$620K -$283K -5,506 -31%
MW
92
Marcum Wealth
Ohio
$565K -$3.03K -59 -0.5%
GFA
93
Gallagher Fiduciary Advisors
Illinois
$542K +$23.5K +457 +5%
NB
94
NBT Bank
New York
$486K
TFA
95
Tranquilli Financial Advisor
New Jersey
$485K -$222K -4,317 -31%
CM
96
Columbus Macro
Pennsylvania
$472K -$180K -3,509 -28%
SAS
97
Sage Advisory Services
Texas
$459K -$31K -604 -6%
JIR
98
James Investment Research
Ohio
$418K +$111K +2,170 +36%
Renaissance Technologies
99
Renaissance Technologies
New York
$412K +$411K +8,000 New
BCM
100
Boltwood Capital Management
California
$403K -$125K -2,440 -24%

IGLB Hedge Fund Activity: Q1 2024 in Review

187 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2024, worth a combined $1.66B — up 4.2% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGLB positions and 31 closed out — a net gain of 9 holders — while 59 added to existing stakes and 54 trimmed.

The largest buyer was Bank of America, adding an estimated $55.1M. The largest seller was Dai-ichi Life Insurance Company, exiting entirely with an estimated $68.9M sold.

  • 187 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2024, up from 179 in Q4 2023.
  • Funds reported $1.66B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2024, up 4.2% quarter-over-quarter.
  • 40 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2024 and 31 closed out, a net change of +9 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2024 was Bank of America, an estimated $55.1M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2024 was Dai-ichi Life Insurance Company, an estimated $68.9M sold.

Based on aggregated 13F filings for Q1 2024.