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iShares 10+ Year Investment Grade Corporate Bond ETF

178 hedge funds and large institutions have $1.56B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

858% more call options, than puts

Call options by funds: $5.03M | Put options by funds: $525K

23% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 53

5% less funds holding

Funds holding: 187178 (-9)

5.7% less ownership

Funds ownership: 75.25%69.56% (-5.7%)

6% less capital invested

Capital invested by funds: $1.66B → $1.56B (-$98.6M)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
178
Holders Change
-9
Holders Change %
-4.81%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
25
Increased
65
Reduced
53
Closed
31
Calls
$5.03M
Puts
$525K
Net Calls
+$4.5M
Net Calls Change
+$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
76
Berkeley Capital Partners
Georgia
$929K -$14.9K -298 -2%
FA
77
FDx Advisors
Illinois
$920K -$17.8K -356 -2%
IDBONY
78
Israel Discount Bank of New York
New York
$854K -$365K -7,289 -30%
GRP
79
Global Retirement Partners
California
$843K -$3.05K -61 -0.4%
Comerica Bank
80
Comerica Bank
Texas
$793K +$91K +1,819 +13%
Wealthfront Advisers
81
Wealthfront Advisers
California
$788K +$525K +10,504 +200%
CFGS
82
Concourse Financial Group Securities
Alabama
$773K -$68.5K -1,369 -8%
Lido Advisors
83
Lido Advisors
California
$744K +$391K +7,809 +110%
RCM
84
RMR Capital Management
California
$734K
GDP
85
Great Diamond Partners
Maine
$731K -$17.3K -345 -2%
AAS
86
Avantax Advisory Services
Texas
$724K -$5.3K -106 -0.7%
AI
87
Atria Investments
North Carolina
$642K +$642K +12,831 New
MW
88
Marcum Wealth
Ohio
$621K +$71.9K +1,437 +13%
Jane Street
89
Jane Street
New York
$607K +$606K +12,126 New
AWM
90
AE Wealth Management
Kansas
$577K -$25.7K -513 -4%
GFA
91
Gallagher Fiduciary Advisors
Illinois
$574K +$46.9K +938 +9%
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$553K +$465K +9,291 +526%
TFA
93
Tranquilli Financial Advisor
New Jersey
$487K +$21.8K +436 +5%
NB
94
NBT Bank
New York
$472K
1WM
95
1900 Wealth Management
Texas
$465K -$193K -3,854 -29%
VFPW
96
Vantage Financial Partners (Wisconsin)
Wisconsin
$463K +$463K +9,249 New
CM
97
Columbus Macro
Pennsylvania
$448K -$15.3K -306 -3%
SAS
98
Sage Advisory Services
Texas
$447K +$1.15K +23 +0.3%
AFG
99
Atomi Financial Group
New York
$431K +$431K +8,612 New
FPAS
100
Focus Partners Advisor Solutions
Missouri
$410K +$410K +8,190 New

IGLB Hedge Fund Activity: Q2 2024 in Review

178 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2024, worth a combined $1.56B — down 5.9% from $1.66B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of IGLB and 25 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 65 added.

The largest buyer was Envestnet Asset Management, adding an estimated $20.9M. The largest seller was BNP Paribas, exiting entirely with an estimated $36.3M sold.

  • 178 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2024, down from 187 in Q1 2024.
  • Funds reported $1.56B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2024, down 5.9% quarter-over-quarter.
  • 25 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2024 and 31 closed out, a net change of -6 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $20.9M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2024 was BNP Paribas, an estimated $36.3M sold.

Based on aggregated 13F filings for Q2 2024.