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iShares 10+ Year Investment Grade Corporate Bond ETF

194 hedge funds and large institutions have $1.94B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

47% more call options, than puts

Call options by funds: $5.3M | Put options by funds: $3.61M

33% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 55

24% more capital invested

Capital invested by funds: $1.56B → $1.94B (+$375M)

9% more funds holding

Funds holding: 178194 (+16)

2.5% less ownership

Funds ownership: 69.56%67.06% (-2.5%)

Holders
194
Holders Change
+16
Holders Change %
+8.99%
% of All Funds
2.79%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
40
Increased
73
Reduced
55
Closed
23
Calls
$5.3M
Puts
$3.61M
Net Calls
+$1.68M
Net Calls Change
-$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
76
LexAurum Advisors
Kansas
$1.7M +$396K +7,600 +31%
Renaissance Technologies
77
Renaissance Technologies
New York
$1.69M +$1.31M +25,200 +400%
AWS
78
Atria Wealth Solutions
New York
$1.63M +$237K +4,536 +17%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$1.59M -$61.8K -1,184 -4%
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$1.55M +$210K +4,026 +16%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$1.52M -$36.2K -693 -2%
FTUS
82
Flow Traders U.S.
New York
$1.48M +$1.44M +27,546 New
US Bancorp
83
US Bancorp
Minnesota
$1.45M +$216K +4,143 +18%
GRP
84
Global Retirement Partners
California
$1.36M +$445K +8,521 +51%
JWCA
85
J.W. Cole Advisors
Florida
$1.34M +$1.3M +25,000 New
WA
86
Wambolt & Associates
Colorado
$1.31M +$102K +1,958 +9%
VA
87
Valmark Advisers
Ohio
$1.26M +$1.23M +23,580 New
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$1.15M -$85.2K -1,634 -7%
PSB
89
Passumpsic Savings Bank
Vermont
$1.15M +$1.12M +21,416 New
AWA
90
Acorn Wealth Advisors
Michigan
$1.02M +$996K +19,097 New
WS
91
Wedbush Securities
California
$1.01M -$181K -3,468 -15%
BCP
92
Berkeley Capital Partners
Georgia
$996K +$1.36K +26 +0.1%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$978K +$952K +18,253 New
IWM
94
IHT Wealth Management
Illinois
$972K +$946K +18,136 New
SFA
95
Source Financial Advisors
New York
$924K -$82.2K -1,575 -8%
GM
96
GeoWealth Management
Illinois
$924K -$82.2K -1,575 -8%
PA
97
PFG Advisors
Arizona
$923K +$898K +17,222 New
AAS
98
Avantax Advisory Services
Texas
$904K +$125K +2,388 +16%
FA
99
FDx Advisors
Illinois
$891K -$91.4K -1,753 -10%
Comerica Bank
100
Comerica Bank
Texas
$881K +$30.7K +589 +4%

IGLB Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2024, worth a combined $1.94B — up 24% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGLB positions and 23 closed out — a net gain of 17 holders — while 73 added to existing stakes and 55 trimmed.

The largest buyer was Legal & General Group, opening a new position worth an estimated $46.8M. The largest seller was BlackRock, cutting an estimated $62.7M.

  • 194 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2024, up from 178 in Q2 2024.
  • Funds reported $1.94B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2024, up 24% quarter-over-quarter.
  • 40 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2024 and 23 closed out, a net change of +17 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2024 was Legal & General Group, an estimated $46.8M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2024 was BlackRock, an estimated $62.7M sold.

Based on aggregated 13F filings for Q3 2024.