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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

226 hedge funds and large institutions have $3.31B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 80 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 17

71% more capital invested

Capital invested by funds: $1.94B → $3.31B (+$1.37B)

70% more call options, than puts

Call options by funds: $5.18M | Put options by funds: $3.05M

43% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 56

16% more funds holding

Funds holding: 194 → 226 (+32)

2.57% more ownership

Funds ownership: 67.06% → 69.63% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

Holders
226
Holders Change
+32
Holders Change %
+16.49%
% of All Funds
2.98%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
53
Increased
80
Reduced
56
Closed
17
Calls
$5.18M
Puts
$3.05M
Net Calls
+$2.14M
Net Calls Change
+$452K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$56.2M
2
Bank of America
Bank of America
North Carolina
+$33.3M
3
KIM
Kestra Investment Management
Texas
+$32.9M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$21.6M
5
AssetMark Inc
AssetMark Inc
California
+$13.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$57.7M
2
BlackRock
BlackRock
New York
-$47.8M
3
ACM
Advisors Capital Management
New Jersey
-$14.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$12M
5
MWM
Mittelman Wealth Management
Massachusetts
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSIA
76
LaSalle St. Investment Advisors
Illinois
$2.16M +$24.9K +485 +1%
PAG
77
Private Advisor Group
New Jersey
$2.13M -$755K -14,722 -25%
TW
78
Trajan Wealth
Arizona
$1.8M +$130K +2,536 +7%
DLCIG
79
D.L. Carlson Investment Group
New Hampshire
$1.79M – – –
PFPT
80
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.72M -$2.1M -40,861 -54%
IDBONY
81
Israel Discount Bank of New York
New York
$1.7M -$182K -3,551 -9%
LA
82
LexAurum Advisors
Kansas
$1.57M – – –
BRWA
83
B. Riley Wealth Advisors
Florida
$1.54M -$192K -3,746 -11%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$1.53M +$64.5K +1,257 +4%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$1.5M -$1.14M -22,309 -42%
GRP
86
Global Retirement Partners
California
$1.45M +$205K +3,998 +16%
US Bancorp
87
US Bancorp
Minnesota
$1.36M +$25.2K +491 +2%
RCM
88
RMR Capital Management
California
$1.36M +$660K +12,862 +88%
PCM
89
Prelude Capital Management
New York
$1.18M +$1.23M +23,910 New
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$1.18M +$1.23M +23,880 New
PSB
91
Passumpsic Savings Bank
Vermont
$1.18M +$122K +2,377 +11%
GVCM
92
Global View Capital Management
Wisconsin
$1.17M +$1.22M +23,730 New
WA
93
Wambolt & Associates
Colorado
$1.17M -$32.8K -639 -3%
NWMP
94
Noble Wealth Management PBC
Colorado
$1.16M +$1.2M +23,422 New
PAS
95
Park Avenue Securities
New York
$1.13M +$1.18M +22,946 New
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$1.12M +$56.2K +1,095 +5%
VFA
97
Voya Financial Advisors
Connecticut
$1.11M +$844K +16,446 +280%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$1.1M +$201K +3,922 +21%
Wealthfront Advisers
99
Wealthfront Advisers
California
$1.07M +$337K +6,567 +44%
JIR
100
James Investment Research
Ohio
$1.04M +$711K +13,855 +192%
2 3
4
5 6

IGLB Hedge Fund Activity: Q4 2024 in Review

226 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2024, worth a combined $3.31B — up 71% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IGLB positions and 17 closed out — a net gain of 36 holders — while 80 added to existing stakes and 56 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $56.2M. The largest seller was Ameriprise, cutting an estimated $57.7M.

  • 226 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $3.31B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2024, up 71% quarter-over-quarter.
  • 53 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2024 and 17 closed out, a net change of +36 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $56.2M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2024 was Ameriprise, an estimated $57.7M sold.

Based on aggregated 13F filings for Q4 2024.