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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
Citadel Advisors
101
Citadel Advisors
Florida
$332K +$230K +4,749 +306%
CGFA
102
Colton Groome Financial Advisors
North Carolina
$332K +$305K +6,296 New
OWA
103
Octavia Wealth Advisors
Ohio
$323K +$296K +6,128 New
FFS
104
Founders Financial Securities
Maryland
$322K +$296K +6,115 New
JIR
105
James Investment Research
Ohio
$313K +$288K +5,947 New
BRWA
106
B. Riley Wealth Advisors
Florida
$286K +$262K +5,420 New
WCM
107
Winthrop Capital Management
Indiana
$285K +$262K +5,414 New
PG
108
Patten Group
Tennessee
$272K +$25.6K +530 +11%
CCM
109
Crabel Capital Management
California
$265K +$243K +5,030 New
VFA
110
Voya Financial Advisors
Connecticut
$262K -$10.6K -219 -4%
SIS
111
Sound Income Strategies
Florida
$260K -$37.2K -769 -13%
MWP
112
Madison Wealth Partners
Wisconsin
$251K – – –
GWMR
113
GC Wealth Management RIA
Massachusetts
$248K +$227K +4,700 New
CGA
114
Crescent Grove Advisors
Illinois
$245K +$225K +4,641 New
Wealthfront Advisers
115
Wealthfront Advisers
California
$243K -$324K -6,700 -59%
SFG
116
Sovereign Financial Group
Connecticut
$225K +$207K +4,274 New
RIA
117
Regal Investment Advisors
Michigan
$223K -$3.16M -65,412 -94%
WA
118
WESPAC Advisors
California
$221K +$202K +4,185 New
HI
119
Harbour Investments
Wisconsin
$220K +$2.27K +47 +1%
NFG
120
Northeast Financial Group
Pennsylvania
$217K +$200K +4,127 New
Tudor Investment Corp
121
Tudor Investment Corp
Connecticut
$216K +$199K +4,105 New
RF
122
RHS Financial
California
$211K +$193K +3,998 New
MMA
123
Miracle Mile Advisors
California
$202K -$119K -2,450 -39%
SS
124
Sunbelt Securities
Texas
$194K -$5.95K -123 -3%
HWM
125
Horizons Wealth Management
North Carolina
$184K -$167K -3,461 -50%
3 4
5
6 7

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.