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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
JIR
101
James Investment Research
Ohio
$383K -$22.8K -455 -6%
RF
102
RHS Financial
California
$336K -$47.3K -946 -12%
MCWA
103
Meadow Creek Wealth Advisors
Georgia
$326K -$1K -20 -0.3%
Renaissance Technologies
104
Renaissance Technologies
New York
$315K -$85K -1,700 -21%
SA
105
Strategic Advocates
Utah
$313K -$772K -15,444 -71%
GS
106
GTS Securities
New York
$313K +$312K +6,247 New
MC
107
Moors & Cabot
Massachusetts
$273K -$4.15K -83 -1%
BCM
108
Boltwood Capital Management
California
$266K -$125K -2,500 -32%
PG
109
Patten Group
Tennessee
$258K -$500 -10 -0.2%
VFA
110
Voya Financial Advisors
Connecticut
$254K +$10.2K +204 +4%
AFP
111
Ausdal Financial Partners
Iowa
$252K +$252K +5,041 New
GSC
112
Ground Swell Capital
South Carolina
$245K +$245K +4,898 New
FFS
113
Founders Financial Securities
Maryland
$243K -$1.3K -26 -0.5%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$243K +$500 +10 +0.2%
MWP
115
Madison Wealth Partners
Wisconsin
$238K
GWMR
116
GC Wealth Management RIA
Massachusetts
$235K
CGA
117
Crescent Grove Advisors
Illinois
$232K
AWA
118
Arkadios Wealth Advisors
Georgia
$229K +$229K +4,585 New
SIS
119
Sound Income Strategies
Florida
$228K -$18K -360 -7%
BTI
120
Blue Trust Inc
Georgia
$206K
HI
121
Harbour Investments
Wisconsin
$196K -$11.2K -224 -5%
HWM
122
Horizons Wealth Management
North Carolina
$177K
SS
123
Sunbelt Securities
Texas
$174K -$10K -200 -5%
MCA
124
Maryland Capital Advisors
Maryland
$174K
CTC
125
Central Trust Company
Missouri
$168K

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.