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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
CFGS
101
Concourse Financial Group Securities
Alabama
$829K +$1.25K +24 +0.2%
GDP
102
Great Diamond Partners
Maine
$812K +$28.8K +553 +4%
Wealthfront Advisers
103
Wealthfront Advisers
California
$805K -$37.7K -722 -5%
RCM
104
RMR Capital Management
California
$786K
MA
105
MCF Advisors
Kentucky
$755K -$295K -5,661 -29%
OMC
106
Old Mission Capital
Illinois
$714K -$767K -14,695 -52%
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$649K +$71.4K +1,368 +12%
AWM
108
AE Wealth Management
Kansas
$630K +$11.5K +221 +2%
SS
109
Sunbelt Securities
Texas
$625K +$427K +8,185 +236%
FPAS
110
Focus Partners Advisor Solutions
Missouri
$599K +$156K +2,983 +36%
SA
111
Strategic Advocates
Utah
$538K +$198K +3,786 +60%
Lido Advisors
112
Lido Advisors
California
$516K -$274K -5,251 -35%
TFA
113
Tranquilli Financial Advisor
New Jersey
$513K -$14.7K -282 -3%
AFG
114
Atomi Financial Group
New York
$501K +$38.7K +742 +9%
NB
115
NBT Bank
New York
$474K -$30.8K -590 -6%
1WM
116
1900 Wealth Management
Texas
$468K -$29.3K -561 -6%
SAS
117
Sage Advisory Services
Texas
$447K
MW
118
Marcum Wealth
Ohio
$435K -$224K -4,289 -35%
TPA
119
Trivium Point Advisory
Connecticut
$411K +$424K +8,131 New
CPP
120
Capasso Planning Partners
South Carolina
$390K +$379K +7,273 New
JIR
121
James Investment Research
Ohio
$386K -$23.7K -455 -6%
BCM
122
Brookstone Capital Management
Illinois
$374K +$364K +6,972 New
CIA
123
Concurrent Investment Advisors
Florida
$352K +$343K +6,573 New
MCWA
124
Meadow Creek Wealth Advisors
Georgia
$347K -$2.61K -50 -0.8%
VFA
125
Voya Financial Advisors
Connecticut
$315K +$44.4K +852 +17%

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.