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iShares 10+ Year Investment Grade Corporate Bond ETF

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: 194226 (+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: 1212 (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
Name Holding Trade Value Shares
Change
Change in
Stake
RTC
101
Real Talk Capital
Tennessee
$1.04M +$1.08M +20,961 New
Invesco
102
Invesco
Georgia
$999K -$4.18M -81,492 -80%
IWM
103
IHT Wealth Management
Illinois
$943K +$48.7K +949 +5%
BCP
104
Berkeley Capital Partners
Georgia
$919K +$821 +16 +0.1%
HIP
105
HUB Investment Partners
Texas
$909K +$944K +18,400 New
TFA
106
Tranquilli Financial Advisor
New Jersey
$895K +$438K +8,536 +89%
SC
107
Savant Capital
Illinois
$879K +$913K +17,787 New
GM
108
GeoWealth Management
Illinois
$865K +$13.5K +264 +2%
VA
109
Valmark Advisers
Ohio
$833K -$345K -6,716 -28%
MA
110
MCF Advisors
Kentucky
$799K +$107K +2,091 +15%
FA
111
FDx Advisors
Illinois
$798K -$25.2K -491 -3%
PFS
112
Prospera Financial Services
Texas
$759K +$788K +15,349 New
Comerica Bank
113
Comerica Bank
Texas
$752K -$62.3K -1,215 -7%
OP
114
ORG Partners
Indiana
$744K +$773K +15,055 New
AIA
115
AssuredPartners Investment Advisors
Florida
$743K +$772K +15,040 New
GDP
116
Great Diamond Partners
Maine
$741K -$7.85K -153 -1%
WS
117
Wedbush Securities
California
$718K -$225K -4,394 -23%
OSAM
118
O'Shaughnessy Asset Management
Connecticut
$672K +$60.1K +1,171 +9%
Lido Advisors
119
Lido Advisors
California
$547K +$74.7K +1,456 +15%
AAS
120
Avantax Advisory Services
Texas
$521K -$324K -6,318 -37%
AFG
121
Atomi Financial Group
New York
$520K +$60.4K +1,177 +13%
CFGS
122
Concourse Financial Group Securities
Alabama
$519K -$257K -5,006 -32%
SPIA
123
Steward Partners Investment Advisory
New York
$479K +$473K +9,210 +1,923%
SFG
124
Sovereign Financial Group
Connecticut
$452K +$470K +9,156 New
Jones Financial Companies
125
Jones Financial Companies
Missouri
$451K +$335K +6,529 +251%

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.