We are live on ! Find out more
IGLB icon

iShares 10+ Year Investment Grade Corporate Bond ETF

219 hedge funds and large institutions have $1.95B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.46% more ownership

Funds ownership: 69.63%72.09% (+2.5%)

7% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $2.44M

6% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 78

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

3% less funds holding

Funds holding: 226219 (-7)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

41% less capital invested

Capital invested by funds: $3.31B → $1.95B (-$1.36B)

Holders
219
Holders Change
-7
Holders Change %
-3.1%
% of All Funds
2.94%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
24
Increased
83
Reduced
78
Closed
25
Calls
$2.61M
Puts
$2.44M
Net Calls
+$176K
Net Calls Change
-$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
NWMP
101
Noble Wealth Management PBC
Colorado
$965K -$210K -4,202 -18%
BCP
102
Berkeley Capital Partners
Georgia
$933K -$1.95K -39 -0.2%
HIP
103
HUB Investment Partners
Texas
$924K
GM
104
GeoWealth Management
Illinois
$917K +$37.1K +743 +4%
VA
105
Valmark Advisers
Ohio
$894K +$46.6K +933 +6%
AIA
106
AssuredPartners Investment Advisors
Florida
$800K +$44.7K +895 +6%
FA
107
FDx Advisors
Illinois
$788K -$22.5K -450 -3%
SC
108
Savant Capital
Illinois
$782K -$111K -2,219 -12%
ASN
109
Advisory Services Network
Georgia
$765K +$529K +10,600 +229%
PFS
110
Prospera Financial Services
Texas
$748K -$23K -461 -3%
OP
111
ORG Partners
Indiana
$744K -$12.5K -250 -2%
Comerica Bank
112
Comerica Bank
Texas
$744K -$21.1K -423 -3%
FPAS
113
Focus Partners Advisor Solutions
Missouri
$727K +$476K +9,543 +194%
GWM
114
Geneos Wealth Management
Colorado
$674K +$317K +6,354 +90%
AWM
115
AE Wealth Management
Kansas
$662K +$655K +13,117 +18,739%
WS
116
Wedbush Securities
California
$655K -$75.2K -1,506 -10%
SAM
117
Strive Asset Management
Ohio
$618K +$614K +12,296 New
GS
118
GTS Securities
New York
$607K +$603K +12,089 New
DC
119
Destiny Capital
Colorado
$564K -$4.85M -97,260 -90%
TCM
120
Thoma Capital Management
Maryland
$542K +$203K +4,076 +61%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$527K -$991K -19,857 -65%
SW
122
SoFi Wealth
California
$526K +$357K +7,152 +215%
Jones Financial Companies
123
Jones Financial Companies
Missouri
$478K +$21.7K +434 +5%
CIA
124
Concurrent Investment Advisors
Florida
$445K +$113K +2,269 +34%
KPWS
125
Kestra Private Wealth Services
Texas
$443K +$83.2K +1,668 +23%

IGLB Hedge Fund Activity: Q1 2025 in Review

219 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2025, worth a combined $1.95B — down 41% from $3.31B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IGLB and 24 opened new positions — a net loss of 1 holder — while 78 trimmed existing stakes and 83 added.

The largest buyer was Gallagher Fiduciary Advisors, opening a new position worth an estimated $22.2M. The largest seller was Legal & General Group, cutting an estimated $27.8M.

  • 219 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2025, down from 226 in Q4 2024.
  • Funds reported $1.95B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2025, down 41% quarter-over-quarter.
  • 24 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2025 and 25 closed out, a net change of -1 holder.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2025 was Gallagher Fiduciary Advisors, an estimated $22.2M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2025 was Legal & General Group, an estimated $27.8M sold.

Based on aggregated 13F filings for Q1 2025.