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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
MCA
126
Maryland Capital Advisors
Maryland
$174K +$160K +3,297 New
RFS
127
Richardson Financial Services
Massachusetts
$171K +$157K +3,244 New
CTC
128
Central Trust Company
Missouri
$157K +$145K +2,989 New
SWM
129
Spire Wealth Management
Virginia
$149K -$15.6K -322 -10%
ASN
130
Advisory Services Network
Georgia
$124K +$114K +2,358 New
PPC
131
Park Place Capital
Alabama
$115K – – –
OSAM
132
O'Shaughnessy Asset Management
Connecticut
$86.1K -$309K -6,392 -80%
National Bank of Canada
133
National Bank of Canada
Quebec, Canada
$65K +$60.2K +1,244 New
PP
134
PrairieView Partners
Minnesota
$55K – – –
CFD
135
Creative Financial Designs
Indiana
$49.1K -$532 -11 -1%
FFA
136
Founders Financial Alliance
North Carolina
$46.4K +$677 +14 +2%
SA
137
Scarborough Advisors
Maryland
$43K +$39.5K +816 New
GWM
138
Geneos Wealth Management
Colorado
$30.9K +$242 +5 +0.9%
RFG
139
REAP Financial Group
Texas
$28.6K +$26.2K +542 New
NMM
140
Naples Money Management
Florida
$26.3K +$24.2K +500 New
SPIA
141
Steward Partners Investment Advisory
New York
$25.3K -$271K -5,600 -92%
Citigroup
142
Citigroup
New York
$21.3K -$387 -8 -2%
PA
143
Parallel Advisors
California
$20K – – –
EWA
144
EverSource Wealth Advisors
Alabama
$18.1K +$290 +6 +2%
NP
145
NorthRock Partners
Minnesota
$17.4K +$16K +330 New
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$16.2K – – –
VWM
147
Venturi Wealth Management
Texas
$13.2K – – –
BNP Paribas Financial Markets
148
BNP Paribas Financial Markets
France
$12.5K +$11K +228 +2,280%
HT
149
Headlands Technologies
Illinois
$12.3K +$11.3K +233 New
CHC
150
City Holding Co
West Virginia
$12.1K – – –
4 5
6
7 8

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.