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iShares 10+ Year Investment Grade Corporate Bond ETF

187 hedge funds and large institutions have $1.66B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $2.28M

29% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 31

4% more funds holding

Funds holding: 179187 (+8)

9% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 54

4% more capital invested

Capital invested by funds: $1.59B → $1.66B (+$67.7M)

0.1% more ownership

Funds ownership: 75.16%75.25% (+0.1%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
187
Holders Change
+8
Holders Change %
+4.47%
% of All Funds
2.69%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
40
Increased
59
Reduced
54
Closed
31
Calls
$2.95M
Puts
$2.28M
Net Calls
+$675K
Net Calls Change
-$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
CGFA
126
Colton Groome Financial Advisors
North Carolina
$204K -$120K -2,336 -37%
BCI
127
Brinker Capital Investments
Pennsylvania
$203K +$356K +6,933 New
OPS
128
Orion Portfolio Solutions
Nebraska
$203K +$356K +6,933 New
SS
129
Sunbelt Securities
Texas
$189K +$154 +3 +0.1%
HWM
130
Horizons Wealth Management
North Carolina
$184K
MCA
131
Maryland Capital Advisors
Maryland
$179K +$8.98K +175 +5%
CTC
132
Central Trust Company
Missouri
$173K +$18.6K +363 +12%
SWM
133
Spire Wealth Management
Virginia
$149K
RFS
134
Richardson Financial Services
Massachusetts
$148K -$18.9K -368 -11%
AF
135
Allworth Financial
California
$123K +$122K +2,384 New
OSAM
136
O'Shaughnessy Asset Management
Connecticut
$91K +$6.77K +132 +8%
Franklin Resources
137
Franklin Resources
California
$80.6K +$80.3K +1,564 New
TPCW
138
TD Private Client Wealth
New York
$56.8K +$56.6K +1,103 New
PPC
139
Park Place Capital
Alabama
$56K -$55.8K -1,088 -50%
PP
140
PrairieView Partners
Minnesota
$54K
CFD
141
Creative Financial Designs
Indiana
$48K
FFA
142
Founders Financial Alliance
North Carolina
$45.7K +$359 +7 +0.8%
CA
143
CoreCap Advisors
Michigan
$45.6K +$45.4K +885 New
Fidelity Investments
144
Fidelity Investments
Massachusetts
$44.3K +$44.1K +859 New
CA
145
Continuum Advisory
Idaho
$30.5K +$31.4K +611 New
GWM
146
Geneos Wealth Management
Colorado
$30.2K
RFG
147
REAP Financial Group
Texas
$28.2K +$257 +5 +0.9%
SPIA
148
Steward Partners Investment Advisory
New York
$24.7K -$51 -1 -0.2%
Citigroup
149
Citigroup
New York
$20.9K +$51 +1 +0.2%
EWA
150
EverSource Wealth Advisors
Alabama
$20.6K +$4.05K +79 +23%

IGLB Hedge Fund Activity: Q1 2024 in Review

187 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2024, worth a combined $1.66B — up 4.2% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGLB positions and 31 closed out — a net gain of 9 holders — while 59 added to existing stakes and 54 trimmed.

The largest buyer was Bank of America, adding an estimated $55.1M. The largest seller was Dai-ichi Life Insurance Company, exiting entirely with an estimated $68.9M sold.

  • 187 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2024, up from 179 in Q4 2023.
  • Funds reported $1.66B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2024, up 4.2% quarter-over-quarter.
  • 40 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2024 and 31 closed out, a net change of +9 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2024 was Bank of America, an estimated $55.1M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2024 was Dai-ichi Life Insurance Company, an estimated $68.9M sold.

Based on aggregated 13F filings for Q1 2024.