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iShares 10+ Year Investment Grade Corporate Bond ETF

178 hedge funds and large institutions have $1.56B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

858% more call options, than puts

Call options by funds: $5.03M | Put options by funds: $525K

23% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 53

5% less funds holding

Funds holding: 187178 (-9)

5.7% less ownership

Funds ownership: 75.25%69.56% (-5.7%)

6% less capital invested

Capital invested by funds: $1.66B → $1.56B (-$98.6M)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
178
Holders Change
-9
Holders Change %
-4.81%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
25
Increased
65
Reduced
53
Closed
31
Calls
$5.03M
Puts
$525K
Net Calls
+$4.5M
Net Calls Change
+$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
RFS
126
Richardson Financial Services
Massachusetts
$142K -$1.95K -39 -1%
Jones Financial Companies
127
Jones Financial Companies
Missouri
$91.9K +$85K +1,700 +1,241%
TPCW
128
TD Private Client Wealth
New York
$88.3K +$33.1K +661 +60%
IAIM
129
International Assets Investment Management
Florida
$72.5K +$72.5K +1,449 New
PPC
130
Park Place Capital
Alabama
$54.4K
PP
131
PrairieView Partners
Minnesota
$52K
FFA
132
Founders Financial Alliance
North Carolina
$45K +$500 +10 +1%
AF
133
Allworth Financial
California
$35.4K -$84.4K -1,688 -71%
CFD
134
Creative Financial Designs
Indiana
$33.3K -$13.3K -265 -28%
CA
135
Continuum Advisory
Idaho
$30.6K
NA
136
NewEdge Advisors
Louisiana
$24.7K +$14.1K +282 +133%
GWM
137
Geneos Wealth Management
Colorado
$24.7K -$4.65K -93 -16%
SPIA
138
Steward Partners Investment Advisory
New York
$24K
Fidelity Investments
139
Fidelity Investments
Massachusetts
$22.9K -$20.1K -401 -47%
Citigroup
140
Citigroup
New York
$22.6K +$2.35K +47 +12%
GI
141
GAMMA Investing
California
$22.4K +$22.4K +447 New
JFGIW
142
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20.7K +$20.7K +413 New
PA
143
Parallel Advisors
California
$19K
SWM
144
Spire Wealth Management
Virginia
$17.1K -$127K -2,545 -88%
TFF
145
The Family Firm
Maryland
$16.5K +$16.5K +329 New
TSWM
146
Tyler-Stone Wealth Management
Ohio
$15.2K +$200 +4 +1%
CTA
147
Colonial Trust Advisors
South Carolina
$14.3K +$11.9K +238 +496%
CWC
148
Carolinas Wealth Consulting
North Carolina
$13.5K +$1.8K +36 +15%
CHC
149
City Holding Co
West Virginia
$11.5K
S
150
SignatureFD
Georgia
$10.2K +$1.8K +36 +22%

IGLB Hedge Fund Activity: Q2 2024 in Review

178 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2024, worth a combined $1.56B — down 5.9% from $1.66B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of IGLB and 25 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 65 added.

The largest buyer was Envestnet Asset Management, adding an estimated $20.9M. The largest seller was BNP Paribas, exiting entirely with an estimated $36.3M sold.

  • 178 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2024, down from 187 in Q1 2024.
  • Funds reported $1.56B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2024, down 5.9% quarter-over-quarter.
  • 25 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2024 and 31 closed out, a net change of -6 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $20.9M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2024 was BNP Paribas, an estimated $36.3M sold.

Based on aggregated 13F filings for Q2 2024.