We are live on ! Find out more
IGLB icon

iShares 10+ Year Investment Grade Corporate Bond ETF

194 hedge funds and large institutions have $1.94B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

47% more call options, than puts

Call options by funds: $5.3M | Put options by funds: $3.61M

33% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 55

24% more capital invested

Capital invested by funds: $1.56B → $1.94B (+$375M)

9% more funds holding

Funds holding: 178194 (+16)

2.5% less ownership

Funds ownership: 69.56%67.06% (-2.5%)

Holders
194
Holders Change
+16
Holders Change %
+8.99%
% of All Funds
2.79%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
40
Increased
73
Reduced
55
Closed
23
Calls
$5.3M
Puts
$3.61M
Net Calls
+$1.68M
Net Calls Change
-$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
126
AQR Capital Management
Connecticut
$311K +$303K +5,800 New
NAM
127
NorthCrest Asset Manangement
Minnesota
$311K +$303K +5,800 New
MWM
128
Meridian Wealth Management
Kentucky
$309K +$301K +5,762 New
PG
129
Patten Group
Tennessee
$289K +$12.6K +241 +5%
RF
130
RHS Financial
California
$286K -$72.8K -1,395 -21%
IFG
131
Independent Financial Group
California
$278K +$270K +5,178 New
AFP
132
Ausdal Financial Partners
Iowa
$270K
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$263K +$6.26K +120 +3%
GWMR
134
GC Wealth Management RIA
Massachusetts
$252K
FFS
135
Founders Financial Securities
Maryland
$250K -$10.3K -197 -4%
AWA
136
Arkadios Wealth Advisors
Georgia
$246K
CAG
137
Csenge Advisory Group
Florida
$242K +$242K +4,646 New
SIS
138
Sound Income Strategies
Florida
$240K -$4.49K -86 -2%
BCM
139
Boltwood Capital Management
California
$225K -$58.4K -1,120 -21%
LCGC
140
Legacy Capital Group California
California
$219K +$213K +4,078 New
HI
141
Harbour Investments
Wisconsin
$208K -$2.19K -42 -1%
HWM
142
Horizons Wealth Management
North Carolina
$187K
MCA
143
Maryland Capital Advisors
Maryland
$186K
CTC
144
Central Trust Company
Missouri
$160K -$18.9K -363 -11%
RFS
145
Richardson Financial Services
Massachusetts
$142K
Jones Financial Companies
146
Jones Financial Companies
Missouri
$140K +$39.9K +765 +42%
PFBT
147
Parkside Financial Bank & Trust
Missouri
$136K +$132K +2,531 New
GWM
148
Geneos Wealth Management
Colorado
$86.3K +$58.2K +1,116 +226%
PPC
149
Park Place Capital
Alabama
$58.3K
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$57.1K +$55.4K +1,062 New

IGLB Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2024, worth a combined $1.94B — up 24% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGLB positions and 23 closed out — a net gain of 17 holders — while 73 added to existing stakes and 55 trimmed.

The largest buyer was Legal & General Group, opening a new position worth an estimated $46.8M. The largest seller was BlackRock, cutting an estimated $62.7M.

  • 194 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2024, up from 178 in Q2 2024.
  • Funds reported $1.94B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2024, up 24% quarter-over-quarter.
  • 40 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2024 and 23 closed out, a net change of +17 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2024 was Legal & General Group, an estimated $46.8M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2024 was BlackRock, an estimated $62.7M sold.

Based on aggregated 13F filings for Q3 2024.