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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

Overview Fund Activity

225 hedge funds and large institutions have $3.31B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 79 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+32
Holders Change %
+16.58%
% of All Funds
3%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
53
Increased
79
Reduced
56
Closed
17
Calls
$5.18M
Puts
$3.05M
Net Calls
+$2.14M
Net Calls Change
+$452K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$193M
2
Bank of America
Bank of America
North Carolina
$145M
3
KIM
Kestra Investment Management
Texas
$53.5M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$65.9M
5
AssetMark Inc
AssetMark Inc
California
$65.8M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$60.2M
2
BlackRock
BlackRock
New York
$159M
3
ACM
Advisors Capital Management
New Jersey
$5.67M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.5M
5
MWM
Mittelman Wealth Management
Massachusetts
$7.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
126
NBT Bank
New York
$437K – – –
PPWM
127
Paragon Private Wealth Management
Kentucky
$424K +$424K +8,576 New
SA
128
Sanctuary Advisors
Indiana
$415K +$415K +8,313 New
MW
129
Marcum Wealth
Ohio
$411K +$10.3K +209 +3%
TPA
130
Trivium Point Advisory
Connecticut
$400K -$1.53K -31 -0.4%
PG
131
Patten Group
Tennessee
$371K +$105K +2,125 +39%
FFS
132
Founders Financial Securities
Maryland
$369K +$138K +2,800 +60%
KPWS
133
Kestra Private Wealth Services
Texas
$354K +$354K +7,156 New
GWM
134
Geneos Wealth Management
Colorado
$349K +$269K +5,448 +338%
TCM
135
Thoma Capital Management
Maryland
$332K +$332K +6,713 New
MSR
136
Main Street Research
Connecticut
$328K +$328K +6,633 New
CIA
137
Concurrent Investment Advisors
Florida
$325K +$543 +11 +0.2%
MCWA
138
Meadow Creek Wealth Advisors
Georgia
$320K – – –
AQR Capital Management
139
AQR Capital Management
Connecticut
$287K – – –
NAM
140
NorthCrest Asset Manangement
Minnesota
$287K – – –
WCM
141
Winthrop Capital Management
Indiana
$282K +$282K +5,688 New
HighTower Advisors
142
HighTower Advisors
Illinois
$280K +$280K +5,676 New
KF
143
KKM Financial
Illinois
$270K +$270K +5,427 New
RF
144
RHS Financial
California
$266K +$3.21K +65 +1%
AFP
145
Ausdal Financial Partners
Iowa
$249K – – –
TWCA
146
Two West Capital Advisors
Kansas
$248K +$248K +5,017 New
SAS
147
Sage Advisory Services
Texas
$245K -$196K -3,966 -44%
FPAS
148
Focus Partners Advisor Solutions
Missouri
$243K -$309K -6,248 -56%
1WM
149
1900 Wealth Management
Texas
$243K -$188K -3,814 -44%
MWM
150
Meridian Wealth Management
Kentucky
$239K -$45.6K -924 -16%
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