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iShares 10+ Year Investment Grade Corporate Bond ETF

226 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, 80 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 17

71% more capital invested

Capital invested by funds: $1.94B → $3.31B (+$1.37B)

70% more call options, than puts

Call options by funds: $5.18M | Put options by funds: $3.05M

43% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 56

16% more funds holding

Funds holding: 194226 (+32)

2.57% more ownership

Funds ownership: 67.06%69.63% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
226
Holders Change
+32
Holders Change %
+16.49%
% of All Funds
2.98%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
53
Increased
80
Reduced
56
Closed
17
Calls
$5.18M
Puts
$3.05M
Net Calls
+$2.14M
Net Calls Change
+$452K
Name Holding Trade Value Shares
Change
Change in
Stake
NB
126
NBT Bank
New York
$437K
PPWM
127
Paragon Private Wealth Management
Kentucky
$424K +$440K +8,576 New
SA
128
Sanctuary Advisors
Indiana
$415K +$427K +8,313 New
MW
129
Marcum Wealth
Ohio
$411K +$10.7K +209 +3%
TPA
130
Trivium Point Advisory
Connecticut
$400K -$1.59K -31 -0.4%
PG
131
Patten Group
Tennessee
$371K +$109K +2,125 +39%
FFS
132
Founders Financial Securities
Maryland
$369K +$144K +2,800 +60%
KPWS
133
Kestra Private Wealth Services
Texas
$354K +$367K +7,156 New
GWM
134
Geneos Wealth Management
Colorado
$349K +$280K +5,448 +338%
TCM
135
Thoma Capital Management
Maryland
$332K +$344K +6,713 New
MSR
136
Main Street Research
Connecticut
$328K +$340K +6,633 New
CIA
137
Concurrent Investment Advisors
Florida
$325K +$564 +11 +0.2%
MCWA
138
Meadow Creek Wealth Advisors
Georgia
$320K
IFG
139
Independent Financial Group
California
$314K +$60K +1,169 +23%
AQR Capital Management
140
AQR Capital Management
Connecticut
$287K
NAM
141
NorthCrest Asset Manangement
Minnesota
$287K
WCM
142
Winthrop Capital Management
Indiana
$282K +$292K +5,688 New
HighTower Advisors
143
HighTower Advisors
Illinois
$280K +$291K +5,676 New
KF
144
KKM Financial
Illinois
$270K +$278K +5,427 New
RF
145
RHS Financial
California
$266K +$3.33K +65 +1%
AFP
146
Ausdal Financial Partners
Iowa
$249K
TWCA
147
Two West Capital Advisors
Kansas
$248K +$257K +5,017 New
SAS
148
Sage Advisory Services
Texas
$245K -$204K -3,966 -44%
FPAS
149
Focus Partners Advisor Solutions
Missouri
$243K -$321K -6,248 -56%
1WM
150
1900 Wealth Management
Texas
$243K -$196K -3,814 -44%

IGLB Hedge Fund Activity: Q4 2024 in Review

226 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2024, worth a combined $3.31B — up 71% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IGLB positions and 17 closed out — a net gain of 36 holders — while 80 added to existing stakes and 56 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $56.2M. The largest seller was Ameriprise, cutting an estimated $57.7M.

  • 226 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $3.31B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2024, up 71% quarter-over-quarter.
  • 53 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2024 and 17 closed out, a net change of +36 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $56.2M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2024 was Ameriprise, an estimated $57.7M sold.

Based on aggregated 13F filings for Q4 2024.