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iShares 10+ Year Investment Grade Corporate Bond ETF

219 hedge funds and large institutions have $1.95B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.46% more ownership

Funds ownership: 69.63%72.09% (+2.5%)

7% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $2.44M

6% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 78

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

3% less funds holding

Funds holding: 226219 (-7)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

41% less capital invested

Capital invested by funds: $3.31B → $1.95B (-$1.36B)

Holders
219
Holders Change
-7
Holders Change %
-3.1%
% of All Funds
2.94%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
24
Increased
83
Reduced
78
Closed
25
Calls
$2.61M
Puts
$2.44M
Net Calls
+$176K
Net Calls Change
-$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
126
Avantax Advisory Services
Texas
$436K -$92.8K -1,859 -18%
SA
127
Sovran Advisors
California
$419K +$430K +8,623 New
PG
128
Patten Group
Tennessee
$416K +$38.5K +772 +10%
FFS
129
Founders Financial Securities
Maryland
$404K +$33.8K +678 +9%
MW
130
Marcum Wealth
Ohio
$402K -$16.3K -326 -4%
SPIA
131
Steward Partners Investment Advisory
New York
$398K -$88.6K -1,775 -18%
SFS
132
Sowell Financial Services
Arkansas
$395K +$393K +7,872 New
NB
133
NBT Bank
New York
$390K -$54.4K -1,090 -12%
SA
134
Sanctuary Advisors
Indiana
$386K -$31.1K -624 -8%
SAS
135
Sage Advisory Services
Texas
$383K +$133K +2,660 +54%
SFG
136
Sovereign Financial Group
Connecticut
$377K -$82.3K -1,649 -18%
GWMR
137
GC Wealth Management RIA
Massachusetts
$371K +$134K +2,687 +57%
FFA
138
Farther Finance Advisors
California
$370K -$1.91M -38,225 -84%
IFG
139
Independent Financial Group
California
$364K +$45K +902 +14%
OSAM
140
O'Shaughnessy Asset Management
Connecticut
$347K -$334K -6,684 -49%
HighTower Advisors
141
HighTower Advisors
Illinois
$332K +$46.4K +929 +16%
MSR
142
Main Street Research
Connecticut
$327K -$6.39K -128 -2%
MCWA
143
Meadow Creek Wealth Advisors
Georgia
$323K -$2K -40 -0.6%
AQR Capital Management
144
AQR Capital Management
Connecticut
$291K
NAM
145
NorthCrest Asset Manangement
Minnesota
$291K
SPC
146
Sigma Planning Corp
Michigan
$282K -$17.1M -343,504 -98%
Lido Advisors
147
Lido Advisors
California
$282K -$273K -5,462 -49%
WCM
148
Winthrop Capital Management
Indiana
$281K -$4.39K -88 -2%
KF
149
KKM Financial
Illinois
$263K
AFP
150
Ausdal Financial Partners
Iowa
$253K

IGLB Hedge Fund Activity: Q1 2025 in Review

219 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2025, worth a combined $1.95B — down 41% from $3.31B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IGLB and 24 opened new positions — a net loss of 1 holder — while 78 trimmed existing stakes and 83 added.

The largest buyer was Gallagher Fiduciary Advisors, opening a new position worth an estimated $22.2M. The largest seller was Legal & General Group, cutting an estimated $27.8M.

  • 219 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2025, down from 226 in Q4 2024.
  • Funds reported $1.95B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2025, down 41% quarter-over-quarter.
  • 24 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2025 and 25 closed out, a net change of -1 holder.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2025 was Gallagher Fiduciary Advisors, an estimated $22.2M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2025 was Legal & General Group, an estimated $27.8M sold.

Based on aggregated 13F filings for Q1 2025.