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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

179 hedge funds and large institutions have $1.59B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $9.89M | Put options by funds: $2.89M

127% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 22

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

18% more funds holding

Funds holding: 152 → 179 (+27)

14% more capital invested

Capital invested by funds: $1.39B → $1.59B (+$201M)

0.11% more ownership

Funds ownership: 75.05% → 75.16% (+0.11%)

2% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 49

Holders
179
Holders Change
+27
Holders Change %
+17.76%
% of All Funds
2.61%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
50
Increased
48
Reduced
49
Closed
22
Calls
$9.89M
Puts
$2.89M
Net Calls
+$7.01M
Net Calls Change
+$1.26M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$71.4M
2
Morgan Stanley
Morgan Stanley
New York
+$23.8M
3
AP
Agilis Partners
Massachusetts
+$22.2M
4
BlackRock
BlackRock
New York
+$19.8M
5
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
+$15.2M

Top Sellers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$116M
2
Bank of America
Bank of America
North Carolina
-$96.7M
3
NI
NYL Investors
New York
-$14.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$9.17M
5
MCC
Money Concepts Capital
Florida
-$7.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
151
NewEdge Advisors
Louisiana
$11.2K -$233K -4,823 -96%
PTC
152
Private Trust Company
Ohio
$9.22K – – –
EWM
153
EPG Wealth Management
Georgia
$9.17K -$435 -9 -5%
CSC
154
Caldwell Sutter Capital
California
$8.8K – – –
S
155
SignatureFD
Georgia
$8.8K – – –
KA
156
Kozak & Associates
Colorado
$8.56K +$48 +1 +0.6%
NS
157
NBC Securities
Alabama
$8K -$6.05K -125 -45%
GI
158
Gradient Investments
Minnesota
$7.17K – – –
LFA
159
LGT Financial Advisors
Texas
$6.19K +$97 +2 +2%
HGERS
160
Householder Group Estate & Retirement Specialist
Arizona
$6K +$6.14K +127 New
NEAM
161
New England Asset Management
Connecticut
$5.27K – – –
CG
162
Cutler Group
California
$5K – – –
FHA
163
First Horizon Advisors
Tennessee
$4.81K +$4.4K +91 New
IGWM
164
ICA Group Wealth Management
Colorado
$4.58K +$4.21K +87 New
CIAS
165
Capital Investment Advisory Services
North Carolina
$4.27K – – –
CP
166
Castleview Partners
Texas
$3.42K – – –
NCM
167
Northwest Capital Management
Oregon
$3.21K – – –
RG
168
Retirement Group
California
$2.79K – – –
FFA
169
Farther Finance Advisors
California
$2.69K – – –
IPW
170
Impact Partnership Wealth
Georgia
$2.56K +$97 +2 +4%
DAM
171
Delta Asset Management
Tennessee
$1.79K – – –
DFA
172
DHJJ Financial Advisors
Illinois
$1.74K – – –
William Blair & Company
173
William Blair & Company
Illinois
$948 -$290 -6 -25%
IA
174
IFP Advisors
Florida
$211 +$194 +4 New
AWM
175
Aspire Wealth Management
Massachusetts
$195 – – –
4 5 6
7
8

IGLB Hedge Fund Activity: Q4 2023 in Review

179 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q4 2023, worth a combined $1.59B — up 14% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IGLB positions and 22 closed out — a net gain of 28 holders — while 48 added to existing stakes and 49 trimmed.

The largest buyer was Ameriprise, adding an estimated $71.4M. The largest seller was Liberty Mutual Group Asset Management, exiting entirely with an estimated $116M sold.

  • 179 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q4 2023, up from 152 in Q3 2023.
  • Funds reported $1.59B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q4 2023, up 14% quarter-over-quarter.
  • 50 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q4 2023 and 22 closed out, a net change of +28 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q4 2023 was Ameriprise, an estimated $71.4M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q4 2023 was Liberty Mutual Group Asset Management, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2023.