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iShares 10+ Year Investment Grade Corporate Bond ETF

187 hedge funds and large institutions have $1.66B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $2.28M

29% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 31

4% more funds holding

Funds holding: 179187 (+8)

9% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 54

4% more capital invested

Capital invested by funds: $1.59B → $1.66B (+$67.7M)

0.1% more ownership

Funds ownership: 75.16%75.25% (+0.1%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
187
Holders Change
+8
Holders Change %
+4.47%
% of All Funds
2.69%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
40
Increased
59
Reduced
54
Closed
31
Calls
$2.95M
Puts
$2.28M
Net Calls
+$675K
Net Calls Change
-$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Parallel Advisors
California
$19.6K
Qube Research & Technologies (QRT)
152
Qube Research & Technologies (QRT)
United Kingdom
$15.9K
TSWM
153
Tyler-Stone Wealth Management
Ohio
$15.5K +$15.4K +300 New
CWC
154
Carolinas Wealth Consulting
North Carolina
$12.1K +$12K +234 New
CHC
155
City Holding Co
West Virginia
$11.8K
NA
156
NewEdge Advisors
Louisiana
$10.9K
EWM
157
EPG Wealth Management
Georgia
$9.45K +$51 +1 +0.5%
PTC
158
Private Trust Company
Ohio
$9.01K
S
159
SignatureFD
Georgia
$8.6K
Jones Financial Companies
160
Jones Financial Companies
Missouri
$7.06K +$7.03K +137 New
NS
161
NBC Securities
Alabama
$7K
VWM
162
Venturi Wealth Management
Texas
$6.44K -$6.41K -125 -50%
LFA
163
LGT Financial Advisors
Texas
$6.1K +$51 +1 +0.9%
CSC
164
Caldwell Sutter Capital
California
$4.74K -$3.85K -75 -45%
IGWM
165
ICA Group Wealth Management
Colorado
$4.5K
CIAS
166
Capital Investment Advisory Services
North Carolina
$4.17K
Simplex Trading
167
Simplex Trading
Illinois
$4K +$4.21K +82 New
ACA
168
Aptus Capital Advisors
Alabama
$3.97K +$3.9K +76 +7,600%
FFA
169
Farther Finance Advisors
California
$3.92K +$1.33K +26 +51%
WPWM
170
Western Pacific Wealth Management
Illinois
$3.5K +$3.49K +68 New
CP
171
Castleview Partners
Texas
$3.35K
NCM
172
Northwest Capital Management
Oregon
$3.14K
FHA
173
First Horizon Advisors
Tennessee
$3.09K -$1.64K -32 -35%
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$2.83K +$2.82K +55 New
TAM
175
Tucker Asset Management
Colorado
$2.83K +$2.82K +55 New

IGLB Hedge Fund Activity: Q1 2024 in Review

187 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2024, worth a combined $1.66B — up 4.2% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGLB positions and 31 closed out — a net gain of 9 holders — while 59 added to existing stakes and 54 trimmed.

The largest buyer was Bank of America, adding an estimated $55.1M. The largest seller was Dai-ichi Life Insurance Company, exiting entirely with an estimated $68.9M sold.

  • 187 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2024, up from 179 in Q4 2023.
  • Funds reported $1.66B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2024, up 4.2% quarter-over-quarter.
  • 40 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2024 and 31 closed out, a net change of +9 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2024 was Bank of America, an estimated $55.1M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2024 was Dai-ichi Life Insurance Company, an estimated $68.9M sold.

Based on aggregated 13F filings for Q1 2024.