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iShares 10+ Year Investment Grade Corporate Bond ETF

178 hedge funds and large institutions have $1.56B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

858% more call options, than puts

Call options by funds: $5.03M | Put options by funds: $525K

23% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 53

5% less funds holding

Funds holding: 187178 (-9)

5.7% less ownership

Funds ownership: 75.25%69.56% (-5.7%)

6% less capital invested

Capital invested by funds: $1.66B → $1.56B (-$98.6M)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
178
Holders Change
-9
Holders Change %
-4.81%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
25
Increased
65
Reduced
53
Closed
31
Calls
$5.03M
Puts
$525K
Net Calls
+$4.5M
Net Calls Change
+$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
151
EPG Wealth Management
Georgia
$9.3K -$9.2K -184 Closed
PTC
152
Private Trust Company
Ohio
$8.76K
NS
153
NBC Securities
Alabama
$7K +$150 +3 +2%
VWM
154
Venturi Wealth Management
Texas
$6.25K
LFA
155
LGT Financial Advisors
Texas
$6K +$100 +2 +2%
NEAM
156
New England Asset Management
Connecticut
$5K +$5K +100 New
RIA
157
Realta Investment Advisors
Delaware
$5K +$5K +100 New
William Blair & Company
158
William Blair & Company
Illinois
$4.65K +$3.75K +75 +417%
CSC
159
Caldwell Sutter Capital
California
$4.6K
IGWM
160
ICA Group Wealth Management
Colorado
$4.42K +$50 +1 +1%
WOSD
161
WFA of San Diego
California
$4.25K +$4.25K +85 New
Qube Research & Technologies (QRT)
162
Qube Research & Technologies (QRT)
United Kingdom
$4.05K -$11.4K -227 -74%
CIAS
163
Capital Investment Advisory Services
North Carolina
$4.05K
Simplex Trading
164
Simplex Trading
Illinois
$4K
FFA
165
Farther Finance Advisors
California
$3.81K
CP
166
Castleview Partners
Texas
$3.25K
FHA
167
First Horizon Advisors
Tennessee
$3.04K +$50 +1 +2%
HNB
168
Huntington National Bank
Ohio
$2.85K
DAM
169
Delta Asset Management
Tennessee
$1.7K
DFA
170
DHJJ Financial Advisors
Illinois
$1.65K
WWP
171
WR Wealth Planners
Missouri
$1.6K
ME
172
McIlrath & Eck
Washington
$1.1K +$1.1K +22 New
IA
173
IFP Advisors
Florida
$200
LFG
174
Larson Financial Group
Missouri
$200 +$200 +4 New
AFWM
175
Abich Financial Wealth Management
Virginia
$150

IGLB Hedge Fund Activity: Q2 2024 in Review

178 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2024, worth a combined $1.56B — down 5.9% from $1.66B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of IGLB and 25 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 65 added.

The largest buyer was Envestnet Asset Management, adding an estimated $20.9M. The largest seller was BNP Paribas, exiting entirely with an estimated $36.3M sold.

  • 178 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2024, down from 187 in Q1 2024.
  • Funds reported $1.56B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2024, down 5.9% quarter-over-quarter.
  • 25 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2024 and 31 closed out, a net change of -6 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $20.9M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2024 was BNP Paribas, an estimated $36.3M sold.

Based on aggregated 13F filings for Q2 2024.