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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
MWM
151
Meridian Wealth Management
Kentucky
$239K -$47.4K -924 -16%
GWMR
152
GC Wealth Management RIA
Massachusetts
$232K
ASN
153
Advisory Services Network
Georgia
$229K +$238K +4,630 New
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$225K -$15.6K -304 -6%
P
155
&Partners
Tennessee
$223K +$233K +4,533 New
AWA
156
Acorn Wealth Advisors
Michigan
$222K -$750K -14,607 -76%
IAG
157
Ipsen Advisor Group
Arkansas
$222K +$230K +4,485 New
CAG
158
Csenge Advisory Group
Florida
$217K -$12.9K -252 -5%
NCFG
159
New Century Financial Group
New Jersey
$210K +$219K +4,269 New
SIS
160
Sound Income Strategies
Florida
$210K -$11.9K -232 -5%
GJIA
161
Glass Jacobson Investment Advisors
Maryland
$184K +$158K +3,075 +473%
HI
162
Harbour Investments
Wisconsin
$178K -$14.5K -283 -7%
MCA
163
Maryland Capital Advisors
Maryland
$172K
HWM
164
Horizons Wealth Management
North Carolina
$165K -$7.7K -150 -4%
SW
165
SoFi Wealth
California
$164K +$170K +3,322 New
CTC
166
Central Trust Company
Missouri
$148K
RFS
167
Richardson Financial Services
Massachusetts
$127K -$14.1K -275 -10%
PFBT
168
Parkside Financial Bank & Trust
Missouri
$126K +$872 +17 +0.7%
FHA
169
First Horizon Advisors
Tennessee
$100K +$101K +1,962 +3,216%
WWA
170
Wingate Wealth Advisors
Massachusetts
$63.4K +$65.9K +1,284 New
PPC
171
Park Place Capital
Alabama
$53.7K
WSFS
172
Wilmington Savings Fund Society
Delaware
$48.4K
SS
173
Sunbelt Securities
Texas
$45.8K -$551K -10,737 -92%
NFSG
174
Newbridge Financial Services Group
Florida
$45.2K +$47K +915 New
TPCW
175
TD Private Client Wealth
New York
$42.9K

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.