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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
CAG
151
Csenge Advisory Group
Florida
$252K +$39.4K +789 +18%
TWCA
152
Two West Capital Advisors
Kansas
$251K +$10.4K +209 +4%
MWM
153
Meridian Wealth Management
Kentucky
$245K +$2.05K +41 +0.8%
IAG
154
Ipsen Advisor Group
Arkansas
$227K +$1.95K +39 +0.9%
P
155
&Partners
Tennessee
$226K +$49.9K +999 +22%
NA
156
NewEdge Advisors
Louisiana
$208K +$190K +3,817 +1,197%
TPA
157
Trivium Point Advisory
Connecticut
$208K -$198K -3,966 -49%
SIS
158
Sound Income Strategies
Florida
$208K -$5.49K -110 -3%
PPG
159
Peak Planning Group
Colorado
$201K +$200K +3,998 New
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$190K -$31.7K -635 -14%
GJIA
161
Glass Jacobson Investment Advisors
Maryland
$184K
MCA
162
Maryland Capital Advisors
Maryland
$174K
HWM
163
Horizons Wealth Management
North Carolina
$164K -$3.39K -68 -2%
CTC
164
Central Trust Company
Missouri
$150K
HI
165
Harbour Investments
Wisconsin
$148K -$32.7K -656 -18%
PFBT
166
Parkside Financial Bank & Trust
Missouri
$128K +$449 +9 +0.4%
RFS
167
Richardson Financial Services
Massachusetts
$124K -$4.24K -85 -3%
FHA
168
First Horizon Advisors
Tennessee
$102K +$549 +11 +0.5%
GWM
169
GSB Wealth Management
Connecticut
$76.9K -$2.28M -45,673 -97%
PA
170
Parallel Advisors
California
$73.3K +$53.9K +1,080 +284%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$66K +$32.9K +660 +102%
PPC
172
Park Place Capital
Alabama
$49.7K -$4.94K -99 -9%
WSFS
173
Wilmington Savings Fund Society
Delaware
$49.2K
NFSG
174
Newbridge Financial Services Group
Florida
$46.4K +$399 +8 +0.9%
TPCW
175
TD Private Client Wealth
New York
$43.6K

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.