We are live on ! Find out more
IGLB icon

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
AFWM
176
Abich Financial Wealth Management
Virginia
$158 +$145 +3 New
ACA
177
Aptus Capital Advisors
Alabama
$53 – – –
GWANC
178
Guardian Wealth Advisors (North Carolina)
North Carolina
$27 – – –
LMGAM
179
Liberty Mutual Group Asset Management
Massachusetts
– -$116M -2,463,599 Closed
MCC
180
Money Concepts Capital
Florida
– -$7.27M -154,296 Closed
JFG
181
Jefferies Financial Group
New York
– -$3.3M -70,000 Closed
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
– -$2.13M -43,975 Closed
Koshinski Asset Management
183
Koshinski Asset Management
Illinois
– -$1.07M -22,665 Closed
State of Wisconsin Investment Board
184
State of Wisconsin Investment Board
Wisconsin
– -$911K -19,320 Closed
LSIA
185
LaSalle St. Investment Advisors
Illinois
– -$562K -11,925 Closed
ACM
186
Absolute Capital Management
Pennsylvania
– -$498K -10,563 Closed
KWM
187
Kingsview Wealth Management
Oregon
– -$456K -9,669 Closed
WF
188
Wayfinding Financial
Washington
– -$297K -6,392 Closed
Betterment LLC
189
Betterment LLC
New York
– -$239K -5,072 Closed
ME
190
McIlrath & Eck
Washington
– -$86.2K -1,828 Closed
WP
191
WealthShield Partners
North Carolina
– -$80.1K -1,700 Closed
Simplex Trading
192
Simplex Trading
Illinois
– -$28K -594 Closed
Fidelity Investments
193
Fidelity Investments
Massachusetts
– -$20K -424 Closed
AA
194
Ancora Advisors
Ohio
– -$5.04K -107 Closed
PK
195
Pflug Koory
Nebraska
– -$3.16K -67 Closed
BWS
196
Buck Wealth Strategies
Colorado
– -$2.69K -57 Closed
WWP
197
WR Wealth Planners
Missouri
– -$2.17K -46 Closed
SFA
198
Semmax Financial Advisors
North Carolina
– -$1.28K -27 Closed
HWP
199
Hibernia Wealth Partners
Louisiana
– -$330 -7 Closed
CAS
200
Coppell Advisory Solutions
Texas
– -$149 -3 Closed
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.