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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
RG
176
Retirement Group
California
$2.73K
CTA
177
Colonial Trust Advisors
South Carolina
$2.47K +$2.46K +48 New
IPW
178
Impact Partnership Wealth
Georgia
$2.27K -$257 -5 -10%
DAM
179
Delta Asset Management
Tennessee
$1.75K
DFA
180
DHJJ Financial Advisors
Illinois
$1.7K
WWP
181
WR Wealth Planners
Missouri
$1.65K +$1.64K +32 New
First Manhattan
182
First Manhattan
New York
$1.44K +$1.44K +28 New
William Blair & Company
183
William Blair & Company
Illinois
$927
IA
184
IFP Advisors
Florida
$206
AFWM
185
Abich Financial Wealth Management
Virginia
$155
AWM
186
Aspire Wealth Management
Massachusetts
$141 -$51 -1 -25%
DILIC
187
Dai-ichi Life Insurance Company
Japan
-$68.9M -1,307,100 Closed
CW
188
Connectus Wealth
Ohio
-$9.11M -172,589 Closed
RFC
189
Regions Financial Corp
Alabama
-$2.09M -39,690 Closed
GC
190
GFG Capital
Florida
-$1.62M -30,738 Closed
Jane Street
191
Jane Street
New York
-$1.37M -26,012 Closed
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
-$1.23M -23,295 Closed
Squarepoint
193
Squarepoint
New York
-$708K -13,440 Closed
MWA
194
Meridian Wealth Advisors
Texas
-$571K -10,841 Closed
OMC
195
Old Mission Capital
Illinois
-$482K -9,147 Closed
IWA
196
Invera Wealth Advisors
Oregon
-$397K -7,536 Closed
BHPW
197
Beverly Hills Private Wealth
California
-$371K -7,039 Closed
OWA
198
Octavia Wealth Advisors
Ohio
-$323K -6,128 Closed
BRWA
199
B. Riley Wealth Advisors
Florida
-$286K -5,420 Closed
WCM
200
Winthrop Capital Management
Indiana
-$285K -5,414 Closed

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.