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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
IA
176
IFP Advisors
Florida
$41.7K +$41.9K +817 +3,026%
FFA
177
Founders Financial Alliance
North Carolina
$37.9K -$7.29K -142 -16%
ADL
178
Asset Dedication LLC
California
$37.5K +$39K +760 New
CA
179
Continuum Advisory
Idaho
$33K -$1.44K -28 -4%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$32K -$1.42M -27,763 -98%
AF
181
Allworth Financial
California
$29.2K -$1.44K -28 -5%
TCG
182
Transcendent Capital Group
Oklahoma
$25.1K +$26.1K +508 New
CA
183
CoreCap Advisors
Michigan
$22.7K +$13.1K +255 +125%
Citigroup
184
Citigroup
New York
$21.8K +$51 +1 +0.2%
PA
185
Parallel Advisors
California
$18.8K
SWM
186
Spire Wealth Management
Virginia
$16.8K
PSFG
187
Park Square Financial Group
Georgia
$15.9K +$16.5K +322 New
HT
188
Headlands Technologies
Illinois
$15.9K +$12K +234 +269%
NA
189
NewEdge Advisors
Louisiana
$15.7K +$2.51K +49 +18%
PTC
190
Private Trust Company
Ohio
$14.6K
CTA
191
Colonial Trust Advisors
South Carolina
$14.1K
TFGT
192
TS Financial Group (TSFG)
Illinois
$14K +$257 +5 +2%
FIA
193
FPC Investment Advisory
California
$12.4K +$12.8K +249 New
Fidelity Investments
194
Fidelity Investments
Massachusetts
$12K -$6.62K -129 -35%
CHC
195
City Holding Co
West Virginia
$11.4K
EWM
196
EPG Wealth Management
Georgia
$9.45K +$154 +3 +2%
CBT
197
Crews Bank & Trust
Florida
$8.4K +$8.72K +170 New
CWC
198
Carolinas Wealth Consulting
North Carolina
$6.87K
VWM
199
Venturi Wealth Management
Texas
$6.17K
LFA
200
LGT Financial Advisors
Texas
$6.09K +$103 +2 +2%

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.