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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
SAM
176
Smartleaf Asset Management
Massachusetts
$41.9K +$41.8K +837 New
Bessemer Group
177
Bessemer Group
New Jersey
$41K +$41K +822 New
FFA
178
Founders Financial Alliance
North Carolina
$37.3K -$1.2K -24 -3%
William Blair & Company
179
William Blair & Company
Illinois
$32.2K +$28.3K +567 +756%
SS
180
Sunbelt Securities
Texas
$25.4K -$20.9K -418 -45%
CA
181
Continuum Advisory
Idaho
$24.8K -$8.73K -175 -26%
Fidelity Investments
182
Fidelity Investments
Massachusetts
$24.2K +$11.9K +239 +99%
IA
183
IFP Advisors
Florida
$21.6K -$20.7K -415 -49%
Citigroup
184
Citigroup
New York
$20.3K -$1.9K -38 -9%
HT
185
Headlands Technologies
Illinois
$20.1K +$3.94K +79 +25%
SWM
186
Spire Wealth Management
Virginia
$17.1K
CIAS
187
Capital Investment Advisory Services
North Carolina
$16.8K +$12.6K +253 +312%
CTA
188
Colonial Trust Advisors
South Carolina
$15.1K +$699 +14 +5%
PTC
189
Private Trust Company
Ohio
$14.8K
PSFG
190
Park Square Financial Group
Georgia
$14.4K -$1.8K -36 -11%
AF
191
Allworth Financial
California
$14K -$15.2K -304 -52%
TFGT
192
TS Financial Group (TSFG)
Illinois
$14K -$299 -6 -2%
CHC
193
City Holding Co
West Virginia
$11.6K
EWM
194
EPG Wealth Management
Georgia
$9.69K +$100 +2 +1%
CBT
195
Crews Bank & Trust
Florida
$8.54K
CWC
196
Carolinas Wealth Consulting
North Carolina
$6.98K
GI
197
GAMMA Investing
California
$5.93K
BA
198
Bellwether Advisors
Nebraska
$5.88K
S
199
SignatureFD
Georgia
$5.12K
NEAM
200
New England Asset Management
Connecticut
$5.02K

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.