iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
178 hedge funds and large institutions have $1.56B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 31 closing their positions.
858% more call options, than puts
Call options by funds: $5.03M | Put options by funds: $525K
23% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 53
5% less funds holding
Funds holding: 187 → 178 (-9)
5.7% less ownership
Funds ownership: 75.25% → 69.56% (-5.7%)
6% less capital invested
Capital invested by funds: $1.66B → $1.56B (-$98.6M)
19% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 31
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20.9M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$18M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$17.5M |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$8.63M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$7.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BP
BNP Paribas
Paris,
France
|
-$36.3M |
| 2 |
BlackRock
New York
|
-$20.5M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$13.9M |
| 4 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$11.6M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Franklin Resources
San Mateo,
California
| – | -$80.6K | -1,564 | Closed |
|
|
CA
202
CoreCap Advisors
Southfield,
Michigan
| – | -$45.6K | -885 | Closed |
|
|
EWA
203
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$20.6K | -422 | Closed |
|
|
WPWM
204
Western Pacific Wealth Management
Lake Forest,
Illinois
| – | -$3.5K | -68 | Closed |
|
|
NCM
205
Northwest Capital Management
Lake Oswego,
Oregon
| – | -$3.14K | -61 | Closed |
|
206
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$2.83K | -55 | Closed |
|
|
TAM
207
Tucker Asset Management
Littleton,
Colorado
| – | -$2.83K | -55 | Closed |
|
|
IPW
208
Impact Partnership Wealth
Marietta,
Georgia
| – | -$2.27K | -44 | Closed |
|
209
First Manhattan
New York
| – | -$1.44K | -28 | Closed |
|
IGLB Hedge Fund Activity: Q2 2024 in Review
178 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2024, worth a combined $1.56B — down 5.9% from $1.66B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of IGLB and 25 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 65 added.
The largest buyer was Envestnet Asset Management, adding an estimated $20.9M. The largest seller was BNP Paribas, exiting entirely with an estimated $36.3M sold.
- 178 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2024, down from 187 in Q1 2024.
- Funds reported $1.56B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2024, down 5.9% quarter-over-quarter.
- 25 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2024 and 31 closed out, a net change of -6 holders.
- The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $20.9M added.
- The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2024 was BNP Paribas, an estimated $36.3M sold.
Based on aggregated 13F filings for Q2 2024.