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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
GI
201
GAMMA Investing
California
$5.83K
BA
202
Bellwether Advisors
Nebraska
$5.78K +$6K +117 New
MCM
203
MAI Capital Management
Ohio
$5.6K +$5.8K +113 New
S
204
SignatureFD
Georgia
$5.04K
NEAM
205
New England Asset Management
Connecticut
$4.94K
CSC
206
Caldwell Sutter Capital
California
$4.54K
CIAS
207
Capital Investment Advisory Services
North Carolina
$4K
Qube Research & Technologies (QRT)
208
Qube Research & Technologies (QRT)
United Kingdom
$4K
William Blair & Company
209
William Blair & Company
Illinois
$3.71K -$2.21K -43 -36%
AWM
210
AE Wealth Management
Kansas
$3.47K -$599K -11,682 -99%
OC
211
Oarsman Capital
Wisconsin
$1.78K -$2.57K -50 -58%
WWP
212
WR Wealth Planners
Missouri
$1.78K
DAM
213
Delta Asset Management
Tennessee
$1.68K
DFA
214
DHJJ Financial Advisors
Illinois
$1.63K
ME
215
McIlrath & Eck
Washington
$1.09K
PS
216
Principal Securities
Iowa
$1.04K +$1.08K +21 New
T
217
Transce3nd
Texas
$1.04K +$1.08K +21 New
LIS
218
Legacy Investment Solutions
Idaho
$400 +$411 +8 New
LWMI
219
Legacy Wealth Management (Idaho)
Idaho
$400 +$411 +8 New
PA
220
PSI Advisors
Florida
$297 +$103 +2 +50%
GSWM
221
Golden State Wealth Management
California
$229 +$205 +4 New
LFG
222
Larson Financial Group
Missouri
$198
DWM
223
Darwin Wealth Management
Florida
$98
AG
224
AmeriFlex Group
Nevada
$76 +$103 +2 New
Barclays
225
Barclays
United Kingdom
$49 +$51 +1 New

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.