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iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB

Overview Fund Activity

225 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, 79 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+32
Holders Change %
+16.58%
% of All Funds
3%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
53
Increased
79
Reduced
56
Closed
17
Calls
$5.18M
Puts
$3.05M
Net Calls
+$2.14M
Net Calls Change
+$452K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$193M
2
Bank of America
Bank of America
North Carolina
$145M
3
KIM
Kestra Investment Management
Texas
$53.5M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$65.9M
5
AssetMark Inc
AssetMark Inc
California
$65.8M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$60.2M
2
BlackRock
BlackRock
New York
$159M
3
ACM
Advisors Capital Management
New Jersey
$5.67M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.5M
5
MWM
Mittelman Wealth Management
Massachusetts
$7.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
201
Bellwether Advisors
Nebraska
$5.78K +$5.78K +117 New
MCM
202
MAI Capital Management
Ohio
$5.6K +$5.6K +113 New
S
203
SignatureFD
Georgia
$5.04K – – –
NEAM
204
New England Asset Management
Connecticut
$4.94K – – –
CSC
205
Caldwell Sutter Capital
California
$4.55K – – –
CIAS
206
Capital Investment Advisory Services
North Carolina
$4K – – –
Qube Research & Technologies (QRT)
207
Qube Research & Technologies (QRT)
United Kingdom
$4K – – –
William Blair & Company
208
William Blair & Company
Illinois
$3.71K -$2.12K -43 -36%
AWM
209
AE Wealth Management
Kansas
$3.47K -$580K -11,682 -99%
OC
210
Oarsman Capital
Wisconsin
$1.78K -$2.47K -50 -58%
WWP
211
WR Wealth Planners
Missouri
$1.78K – – –
DAM
212
Delta Asset Management
Tennessee
$1.68K – – –
DFA
213
DHJJ Financial Advisors
Illinois
$1.63K – – –
ME
214
McIlrath & Eck
Washington
$1.09K – – –
PS
215
Principal Securities
Iowa
$1.04K +$1.04K +21 New
T
216
Transce3nd
Texas
$1.04K +$1.04K +21 New
LIS
217
Legacy Investment Solutions
Idaho
$400 +$400 +8 New
LWMI
218
Legacy Wealth Management (Idaho)
Idaho
$400 +$400 +8 New
PA
219
PSI Advisors
Florida
$297 +$99 +2 +50%
GSWM
220
Golden State Wealth Management
California
$229 +$229 +4 New
LFG
221
Larson Financial Group
Missouri
$198 – – –
DWM
222
Darwin Wealth Management
Florida
$98 – – –
AG
223
AmeriFlex Group
Nevada
$76 +$76 +2 New
ACA
224
Aptus Capital Advisors
Alabama
$27 – – –
MSWM
225
Mader & Shannon Wealth Management
Missouri
– -$10.2M -189,429 Closed
6 7 8
9
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