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iShares 10+ Year Investment Grade Corporate Bond ETF

187 hedge funds and large institutions have $1.66B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $2.28M

29% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 31

4% more funds holding

Funds holding: 179187 (+8)

9% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 54

4% more capital invested

Capital invested by funds: $1.59B → $1.66B (+$67.7M)

0.1% more ownership

Funds ownership: 75.16%75.25% (+0.1%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
187
Holders Change
+8
Holders Change %
+4.47%
% of All Funds
2.69%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
40
Increased
59
Reduced
54
Closed
31
Calls
$2.95M
Puts
$2.28M
Net Calls
+$675K
Net Calls Change
-$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$297M +$44.2M +861,429 +18%
PP
2
Prudential plc
United Kingdom
$143M +$4.07M +79,287 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$139M +$1.65M +32,060 +1%
Bank of America
4
Bank of America
North Carolina
$97.5M +$55.1M +1,073,523 +131%
Ameriprise
5
Ameriprise
Minnesota
$92.6M -$5.12M -99,693 -5%
AIMU
6
Allianz Investment Management US
Minnesota
$83.5M
RIG
7
RiverFront Investment Group
Virginia
$62.9M +$7.46M +145,325 +14%
AP
8
Agilis Partners
Massachusetts
$59.3M +$5.24M +102,172 +10%
Wells Fargo
9
Wells Fargo
California
$47.6M +$11.1M +215,492 +30%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$39.3M +$12M +233,868 +44%
AssetMark Inc
11
AssetMark Inc
California
$37.2M +$606K +11,806 +2%
BP
12
BNP Paribas
France
$36.3M +$36.2M +705,621 New
RJA
13
Raymond James & Associates
Florida
$36.1M -$247K -4,814 -0.7%
Morgan Stanley
14
Morgan Stanley
New York
$27.5M -$16.7M -326,328 -38%
UBS Group
15
UBS Group
Switzerland
$19.1M -$465K -9,071 -2%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$19.1M -$2.19M -42,769 -10%
Truist Financial
17
Truist Financial
North Carolina
$19M +$425K +8,282 +2%
NI
18
NYL Investors
New York
$18.8M +$30.8K +600 +0.2%
LPL Financial
19
LPL Financial
California
$18.5M -$5.88M -114,639 -24%
ACM
20
Advisors Capital Management
New Jersey
$17.9M +$17.8M +347,400 New
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$17.6M +$2.12M +41,359 +14%
TVAMP
22
Tennessee Valley Asset Management Partners
Tennessee
$17.4M -$13.4M -261,440 -44%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$16M -$5.12M -99,808 -24%
MML Investors Services
24
MML Investors Services
Massachusetts
$14.1M +$3.08M +60,067 +28%
JP Morgan Chase
25
JP Morgan Chase
New York
$13M -$1.81M -35,295 -12%

IGLB Hedge Fund Activity: Q1 2024 in Review

187 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2024, worth a combined $1.66B — up 4.2% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGLB positions and 31 closed out — a net gain of 9 holders — while 59 added to existing stakes and 54 trimmed.

The largest buyer was Bank of America, adding an estimated $55.1M. The largest seller was Dai-ichi Life Insurance Company, exiting entirely with an estimated $68.9M sold.

  • 187 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2024, up from 179 in Q4 2023.
  • Funds reported $1.66B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2024, up 4.2% quarter-over-quarter.
  • 40 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2024 and 31 closed out, a net change of +9 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2024 was Bank of America, an estimated $55.1M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2024 was Dai-ichi Life Insurance Company, an estimated $68.9M sold.

Based on aggregated 13F filings for Q1 2024.