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iShares 10+ Year Investment Grade Corporate Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 187178 (-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: 86 (-2)

Holders
178
Holders Change
-9
Holders Change %
-4.81%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
25
Increased
65
Reduced
53
Closed
31
Calls
$5.03M
Puts
$525K
Net Calls
+$4.5M
Net Calls Change
+$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$268M -$20.5M -410,145 -7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$156M +$20.9M +418,597 +16%
PP
3
Prudential plc
United Kingdom
$142M +$2.94M +58,853 +2%
Bank of America
4
Bank of America
North Carolina
$112M +$17.5M +350,384 +19%
Ameriprise
5
Ameriprise
Minnesota
$88.9M -$1.11M -22,283 -1%
AIMU
6
Allianz Investment Management US
Minnesota
$81.1M
RIG
7
RiverFront Investment Group
Virginia
$79.1M +$18M +360,495 +30%
Wells Fargo
8
Wells Fargo
California
$49.7M +$3.4M +68,009 +7%
RJA
9
Raymond James & Associates
Florida
$42.3M +$7.31M +146,167 +21%
AssetMark Inc
10
AssetMark Inc
California
$35.5M -$689K -13,781 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$29.6M -$8.6M -172,067 -23%
Morgan Stanley
12
Morgan Stanley
New York
$27.1M +$399K +7,977 +1%
AP
13
Agilis Partners
Massachusetts
$22.3M -$7.84M -156,798 -14%
LPL Financial
14
LPL Financial
California
$21.7M +$3.77M +75,451 +21%
Truist Financial
15
Truist Financial
North Carolina
$20.2M +$1.67M +33,362 +9%
ACM
16
Advisors Capital Management
New Jersey
$19.6M +$2.2M +43,940 +13%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$18.5M
NI
18
NYL Investors
New York
$18.5M +$230K +4,600 +1%
TVAMP
19
Tennessee Valley Asset Management Partners
Tennessee
$18.5M +$1.57M +31,399 +9%
UBS Group
20
UBS Group
Switzerland
$18.4M -$179K -3,582 -1%
MML Investors Services
21
MML Investors Services
Massachusetts
$17M +$3.3M +66,052 +24%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$15.5M -$49.9K -997 -0.3%
JP Morgan Chase
23
JP Morgan Chase
New York
$15.3M +$2.67M +53,468 +21%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$13.7M +$1.09M +21,789 +9%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$13.3M +$5.77M +115,433 +77%

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.