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iShares 10+ Year Investment Grade Corporate Bond ETF

194 hedge funds and large institutions have $1.94B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

47% more call options, than puts

Call options by funds: $5.3M | Put options by funds: $3.61M

33% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 55

24% more capital invested

Capital invested by funds: $1.56B → $1.94B (+$375M)

9% more funds holding

Funds holding: 178194 (+16)

2.5% less ownership

Funds ownership: 69.56%67.06% (-2.5%)

Holders
194
Holders Change
+16
Holders Change %
+8.99%
% of All Funds
2.79%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
40
Increased
73
Reduced
55
Closed
23
Calls
$5.3M
Puts
$3.61M
Net Calls
+$1.68M
Net Calls Change
-$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$222M -$62.7M -1,201,272 -22%
PP
2
Prudential plc
United Kingdom
$154M +$1.38M +26,450 +0.9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$151M -$15.4M -295,150 -9%
Ameriprise
4
Ameriprise
Minnesota
$125M +$29.3M +562,502 +32%
Bank of America
5
Bank of America
North Carolina
$122M +$1.79M +34,337 +2%
AIMU
6
Allianz Investment Management US
Minnesota
$86.9M
RIG
7
RiverFront Investment Group
Virginia
$84.2M -$487K -9,337 -0.6%
AssetMark Inc
8
AssetMark Inc
California
$57.6M +$19.1M +366,054 +52%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$48.7M +$44.2M +846,776 +1,396%
Legal & General Group
10
Legal & General Group
United Kingdom
$48.1M +$46.8M +896,291 New
Wells Fargo
11
Wells Fargo
California
$47.5M -$5.59M -107,121 -11%
LPL Financial
12
LPL Financial
California
$47M +$23.1M +442,912 +102%
Morgan Stanley
13
Morgan Stanley
New York
$40.3M +$10.9M +209,638 +39%
RJA
14
Raymond James & Associates
Florida
$38.2M -$6.97M -133,654 -16%
AP
15
Agilis Partners
Massachusetts
$32.3M -$40.6M -777,751 -78%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$28.4M -$3.24M -62,027 -10%
JP Morgan Chase
17
JP Morgan Chase
New York
$28.3M +$11.5M +221,370 +72%
UBS Group
18
UBS Group
Switzerland
$23.8M +$4.06M +77,767 +21%
KIM
19
Kestra Investment Management
Texas
$23.7M +$23M +441,372 New
ACM
20
Advisors Capital Management
New Jersey
$21.5M +$528K +10,124 +3%
TVAMP
21
Tennessee Valley Asset Management Partners
Tennessee
$20.6M +$761K +14,592 +4%
NI
22
NYL Investors
New York
$20M +$130K +2,500 +0.7%
Kovitz Investment Group Partners
23
Kovitz Investment Group Partners
Illinois
$19.9M +$10.4M +198,484 +115%
MWM
24
Mittelman Wealth Management
Massachusetts
$19.4M +$18.9M +361,689 New
SPC
25
Sigma Planning Corp
Michigan
$19.3M +$18.8M +360,181 New

IGLB Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q3 2024, worth a combined $1.94B — up 24% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGLB positions and 23 closed out — a net gain of 17 holders — while 73 added to existing stakes and 55 trimmed.

The largest buyer was Legal & General Group, opening a new position worth an estimated $46.8M. The largest seller was BlackRock, cutting an estimated $62.7M.

  • 194 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q3 2024, up from 178 in Q2 2024.
  • Funds reported $1.94B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q3 2024, up 24% quarter-over-quarter.
  • 40 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q3 2024 and 23 closed out, a net change of +17 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q3 2024 was Legal & General Group, an estimated $46.8M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q3 2024 was BlackRock, an estimated $62.7M sold.

Based on aggregated 13F filings for Q3 2024.