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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
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.43B +$6.26K +122 +0.4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$193M +$56.2M +1,095,957 +39%
BlackRock
3
BlackRock
New York
$159M -$47.8M -931,335 -22%
Bank of America
4
Bank of America
North Carolina
$145M +$33.3M +648,460 +28%
PP
5
Prudential plc
United Kingdom
$141M -$806K -15,708 -0.5%
RIG
6
RiverFront Investment Group
Virginia
$84.7M +$7.29M +142,047 +9%
AIMU
7
Allianz Investment Management US
Minnesota
$80.1M
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$65.9M +$21.6M +420,405 +46%
AssetMark Inc
9
AssetMark Inc
California
$65.8M +$13.2M +257,803 +24%
Ameriprise
10
Ameriprise
Minnesota
$60.2M -$57.7M -1,124,310 -48%
KIM
11
Kestra Investment Management
Texas
$53.5M +$32.9M +640,945 +145%
Raymond James Financial
12
Raymond James Financial
Florida
$53.1M +$55.1M +1,074,405 New
LPL Financial
13
LPL Financial
California
$51.1M +$8.1M +157,894 +18%
Legal & General Group
14
Legal & General Group
United Kingdom
$46.6M +$2.17M +42,341 +5%
Wells Fargo
15
Wells Fargo
California
$37.8M -$6.13M -119,434 -13%
Morgan Stanley
16
Morgan Stanley
New York
$34.4M -$2.83M -55,138 -7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$26.8M +$10.4M +202,050 +59%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$25.7M -$463K -9,019 -2%
AP
19
Agilis Partners
Massachusetts
$20.9M +$10.6M +207,321 +96%
Kovitz Investment Group Partners
20
Kovitz Investment Group Partners
Illinois
$19.9M +$1.55M +30,302 +8%
UBS Group
21
UBS Group
Switzerland
$19.3M -$2.76M -53,689 -12%
NI
22
NYL Investors
New York
$18.6M +$236K +4,600 +1%
TVAMP
23
Tennessee Valley Asset Management Partners
Tennessee
$18.4M -$585K -11,404 -3%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$17.3M
SPC
25
Sigma Planning Corp
Michigan
$17.2M -$567K -11,055 -3%

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.