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iShares 10+ Year Investment Grade Corporate Bond ETF

219 hedge funds and large institutions have $1.95B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.46% more ownership

Funds ownership: 69.63%72.09% (+2.5%)

7% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $2.44M

6% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 78

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

3% less funds holding

Funds holding: 226219 (-7)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

41% less capital invested

Capital invested by funds: $3.31B → $1.95B (-$1.36B)

Holders
219
Holders Change
-7
Holders Change %
-3.1%
% of All Funds
2.94%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
24
Increased
83
Reduced
78
Closed
25
Calls
$2.61M
Puts
$2.44M
Net Calls
+$176K
Net Calls Change
-$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$209M +$12.1M +243,125 +6%
PP
2
Prudential plc
United Kingdom
$149M +$5.72M +114,685 +4%
BlackRock
3
BlackRock
New York
$147M -$14.6M -293,031 -9%
Bank of America
4
Bank of America
North Carolina
$138M -$9.09M -182,139 -6%
RIG
5
RiverFront Investment Group
Virginia
$94.3M +$8.19M +164,046 +10%
AssetMark Inc
6
AssetMark Inc
California
$84.4M +$17.4M +347,902 +26%
Ameriprise
7
Ameriprise
Minnesota
$80.9M +$19.7M +394,967 +33%
AIMU
8
Allianz Investment Management US
Minnesota
$78.6M
KIM
9
Kestra Investment Management
Texas
$65.9M +$11.5M +230,445 +21%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$65.3M -$1.13M -22,709 -2%
LPL Financial
11
LPL Financial
California
$53.6M +$1.64M +32,829 +3%
Raymond James Financial
12
Raymond James Financial
Florida
$50.4M -$3.53M -70,719 -7%
Wells Fargo
13
Wells Fargo
California
$38.4M -$101K -2,033 -0.3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$34.3M +$7M +140,256 +26%
Morgan Stanley
15
Morgan Stanley
New York
$32.4M -$2.53M -50,618 -7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$25.6M -$529K -10,594 -2%
Truist Financial
17
Truist Financial
North Carolina
$22.5M +$6.45M +129,211 +41%
GFA
18
Gallagher Fiduciary Advisors
Illinois
$22.3M +$22.2M +443,997 New
IWS
19
Insight Wealth Strategies
California
$22M +$21.9M +438,327 New
UBS Group
20
UBS Group
Switzerland
$20.9M +$1.19M +23,855 +6%
TVAMP
21
Tennessee Valley Asset Management Partners
Tennessee
$19.7M +$976K +19,563 +5%
NI
22
NYL Investors
New York
$19.1M +$195K +3,900 +1%
Legal & General Group
23
Legal & General Group
United Kingdom
$19.1M -$27.8M -556,551 -59%
JP Morgan Chase
24
JP Morgan Chase
New York
$18.6M +$3.85M +77,242 +26%
ACM
25
Advisors Capital Management
New Jersey
$17.6M +$11.8M +236,541 +206%

IGLB Hedge Fund Activity: Q1 2025 in Review

219 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q1 2025, worth a combined $1.95B — down 41% from $3.31B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IGLB and 24 opened new positions — a net loss of 1 holder — while 78 trimmed existing stakes and 83 added.

The largest buyer was Gallagher Fiduciary Advisors, opening a new position worth an estimated $22.2M. The largest seller was Legal & General Group, cutting an estimated $27.8M.

  • 219 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q1 2025, down from 226 in Q4 2024.
  • Funds reported $1.95B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q1 2025, down 41% quarter-over-quarter.
  • 24 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q1 2025 and 25 closed out, a net change of -1 holder.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q1 2025 was Gallagher Fiduciary Advisors, an estimated $22.2M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q1 2025 was Legal & General Group, an estimated $27.8M sold.

Based on aggregated 13F filings for Q1 2025.