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iShares 10+ Year Investment Grade Corporate Bond ETF

211 hedge funds and large institutions have $1.67B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 91 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

121.84% more ownership

Funds ownership: 72.09%193.93% (+122%)

42% more call options, than puts

Call options by funds: $3.75M | Put options by funds: $2.65M

4% less funds holding

Funds holding: 219211 (-8)

14% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 29

15% less capital invested

Capital invested by funds: $1.95B → $1.67B (-$284M)

22% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 91

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
211
Holders Change
-8
Holders Change %
-3.65%
% of All Funds
2.78%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
25
Increased
71
Reduced
91
Closed
29
Calls
$3.75M
Puts
$2.65M
Net Calls
+$1.1M
Net Calls Change
+$924K
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
Prudential plc
United Kingdom
$151M +$1.74M +35,522 +1%
BlackRock
2
BlackRock
New York
$145M -$1.37M -28,080 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$138M -$69M -1,410,100 -34%
Bank of America
4
Bank of America
North Carolina
$131M -$6.38M -130,445 -5%
KIM
5
Kestra Investment Management
Texas
$130M +$62.6M +1,279,517 +97%
AIMU
6
Allianz Investment Management US
Minnesota
$81.4M
AssetMark Inc
7
AssetMark Inc
California
$75.5M -$8.6M -175,770 -10%
Ameriprise
8
Ameriprise
Minnesota
$47.4M -$32.5M -665,395 -41%
LPL Financial
9
LPL Financial
California
$41.8M -$11.5M -235,352 -22%
Wells Fargo
10
Wells Fargo
California
$39.2M +$857K +17,531 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$37.6M +$3.29M +67,259 +10%
RIG
12
RiverFront Investment Group
Virginia
$36.3M -$56.5M -1,155,389 -62%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$36M -$28.4M -581,594 -45%
Morgan Stanley
14
Morgan Stanley
New York
$28.9M -$3.46M -70,746 -11%
Raymond James Financial
15
Raymond James Financial
Florida
$28.7M -$21.2M -432,713 -43%
HI
16
Horizon Investments
North Carolina
$25M +$7.6M +155,476 +45%
IWS
17
Insight Wealth Strategies
California
$22.2M +$245K +5,001 +1%
ACM
18
Advisors Capital Management
New Jersey
$20.9M +$3.13M +64,019 +18%
NI
19
NYL Investors
New York
$19.4M +$269K +5,496 +1%
UBS Group
20
UBS Group
Switzerland
$19.1M -$1.65M -33,790 -8%
Osaic Holdings
21
Osaic Holdings
Arizona
$18.2M +$5.73M +117,165 +48%
MPW
22
MA Private Wealth
California
$17.8M +$17.3M +354,405 New
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$17.6M
Truist Financial
24
Truist Financial
North Carolina
$15.4M -$6.82M -139,539 -31%
JP Morgan Chase
25
JP Morgan Chase
New York
$14.5M -$4.07M -83,309 -22%

IGLB Hedge Fund Activity: Q2 2025 in Review

211 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2025, worth a combined $1.67B — down 15% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of IGLB and 25 opened new positions — a net loss of 4 holders — while 91 trimmed existing stakes and 71 added.

The largest buyer was Gallagher Fiduciary Advisors, adding an estimated $2.85B. The largest seller was Envestnet Asset Management, cutting an estimated $69M.

  • 211 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2025, down from 219 in Q1 2025.
  • Funds reported $1.67B of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 25 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2025 and 29 closed out, a net change of -4 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2025 was Gallagher Fiduciary Advisors, an estimated $2.85B added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $69M sold.

Based on aggregated 13F filings for Q2 2025.