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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Overview Fund Activity

381 hedge funds and large institutions have $4.16B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 92 increasing their positions, 164 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+32
Holders Change %
+9.17%
% of All Funds
8.5%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.67%
New
69
Increased
92
Reduced
164
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$102M
2
AC
Allstate Corporation
Illinois
+$28.8M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$24.8M
4
AG
Advisor Group
Arizona
+$24.1M
5
AssetMark Inc
AssetMark Inc
California
+$22.1M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$133M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$43.3M
3
Morgan Stanley
Morgan Stanley
New York
-$42.9M
4
CPO
Cerity Partners OCIO
New York
-$35.9M
5
DSN
D. Scott Neal
Kentucky
-$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
226
Empirical Wealth Management
Washington
$523K +$523K +9,970 New
NFG
227
Next Financial Group
Texas
$521K +$521K +9,948 New
AWM
228
AE Wealth Management
Kansas
$516K -$78.8K -1,505 -13%
KPW
229
Kore Private Wealth
New York
$508K +$508K +9,698 New
SIC
230
Shoker Investment Counsel
Ohio
$504K -$200K -3,811 -28%
CA
231
Cetera Advisors
Colorado
$503K +$85.1K +1,624 +20%
IWC
232
Integrated Wealth Concepts
Massachusetts
$502K +$45.2K +863 +10%
F
233
F3Logic
Minnesota
$500K +$500K +9,514 New
HL
234
HeadInvest LLC
Maine
$490K +$276K +5,260 +129%
NSCM
235
New South Capital Management
Tennessee
$463K – – –
BA
236
Boston Advisors
Massachusetts
$453K -$237K -4,530 -34%
BB
237
Bell Bank
North Dakota
$451K -$35.4K -676 -7%
TNBTD
238
Trustmark National Bank Trust Department
Mississippi
$450K -$10.7K -204 -2%
SSB
239
Sandy Spring Bank
Maryland
$445K -$21K -400 -4%
MWM
240
MinichMacGregor Wealth Management
New York
$432K +$432K +3,925 New
NAM
241
NTV Asset Management
West Virginia
$430K – – –
TC
242
Trilogy Capital
California
$426K -$13.2M -251,945 -97%
3AM
243
3D Asset Management
Connecticut
$422K -$132K -2,525 -24%
IIC
244
Integrated Investment Consultants
Michigan
$418K -$237K -4,519 -36%
CG
245
Colony Group
Massachusetts
$412K +$204K +3,898 +98%
BCA
246
Bray Capital Advisors
Florida
$408K +$238K +4,540 +140%
ERIM
247
Eagle Ridge Investment Management
Connecticut
$398K – – –
HS
248
Horan Securities
United States
$388K -$268K -5,082 -41%
BFG
249
Beacon Financial Group
Texas
$380K -$24.6K -469 -6%
LI
250
LVZ Inc
Michigan
$367K -$41.7K -795 -10%
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