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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Overview Fund Activity

504 hedge funds and large institutions have $10.2B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 146 increasing their positions, 198 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+20
Holders Change %
+4.13%
% of All Funds
8.13%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
0.69%
New
87
Increased
146
Reduced
198
Closed
60
Calls
$1.54M
Puts
$728K
Net Calls
+$812K
Net Calls Change
+$43K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$2.05B
2
PP
Prudential plc
United Kingdom
$265M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.94B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$170M
5
Morgan Stanley
Morgan Stanley
New York
$203M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$172M
2
Jane Street
Jane Street
New York
$0
3
Ameriprise
Ameriprise
Minnesota
$151M
4
UCFA
United Capital Financial Advisors
Texas
$267M
5
Northern Trust
Northern Trust
Illinois
$300M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIC
251
GFI Investment Counsel
Ontario, Canada
$777K -$1.06M -21,320 -58%
CPP
252
Capasso Planning Partners
South Carolina
$774K -$60.1K -1,213 -7%
BCM
253
Boltwood Capital Management
California
$772K -$184K -3,715 -19%
ATC
254
Argent Trust Co
Tennessee
$755K -$21.8K -440 -3%
HPM
255
Hoxton Planning & Management
West Virginia
$753K +$753K +15,219 New
EDRH
256
Edmond de Rothschild Holding
Switzerland
$750K +$266K +5,378 +55%
RIA
257
Realta Investment Advisors
Delaware
$747K -$56.9K -1,150 -7%
AWM
258
Adams Wealth Management
Utah
$743K +$58.4K +1,180 +9%
DIA
259
Dana Investment Advisors
Wisconsin
$739K -$16.6K -335 -2%
CSPIA
260
Cary Street Partners Investment Advisory
Virginia
$734K -$139K -2,802 -16%
LNC
261
Lincoln National Corp
Pennsylvania
$731K -$222K -4,489 -23%
MPW
262
MGO Private Wealth
California
$730K +$42.6K +860 +6%
SAS
263
Stelac Advisory Services
New York
$726K -$973K -19,647 -57%
AWE
264
Avidian Wealth Enterprises
Texas
$709K -$135K -2,729 -16%
PAS
265
Park Avenue Securities
New York
$701K -$45.6K -920 -6%
MSS
266
Mitchell Sinkler & Starr
Pennsylvania
$694K – – –
SSG
267
Summit Securities Group
New York
$693K +$569K +11,500 +460%
FPAS
268
Focus Partners Advisor Solutions
Missouri
$686K +$151K +3,056 +28%
PCA
269
Peddock Capital Advisors
Massachusetts
$686K +$159K +3,208 +30%
CS
270
Credit Suisse
Switzerland
$677K – – –
SAM
271
Sawgrass Asset Management
Florida
$663K -$203K -4,100 -23%
PA
272
Probity Advisors
Texas
$661K -$234K -4,727 -26%
SWP
273
Stratos Wealth Partners
Ohio
$661K +$109K +2,207 +20%
CPM
274
Connective Portfolio Management
New York
$656K -$591K -11,930 -47%
BFA
275
Bragg Financial Advisors
North Carolina
$652K +$371K +7,500 +132%
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