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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Overview Fund Activity

548 hedge funds and large institutions have $10.2B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 193 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+33
Holders Change %
+6.41%
% of All Funds
8.03%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.62%
New
97
Increased
193
Reduced
198
Closed
53
Calls
$3.92M
Puts
$62K
Net Calls
+$3.86M
Net Calls Change
+$2.39M

Top Buyers

1
PP
Prudential plc
United Kingdom
$412M
2
Goldman Sachs
Goldman Sachs
New York
$479M
3
Morgan Stanley
Morgan Stanley
New York
$380M
4
Financial Engines Advisors
Financial Engines Advisors
California
$2.5B
5
AssetMark Inc
AssetMark Inc
California
$207M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$106M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$252M
3
AIMU
Allianz Investment Management US
Minnesota
$2.56M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$64.1M
5
FTUS
Flow Traders U.S.
New York
$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
276
Concourse Financial Group Securities
Alabama
$794K -$134K -2,577 -14%
WPC
277
White Pine Capital
Minnesota
$794K +$115K +2,216 +17%
HCM
278
Hengehold Capital Management
Ohio
$792K +$51.4K +989 +7%
MSS
279
Mitchell Sinkler & Starr
Pennsylvania
$789K +$789K +15,171 New
Corient Private Wealth
280
Corient Private Wealth
Florida
$773K -$187K -3,601 -19%
HIS
281
Horizon Investment Services
Indiana
$756K -$12K -230 -2%
HA
282
Herold Advisors
New York
$749K +$140K +2,692 +23%
AWM
283
Apollon Wealth Management
South Carolina
$735K +$520K +9,995 +241%
KP
284
Keel Point
Alabama
$728K +$510K +9,811 +234%
BWAM
285
Boyd Watterson Asset Management
Ohio
$725K -$82.2K -1,581 -10%
MAWAG
286
Mid-American Wealth Advisory Group
Missouri
$719K -$24.6K -473 -3%
CA
287
CoreCap Advisors
Michigan
$716K -$565K -10,868 -44%
CCB
288
Country Club Bank
Missouri
$705K -$52.4K -1,005 -7%
SIMC
289
Squire Investment Management Company
Utah
$690K +$690K +13,261 New
CM
290
Columbus Macro
Pennsylvania
$689K +$11.5K +222 +2%
LCGC
291
Legacy Capital Group California
California
$685K +$172K +3,306 +33%
RIA
292
Realta Investment Advisors
Delaware
$666K -$76.5K -1,472 -10%
B
293
Bellecapital
Switzerland
$663K -$1M -19,234 -60%
DAS
294
Dynamic Advisor Solutions
Arizona
$662K +$662K +12,908 New
AWM
295
Accurate Wealth Management
Florida
$660K -$708K -13,674 -52%
BHPW
296
Beverly Hills Private Wealth
California
$659K +$659K +12,678 New
SWM
297
Seed Wealth Management
Illinois
$658K -$655K -12,655 -50%
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
$650K +$630K +12,123 +3,190%
VC
299
Vicus Capital
Pennsylvania
$648K -$115K -2,214 -15%
AWM
300
Avior Wealth Management
Nebraska
$647K -$144K -2,762 -18%
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