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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Overview Fund Activity

505 hedge funds and large institutions have $7.69B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 216 increasing their positions, 107 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+77
Holders Change %
+17.99%
% of All Funds
9.97%
Holding in Top 10
41
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+17.14%
% of All Funds
0.81%
New
108
Increased
216
Reduced
107
Closed
23
Calls
$174M
Puts
$359K
Net Calls
+$173M
Net Calls Change
-$41.7M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$180M
2
PP
Prudential plc
United Kingdom
+$119M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$80.1M
4
Ameriprise
Ameriprise
Minnesota
+$62.7M
5
AC
Allstate Corporation
Illinois
+$29.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$260M
2
Goldman Sachs
Goldman Sachs
New York
-$36.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$15.4M
4
NI
NYL Investors
New York
-$7.12M
5
BCM
Bluefin Capital Management
New York
-$6.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
301
High Falls Advisors
New York
$611K +$210K +3,617 +52%
LF
302
LifeSteps Financial
California
$603K +$603K +10,408 New
CCWA
303
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$587K -$1.36M -23,360 -70%
NA
304
Nottingham Advisors
New York
$580K – – –
EWM
305
Empirical Wealth Management
Washington
$578K – – –
AWE
306
Avidian Wealth Enterprises
Texas
$576K +$200K +3,457 +53%
MSS
307
Mitchell Sinkler & Starr
Pennsylvania
$536K +$536K +9,250 New
MIFH
308
Migdal Insurance & Financial Holdings
Israel
$529K +$1.1K +19 +0.2%
CFW
309
CA Family Wealth
California
$523K +$523K +9,019 New
LG
310
LaFleur & Godfrey
Michigan
$496K – – –
SSB
311
Sandy Spring Bank
Maryland
$492K – – –
FFS
312
Founders Financial Securities
Maryland
$491K +$16.4K +283 +3%
CAS
313
Cascadia Advisory Services
Oregon
$491K +$491K +8,476 New
VC
314
Veracity Capital
Georgia
$486K +$486K +8,377 New
Fisher Asset Management
315
Fisher Asset Management
Washington
$484K -$60.9K -1,050 -11%
Rockefeller Capital Management
316
Rockefeller Capital Management
New York
$479K +$126K +2,168 +36%
TC
317
Trilogy Capital
California
$462K +$2.09K +36 +0.5%
WWM
318
Western Wealth Management
Colorado
$458K +$25.2K +435 +6%
3AM
319
3D Asset Management
Connecticut
$449K +$4.81K +83 +1%
PO
320
Private Ocean
California
$449K +$449K +7,725 +96,563%
SFP
321
Shepherd Financial Partners
Massachusetts
$446K +$161K +2,775 +56%
FNBT
322
FineMark National Bank & Trust
Florida
$445K +$445K +7,674 New
WIA
323
World Investment Advisors
California
$443K +$443K +7,632 New
DIA
324
Dana Investment Advisors
Wisconsin
$442K -$12.1K -208 -3%
GIC
325
GFI Investment Counsel
Ontario, Canada
$434K – – –
11 12
13
14 15