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

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$172M
2
Jane Street
2
Jane Street
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$151M
4
UCFA
4
United Capital Financial Advisors
Texas
$267M
5
Northern Trust
5
Northern Trust
Illinois
$300M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWP
351
Obermeyer Wealth Partners
Colorado
$317K +$317K +6,410 New
CAL
352
Capital Analysts LLC
Pennsylvania
$315K +$20.3K +411 +7%
FGAM
353
Financial Gravity Asset Management
Texas
$309K -$2.06M -334 -87%
VCA
354
Verdence Capital Advisors
Maryland
$307K – – –
GCL
355
Gouws Capital LLC
North Carolina
$302K – – –
BFW
356
Brady Family Wealth
Missouri
$302K +$302K +6,090 New
BA
357
Bellwether Advisors
Nebraska
$298K -$487K -9,836 -62%
WIA
358
World Investment Advisors
California
$295K -$299K -6,046 -50%
GWM
359
GDS Wealth Management
Texas
$282K -$26.1K -528 -8%
CL
360
Choreo LLC
Illinois
$282K – – –
WQ
361
Wealth Quarterback
New Jersey
$274K -$48.8K -986 -15%
WF
362
Welch & Forbes
Massachusetts
$273K – – –
AWM
363
Avior Wealth Management
Nebraska
$272K +$2.97K +60 +1%
SPC
364
Sigma Planning Corp
Michigan
$258K -$23.2K -469 -8%
SWM
365
Seaside Wealth Management
California
$257K – – –
RF
366
RHS Financial
California
$256K -$90.5K -1,826 -26%
EWM
367
Evercore Wealth Management
New York
$255K -$4.75K -96 -2%
SSWM
368
Sheets Smith Wealth Management
North Carolina
$247K – – –
WAP
369
Wealthcare Advisory Partners
Pennsylvania
$242K +$242K +4,896 New
JLBC
370
J.L. Bainbridge & Co
Florida
$242K – – –
AWM
371
Apollon Wealth Management
South Carolina
$242K +$17.3K +349 +8%
EAM
372
Evanson Asset Management
California
$240K – – –
AUB
373
Atlantic Union Bankshares
Virginia
$238K -$62K -1,253 -21%
ClearBridge Investments
374
ClearBridge Investments
New York
$237K -$16.8K -340 -7%
CBFP
375
Cedar Brook Financial Partners
Ohio
$234K -$8.12K -164 -3%
13 14
15
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