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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
+$226M
2
Goldman Sachs
Goldman Sachs
New York
+$202M
3
Morgan Stanley
Morgan Stanley
New York
+$168M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$56.5M
5
AssetMark Inc
AssetMark Inc
California
+$49.2M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$69.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$46.4M
3
AIMU
Allianz Investment Management US
Minnesota
-$38M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$18.6M
5
FTUS
Flow Traders U.S.
New York
-$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFS
351
GYL Financial Synergies
Connecticut
$400K – – –
NB
352
NBT Bank
New York
$386K +$386K +7,432 New
ClearBridge Investments
353
ClearBridge Investments
New York
$382K +$133K +2,550 +53%
WWM
354
Western Wealth Management
Colorado
$377K -$246K -4,735 -40%
CPRC
355
Consolidated Portfolio Review Corp
New York
$376K -$8.11K -156 -2%
CCFCSB
356
Cape Cod Five Cents Savings Bank
Massachusetts
$372K -$1.18M -22,600 -76%
MPW
357
MGO Private Wealth
California
$369K +$369K +7,094 New
CICC
358
Capital Investment Counsel (Colorado)
Colorado
$366K +$366K +7,037 New
WTC
359
WhitTier Trust Company
Nevada
$363K -$474K -9,113 -57%
FA
360
FC Advisory
Pennsylvania
$353K +$3.69K +71 +1%
SG
361
StoneX Group
New York
$349K – – –
AG
362
Ascent Group
Virginia
$346K +$130K +2,542 +60%
FWP
363
Falcon Wealth Planning
California
$346K -$5.3K -102 -2%
SPIA
364
Steward Partners Investment Advisory
New York
$345K -$11.6M -223,751 -97%
PCMC
365
Paragon Capital Management (Colorado)
Colorado
$337K +$337K +6,482 New
CAG
366
Crestwood Advisors Group
Massachusetts
$336K – – –
OWP
367
Obermeyer Wealth Partners
Colorado
$333K – – –
HA
368
Hofer & Associates
California
$331K +$23.2K +446 +8%
LF
369
Lee Financial
Texas
$330K -$70.2K -1,350 -18%
PWW
370
Pettyjohn Wood & White
Virginia
$324K -$20.8K -400 -6%
SFP
371
Shepherd Financial Partners
Massachusetts
$320K -$9.76M -187,765 -97%
PIA
372
Panoramic Investment Advisors
Colorado
$315K -$101K -1,943 -24%
MM
373
Meridian Management
Arkansas
$312K -$7.07K -138 -2%
CCG
374
Ceeto Capital Group
Florida
$312K – – –
BFW
375
Brady Family Wealth
Missouri
$303K – – –
13 14
15
16 17