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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Overview Fund Activity

381 hedge funds and large institutions have $4.16B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 92 increasing their positions, 164 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+32
Holders Change %
+9.17%
% of All Funds
8.5%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.67%
New
69
Increased
92
Reduced
164
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$645M
2
AC
Allstate Corporation
Illinois
$122M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30M
4
AG
Advisor Group
Arizona
$56.6M
5
AssetMark Inc
AssetMark Inc
California
$89.5M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$1.35M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$13.5M
3
Morgan Stanley
Morgan Stanley
New York
$108M
4
CPO
Cerity Partners OCIO
New York
$2.21M
5
DSN
D. Scott Neal
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAS
376
Shine Investment Advisory Services
Colorado
$4K +$4K +80 New
LDFR
377
Lehman & Derafelo Financial Resources
Pennsylvania
$3K +$3K +48 New
PB
378
Pinnacle Bancorp
Nebraska
$3K +$3K +56 New
MFW
379
Mosaic Family Wealth
Missouri
$2K – – –
LWM
380
Lenox Wealth Management
Ohio
$2K +$2K +295 New
QCIG
381
Quad-Cities Investment Group
Iowa
$1K +$1K +10 New
DSN
382
D. Scott Neal
Kentucky
– -$24.5M -460,556 Closed
MGIA
383
Matthew Goff Investment Advisor
Texas
– -$7.88M -148,245 Closed
DF
384
Donoghue Forlines
Massachusetts
– -$3.42M -64,386 Closed
Millennium Management
385
Millennium Management
New York
– -$3.29M -61,887 Closed
LA
386
Leonetti & Associates
Illinois
– -$2.43M -45,832 Closed
AP
387
Agilis Partners
Massachusetts
– -$1.55M -29,148 Closed
HJA
388
Hugh Johnson Advisors
New York
– -$1.44M -27,190 Closed
Renaissance Technologies
389
Renaissance Technologies
New York
– -$1.4M -26,304 Closed
FM
390
Forward Management
California
– -$1.26M -23,790 Closed
BFA
391
Beaumont Financial Advisors
Massachusetts
– -$694K -13,078 Closed
WP
392
WealthSource Partners
California
– -$536K -10,098 Closed
DIA
393
Dana Investment Advisors
Wisconsin
– -$455K -8,573 Closed
BFM
394
Boston Financial Management
Massachusetts
– -$454K -8,546 Closed
GIC
395
GFI Investment Counsel
Ontario, Canada
– -$840K -7,870 Closed
CWM
396
CMH Wealth Management
New Hampshire
– -$381K -7,211 Closed
LA
397
LexAurum Advisors
Kansas
– -$337K -6,348 Closed
FTS
398
Fifth Third Securities
Ohio
– -$268K -5,056 Closed
RCAG
399
Rehmann Capital Advisory Group
Michigan
– -$232K -4,376 Closed
SWP
400
Stratos Wealth Partners
Ohio
– -$210K -3,946 Closed
13 14 15
16
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