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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 %
TPA
376
Trivium Point Advisory
Connecticut
$229K -$201K -3,965 -47%
IWM
377
IHT Wealth Management
Illinois
$226K -$8.22K -166 -4%
William Blair & Company
378
William Blair & Company
Illinois
$226K -$100K -2,026 -31%
WIM
379
WealthPlan Investment Management
Nebraska
$226K -$9.93K -196 -4%
CWM
380
Centurion Wealth Management
Virginia
$226K +$226K +4,556 New
WP
381
WealthPLAN Partners
Nebraska
$225K +$225K +4,451 New
RPCA
382
Running Point Capital Advisors
California
$222K +$85.9K +1,735 +63%
FTS
383
Fifth Third Securities
Ohio
$221K -$195K -3,930 -47%
SCA
384
Snowden Capital Advisors
New York
$220K -$49.9K -1,008 -18%
TC
385
TAGStone Capital
North Carolina
$218K +$2.38K +48 +1%
FCA
386
FinTrust Capital Advisors
South Carolina
$218K – – –
PTC
387
Private Trust Company
Ohio
$215K +$117K +2,374 +120%
SSB
388
Sandy Spring Bank
Maryland
$213K -$217K -4,373 -50%
BCV
389
Banque Cantonale Vaudoise
Switzerland
$212K -$28.6K -580 -12%
JFL
390
Jarislowsky, Fraser Ltd
Quebec, Canada
$211K -$206K – –
JAG
391
Journey Advisory Group
Kentucky
$210K – – –
SAM
392
S.A. Mason
Michigan
$210K – – –
CAM
393
Chandler Asset Management
California
$207K – – –
LWM
394
LJI Wealth Management
Indiana
$206K +$206K +4,170 New
SW
395
SVB Wealth
Massachusetts
$206K – – –
FA
396
Flagstar Advisors
New York
$204K -$12.8K -258 -6%
CCA
397
Clearwater Capital Advisors
Illinois
$204K +$204K +4,116 New
SFG
398
Sovereign Financial Group
Connecticut
$203K +$203K +4,102 New
CW
399
CreativeOne Wealth
Kansas
$201K +$201K +4,069 New
GWM
400
Geneos Wealth Management
Colorado
$184K +$30.3K +611 +20%
14 15
16
17 18