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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Overview Fund Activity

522 hedge funds and large institutions have $9.4B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 197 increasing their positions, 175 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+23
Holders Change %
+4.61%
% of All Funds
8.23%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.69%
New
55
Increased
197
Reduced
175
Closed
29
Calls
$1.57M
Puts
$621K
Net Calls
+$947K
Net Calls Change
+$101K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$121M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$85M
3
Bank of America
Bank of America
North Carolina
+$45.9M
4
AC
Allstate Corporation
Illinois
+$32.6M
5
Morgan Stanley
Morgan Stanley
New York
+$29M

Top Sellers

1
PP
Prudential plc
United Kingdom
-$245M
2
SWG
Summit Wealth Group
Vermont
-$53.7M
3
Jane Street
Jane Street
New York
-$43.6M
4
OWSCM
One William Street Capital Management
New York
-$30.6M
5
GI
Gradient Investments
Minnesota
-$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPA
376
Trivium Point Advisory
Connecticut
$270K +$12K +238 +5%
WMA
377
West Michigan Advisors
Michigan
$263K -$24.8K -490 -9%
SWM
378
Seaside Wealth Management
California
$262K – – –
RFO
379
RiverGlades Family Offices
Florida
$257K +$257K +5,090 New
SSWM
380
Sheets Smith Wealth Management
North Carolina
$252K – – –
TPW
381
Transatlantique Private Wealth
New York
$250K +$14.9K +294 +6%
DAS
382
Dynamic Advisor Solutions
Arizona
$248K +$20.1K +397 +9%
EAM
383
Evanson Asset Management
California
$245K – – –
ClearBridge Investments
384
ClearBridge Investments
New York
$242K +$4.96K +98 +2%
BA
385
Bellwether Advisors
Nebraska
$241K -$10.1K -200 -4%
LFAS
386
Level Four Advisory Services
Texas
$238K +$238K +4,710 New
JWCA
387
J.W. Cole Advisors
Florida
$238K -$790K -15,624 -77%
VFPW
388
Vantage Financial Partners (Wisconsin)
Wisconsin
$236K -$38.2K -756 -14%
GWM
389
GDS Wealth Management
Texas
$234K -$11.4K -226 -5%
WDC
390
Woodward Diversified Capital
California
$230K +$4.05K +80 +2%
CWM
391
Centurion Wealth Management
Virginia
$230K – – –
RPCA
392
Running Point Capital Advisors
California
$226K – – –
AA
393
Ancora Advisors
Ohio
$223K – – –
FWIA
394
Fort Washington Investment Advisors
Ohio
$223K – – –
KPWS
395
Kestra Private Wealth Services
Texas
$221K +$3.19K +63 +1%
CW
396
CreativeOne Wealth
Kansas
$220K -$82.6K -1,634 -27%
DC
397
Destiny Capital
Colorado
$219K +$219K +4,321 New
TC
398
Trilogy Capital
California
$218K +$218K +4,314 New
FCA
399
FinTrust Capital Advisors
South Carolina
$218K – – –
SSB
400
Sandy Spring Bank
Maryland
$217K – – –
14 15
16
17 18