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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
$412M
2
Goldman Sachs
Goldman Sachs
New York
$479M
3
Morgan Stanley
Morgan Stanley
New York
$380M
4
Financial Engines Advisors
Financial Engines Advisors
California
$2.5B
5
AssetMark Inc
AssetMark Inc
California
$207M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$106M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$252M
3
AIMU
Allianz Investment Management US
Minnesota
$2.56M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$64.1M
5
FTUS
Flow Traders U.S.
New York
$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
376
Ancora Advisors
Ohio
$302K +$64K +1,230 +27%
AA
377
Apriem Advisors
California
$301K -$15K -288 -5%
BNP Paribas Financial Markets
378
BNP Paribas Financial Markets
France
$300K +$52.3K +1,006 +21%
MWM
379
Meridian Wealth Management
Kentucky
$300K +$300K +5,773 New
SWM
380
Spire Wealth Management
Virginia
$299K +$12K +234 +4%
CFB
381
Cullen/Frost Bankers
Texas
$299K -$32.5K -625 -10%
NFG
382
Nations Financial Group
Iowa
$298K -$120K -2,301 -29%
BB
383
Berkshire Bank
Massachusetts
$298K -$19.5K -375 -6%
TPW
384
Transatlantique Private Wealth
New York
$297K -$12.9K -248 -4%
WDC
385
Woodward Diversified Capital
California
$296K +$49.5K +951 +20%
ECA
386
Elevated Capital Advisors
Utah
$292K -$81.7K -1,572 -22%
MFG
387
Merit Financial Group
Georgia
$292K +$292K +5,617 New
FA
388
Fiduciary Alliance
South Carolina
$289K +$289K +5,565 New
WIA
389
World Investment Advisors
California
$289K -$427K -8,205 -60%
AFG
390
Atomi Financial Group
New York
$286K +$286K +5,493 New
EWA
391
EP Wealth Advisors
California
$285K +$285K +5,480 New
SCA
392
Snowden Capital Advisors
New York
$284K +$17.6K +339 +7%
SWM
393
Seaside Wealth Management
California
$283K +$13.5K +259 +5%
PAG
394
Paladin Advisory Group
Iowa
$282K +$169K +3,254 +151%
CIBC World Market
395
CIBC World Market
Ontario, Canada
$276K +$276K +5,304 New
OIA
396
OneDigital Investment Advisors
Kansas
$268K +$268K +5,161 New
PA
397
PFG Advisors
Arizona
$267K -$84K -1,616 -24%
RFO
398
RiverGlades Family Offices
Florida
$267K – – –
LAM
399
LifePro Asset Management
California
$266K +$6.71K +129 +3%
PWM
400
Perigon Wealth Management
California
$266K -$3.43K -66 -1%
14 15
16
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