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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Overview Fund Activity

540 hedge funds and large institutions have $8.69B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 202 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+49
Holders Change %
+9.98%
% of All Funds
9.58%
Holding in Top 10
52
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.56%
% of All Funds
0.92%
New
91
Increased
202
Reduced
146
Closed
37
Calls
$162M
Puts
–
Net Calls
+$162M
Net Calls Change
+$1.66M

Top Buyers

1
DILIC
1
Dai-ichi Life Insurance Company
Japan
$357M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.22B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$79.9M
4
PI
4
PFS Investments
Georgia
$54.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$199M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$210M
2
RBA
2
Richard Bernstein Advisors
New York
$279K
3
Ameriprise
3
Ameriprise
Minnesota
$297M
4
BlackRock
4
BlackRock
New York
$576M
5
UBS Group
5
UBS Group
Switzerland
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
401
NEPC LLC
Massachusetts
$253K – – –
BMM
402
Buffington Mohr McNeal
Idaho
$252K -$101K -1,640 -29%
CTFG
403
Capstone Triton Financial Group
Oklahoma
$252K +$252K +4,083 New
IWC
404
Integrated Wealth Concepts
Massachusetts
$247K -$84K -1,361 -25%
CWS
405
Cypress Wealth Services
California
$245K +$245K +3,958 New
IIC
406
Integrated Investment Consultants
Michigan
$244K +$928 +15 +0.4%
BCM
407
Brookstone Capital Management
Illinois
$244K +$27.1K +439 +13%
Lazard Asset Management
408
Lazard Asset Management
New York
$240K -$237K – –
CAG
409
Curtis Advisory Group
California
$238K – – –
KP
410
Keel Point
Alabama
$237K -$4.76K -77 -2%
CWP
411
CFM Wealth Partners
Texas
$237K – – –
SFA
412
Sequoia Financial Advisors
Ohio
$233K +$12.7K +205 +6%
PP
413
Professional Planning
California
$232K +$232K +3,758 New
CIA
414
Choate Investment Advisors
Massachusetts
$231K – – –
TCMP
415
Thrive Capital Management (Pennsylvania)
Pennsylvania
$228K +$228K +3,690 New
S
416
SignatureFD
Georgia
$222K -$26.1K -422 -11%
CIBC Private Wealth Group
417
CIBC Private Wealth Group
Georgia
$214K – – –
PPW
418
Parcion Private Wealth
Washington
$213K -$44.7K -724 -17%
AWM
419
Avior Wealth Management
Nebraska
$212K +$1.79K +29 +0.9%
CCA
420
Cobblestone Capital Advisors
New York
$211K -$1.23K -20 -0.6%
GCMG
421
Gyroscope Capital Management Group
Florida
$210K – – –
MYIA
422
Mount Yale Investment Advisors
Colorado
$210K – – –
AIM
423
AMI Investment Management
Indiana
$209K – – –
MIA
424
MainStreet Investment Advisors
Illinois
$209K +$209K +3,380 New
PL
425
Plancorp LLC
Missouri
$208K +$208K +3,365 New
15 16
17
18 19