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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
+$226M
2
Goldman Sachs
Goldman Sachs
New York
+$202M
3
Morgan Stanley
Morgan Stanley
New York
+$168M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$56.5M
5
AssetMark Inc
AssetMark Inc
California
+$49.2M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$69.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$46.4M
3
AIMU
Allianz Investment Management US
Minnesota
-$38M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$18.6M
5
FTUS
Flow Traders U.S.
New York
-$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCG
401
Sonata Capital Group
Washington
$265K – – –
Tudor Investment Corp
402
Tudor Investment Corp
Connecticut
$264K +$264K +5,076 New
CSIA
403
Charles Schwab Investment Advisory
California
$263K +$20.9K +402 +9%
AWA
404
Acorn Wealth Advisors
Michigan
$262K +$17.7K +340 +7%
CC
405
Courier Capital
New York
$262K +$18.9K +364 +8%
EAM
406
Evanson Asset Management
California
$261K +$8.58K +165 +3%
SSWM
407
Sheets Smith Wealth Management
North Carolina
$260K – – –
LFS
408
Lutz Financial Services
Nebraska
$256K -$85.5K -1,645 -25%
LNB
409
Ledyard National Bank
$254K – – –
TPA
410
Trivium Point Advisory
Connecticut
$252K -$29.7K -571 -11%
CCP
411
Clarity Capital Partners
California
$250K +$250K +4,811 New
EWM
412
Empirical Wealth Management
Washington
$250K -$201K -3,859 -45%
WQ
413
Wealth Quarterback
New Jersey
$246K -$21.1K -405 -8%
LFAS
414
Level Four Advisory Services
Texas
$241K +$241K +4,630 New
CAG
415
Csenge Advisory Group
Florida
$240K +$240K +4,615 New
ACM
416
Advisors Capital Management
New Jersey
$237K +$237K +4,567 New
BRWA
417
B. Riley Wealth Advisors
Florida
$235K -$6.45K -124 -3%
Mercer Global Advisors
418
Mercer Global Advisors
Colorado
$235K -$197K -3,789 -46%
CBFP
419
Cedar Brook Financial Partners
Ohio
$233K +$621 +12 +0.3%
AIM
420
Alhambra Investment Management
Florida
$232K -$2.6K -50 -1%
PWMG
421
Provence Wealth Management Group
California
$230K -$424K -8,146 -65%
FWIA
422
Fort Washington Investment Advisors
Ohio
$229K – – –
SW
423
Simplicity Wealth
New Jersey
$229K +$229K +4,405 New
TC
424
Trilogy Capital
California
$227K +$2.65K +51 +1%
IP
425
Ignite Planners
California
$224K -$125K -2,415 -36%
15 16
17
18 19