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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 %
PS
476
Principal Securities
Iowa
$46.4K +$46.4K +892 New
EWM
477
EPG Wealth Management
Georgia
$44.6K +$153 +3 +0.3%
GJIA
478
Glass Jacobson Investment Advisors
Maryland
$44K +$364 +7 +0.8%
SIS
479
Sound Income Strategies
Florida
$43.9K +$12.5K +241 +40%
VWM
480
Venturi Wealth Management
Texas
$43.7K +$43.7K +840 New
RFA
481
Resurgent Financial Advisors
Georgia
$43K +$1.4K +27 +3%
PA
482
Parallel Advisors
California
$42.5K – – –
FA
483
Faithward Advisors
Pennsylvania
$42.3K – – –
EW
484
Element Wealth
Mississippi
$41.4K -$26.8K -516 -39%
CSC
485
Caldwell Sutter Capital
California
$37.7K – – –
RFG
486
REAP Financial Group
Texas
$36.5K +$36.5K +701 New
VWWMG
487
Vermillion & White Wealth Management Group
Pennsylvania
$35.9K +$35.9K +690 New
AWM
488
AllSquare Wealth Management
New York
$33.8K – – –
LFG
489
Larson Financial Group
Missouri
$33.6K -$12.2K -235 -27%
ACA
490
Aptus Capital Advisors
Alabama
$33.2K +$33.2K +638 New
GWANC
491
Guardian Wealth Advisors (North Carolina)
North Carolina
$33.2K +$33.2K +638 New
JAM
492
JCIC Asset Management
Ontario, Canada
$32.2K – – –
FFA
493
Founders Financial Alliance
North Carolina
$31.8K – – –
MSWM
494
McGlone Suttner Wealth Management
Wisconsin
$31.2K +$31.2K +600 New
MIFH
495
Migdal Insurance & Financial Holdings
Israel
$31K -$15.6K -305 -34%
CPA
496
Cardiff Park Advisors
California
$29.6K – – –
William Blair & Company
497
William Blair & Company
Illinois
$27.7K -$141K -2,710 -84%
MFT
498
Moisand Fitzgerald Tamayo
Florida
$26.1K +$26.1K +501 New
CB
499
Community Bank
New York
$25.8K – – –
IPW
500
Impact Partnership Wealth
Georgia
$25K -$1.54M -29,611 -98%
18 19
20
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