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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Overview Fund Activity

515 hedge funds and large institutions have $8.82B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 195 increasing their positions, 177 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
-7
Holders Change %
-1.34%
% of All Funds
8.21%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
0.65%
New
58
Increased
195
Reduced
177
Closed
54
Calls
$1.53M
Puts
$63K
Net Calls
+$1.47M
Net Calls Change
+$523K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$154M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$135M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$49.2M
4
AC
Allstate Corporation
Illinois
+$45.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.7M

Top Sellers

1
MYLI
Meiji Yasuda Life Insurance
Japan
-$393M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$114M
3
UCFA
United Capital Financial Advisors
Texas
-$90.5M
4
AssetMark Inc
AssetMark Inc
California
-$62.5M
5
Bank of America
Bank of America
North Carolina
-$52.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
501
Cornerstone Planning Group
New Jersey
$4.77K – – –
IRC
502
Investors Research Corp
Georgia
$4.67K -$3.41K -70 -42%
FP
503
Financial Perspectives
Minnesota
$4.62K +$4.62K +95 New
TFA
504
Transamerica Financial Advisors
Florida
$4K -$1.36M -26,263 -100%
CIAS
505
Capital Investment Advisory Services
North Carolina
$3.5K – – –
CT
506
Cambridge Trust
Massachusetts
$3.31K – – –
GM
507
GeoWealth Management
Illinois
$3K -$2.79K -52 -48%
MHR
508
Matthew Hamilton Rosenberg
$2.77K – – –
DAM
509
Delta Asset Management
Tennessee
$2.43K – – –
PO
510
Private Ocean
California
$2.38K – – –
FGAM
511
Financial Gravity Asset Management
Texas
$2.18K -$237 -5 -10%
CFD
512
Creative Financial Designs
Indiana
$1.99K – – –
DWMG
513
DB Wealth Management Group
California
$1.36K +$1.36K +28 New
AC
514
AlphaCore Capital
California
$1.27K – – –
ADL
515
Asset Dedication LLC
California
$1K – – –
CWA
516
Carolina Wealth Advisors
South Carolina
$535 – – –
BWL
517
Bogart Wealth LLC
Virginia
$487 -$292 -6 -38%
KFI
518
Key Financial Inc
Pennsylvania
$404 – – –
CMA
519
Cedar Mountain Advisors
Oregon
$1 -$1 – –
MYLI
520
Meiji Yasuda Life Insurance
Japan
– -$393M -7,775,700 Closed
PI
521
Parkside Investments
Illinois
– -$9.12M -180,335 Closed
PIWA
522
Prevail Innovative Wealth Advisors
Kansas
– -$4.76M -94,133 Closed
ACP
523
Aveo Capital Partners
Colorado
– -$3.87M -76,445 Closed
JSL
524
JT Stratford LLC
Georgia
– -$3.85M -76,092 Closed
BCM
525
Beaumont Capital Management
Massachusetts
– -$2.95M -58,237 Closed
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