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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
8.04%
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
1
Prudential plc
United Kingdom
$412M
2
Goldman Sachs
2
Goldman Sachs
New York
$479M
3
Morgan Stanley
3
Morgan Stanley
New York
$380M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$2.5B
5
AssetMark Inc
5
AssetMark Inc
California
$207M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$106M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$252M
3
AIMU
3
Allianz Investment Management US
Minnesota
$2.56M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$64.1M
5
FTUS
5
Flow Traders U.S.
New York
$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
76
Roundview Capital
New Jersey
$12.7M +$6.18M +118,804 +95%
GGS
77
Galvin Gaustad & Stein
Arizona
$12.1M -$782K -15,029 -6%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$12M +$1.11M +21,250 +10%
QWP
79
Quotient Wealth Partners
Texas
$11.9M +$11.9M +228,592 New
SWP
80
Summit Wealth Partners
Florida
$11.9M +$765K +14,702 +7%
HW
81
Hancock Whitney
Mississippi
$11.3M -$1.14M -21,840 -9%
DIP
82
DT Investment Partners
Pennsylvania
$11.2M +$327K +6,321 +3%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$11.1M -$2.96M -56,999 -21%
ACA
84
Anchor Capital Advisors
Massachusetts
$10.7M -$3.03M -58,322 -22%
AAS
85
Avantax Advisory Services
Texas
$10.3M +$3.7M +71,235 +56%
MML Investors Services
86
MML Investors Services
Massachusetts
$9.74M +$1.12M +21,533 +13%
AC
87
Asio Capital
Kentucky
$9.6M +$120K +2,307 +1%
SI
88
Stephens Inc
Arkansas
$9.37M -$5.26M -101,102 -36%
AWM
89
Ameliora Wealth Management
Switzerland
$9.06M +$4.73M +90,950 +109%
CIP
90
Capital Insight Partners
Arizona
$8.7M +$163K +3,142 +2%
DADC
91
D.A. Davidson & Co
Montana
$8.64M -$675K -12,975 -7%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$8.26M +$4.14M +79,678 +101%
IDBONY
93
Israel Discount Bank of New York
New York
$8.25M -$657K -12,625 -7%
TF
94
Theory Financial
Colorado
$8.03M +$30.2K +581 +0.4%
Jones Financial Companies
95
Jones Financial Companies
Missouri
$7.94M +$3.27M +62,976 +70%
FIM
96
Freedom Investment Management
Connecticut
$7.52M +$1M +19,306 +15%
Comerica Bank
97
Comerica Bank
Texas
$7.43M +$98.9K +1,902 +1%
R
98
Rebalance
California
$7.38M -$227K -4,368 -3%
B
99
Bailard
California
$7.36M +$1.49M +28,744 +26%
DC
100
Davenport & Co
Virginia
$7.25M +$58K +1,115 +0.8%
2 3
4
5 6