IGIB icon

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 %
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$5.58M +$409K +7,875 +8%
CPIG
127
Chicago Partners Investment Group
Illinois
$5.35M +$1.96M +38,179 +58%
UB
128
UMB Bank
Missouri
$5.17M -$150K -2,880 -3%
AIM
129
Aspen Investment Management
Michigan
$5.08M +$3.52M +67,688 +226%
SMI
130
Shelter Mutual Insurance
Missouri
$5.06M – – –
AWM
131
AE Wealth Management
Kansas
$5.05M -$3.73M -72,458 -42%
ZIM
132
Zacks Investment Management
Illinois
$4.95M +$406K +7,804 +9%
DWM
133
Destination Wealth Management
California
$4.83M -$652K -12,542 -12%
WA
134
Wealthstar Advisors
Texas
$4.71M -$130K -2,505 -3%
JE
135
JMAC Enterprises
Pennsylvania
$4.68M +$400K +7,685 +9%
VHAM
136
Van Hulzen Asset Management
California
$4.64M +$162K +3,120 +4%
GIM
137
Goelzer Investment Management
Indiana
$4.64M +$317K +6,100 +7%
Creative Planning
138
Creative Planning
Kansas
$4.62M -$403K -7,755 -8%
PIMG
139
Patriot Investment Management Group
Tennessee
$4.61M -$148K -2,846 -3%
IWA
140
Invera Wealth Advisors
Oregon
$4.41M +$4.41M +84,826 New
HWAM
141
Hennion & Walsh Asset Management
New Jersey
$4.4M +$120K +2,315 +3%
PAG
142
Private Advisor Group
New Jersey
$4.4M +$1.18M +22,727 +37%
Fisher Asset Management
143
Fisher Asset Management
Washington
$4.37M +$3.72M +71,506 +569%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$4.34M +$2.54M +48,906 +141%
CAN
145
Cetera Advisor Networks
California
$4.3M -$55.8K -1,073 -1%
HCP
146
Holt Capital Partners
Texas
$4.29M -$63.7K -1,225 -1%
MPM
147
Meritage Portfolio Management
Kansas
$4.29M +$171K +3,279 +4%
RMDI
148
R.M. Davis Inc
Maine
$4.25M -$419K -8,059 -9%
FAIM
149
Financial Advocates Investment Management
Washington
$4.21M +$971K +18,669 +30%
LFASL
150
Lugano Financial Advisors SA (LFA)
Switzerland
$4.18M +$4.18M +80,372 New
4 5
6
7 8