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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 %
PBO
151
Peoples Bank (Ohio)
Ohio
$4.15M +$127K +2,446 +3%
FA
152
FDx Advisors
Illinois
$4.04M -$1.22M -23,431 -23%
SPC
153
Sigma Planning Corp
Michigan
$4.01M +$4.01M +77,055 New
RFS
154
Retirement Financial Solutions
Tennessee
$3.97M -$2.44M -46,942 -38%
WCWM
155
Wooster Corthell Wealth Management
Connecticut
$3.88M +$301K +5,796 +8%
SWA
156
Stratos Wealth Advisors
Ohio
$3.87M -$347K -6,674 -8%
OAM
157
Oppenheimer Asset Management
New York
$3.86M +$806K +15,505 +26%
MFG
158
Mendota Financial Group
Wisconsin
$3.84M +$2M +38,545 +109%
FAM
159
Forte Asset Management
New York
$3.7M +$3.7M +71,141 New
JC
160
JB Capital
Connecticut
$3.66M +$285K +5,483 +8%
RIA
161
Regal Investment Advisors
Michigan
$3.5M +$3.5M +67,319 New
FTUS
162
Flow Traders U.S.
New York
$3.49M -$17M -327,453 -83%
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$3.44M -$1.01M -19,341 -23%
SAG
164
SageView Advisory Group
California
$3.4M -$3.25M -66,727 Closed
BCA
165
Bray Capital Advisors
Florida
$3.33M +$2.67M +51,350 +407%
SAM
166
Smartleaf Asset Management
Massachusetts
$3.32M +$3.32M +63,631 New
BFC
167
Blue Fin Capital
Rhode Island
$3.25M +$690K +13,261 +27%
PFM
168
Phillips Financial Management
Indiana
$3.15M -$17.5K -336 -0.6%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$3.15M +$165K +3,180 +6%
FPFS
170
First Personal Financial Services
North Carolina
$3.12M -$129K -2,476 -4%
ANTB
171
AMG National Trust Bank
Colorado
$3.07M -$129K -2,485 -4%
ACA
172
Ackerman Capital Advisors
Texas
$3.07M +$3.07M +58,975 New
CTA
173
Chesley Taft & Associates
Illinois
$3.03M -$62.9K -1,210 -2%
APIM
174
Agate Pass Investment Management
Washington
$2.9M -$56K -1,077 -2%
PPC
175
Park Place Capital
Alabama
$2.89M -$15.5K -299 -0.5%
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