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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Overview Fund Activity

253 hedge funds and large institutions have $4.22B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 109 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
6.75%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
28
Increased
109
Reduced
86
Closed
28
Calls
$852K
Puts
$277K
Net Calls
+$575K
Net Calls Change
+$17K

Top Buyers

1
SR
Swiss Re
Switzerland
$60.3M
2
BFA
Beaumont Financial Advisors
Massachusetts
$47.8M
3
IG
ING Group
Netherlands
$32.1M
4
AssetMark Inc
AssetMark Inc
California
$112M
5
CNB
City National Bank
California
$70.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$202K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$997K
3
JIR
James Investment Research
Ohio
$46.6M
4
Franklin Resources
Franklin Resources
California
$534M
5
Barclays
Barclays
United Kingdom
$5M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
226
SignatureFD
Georgia
$85K +$85K +1,542 New
CLOS
227
Compagnie Lombard Odier SCmA
Switzerland
$83K – – –
FAM
228
Formidable Asset Management
Ohio
$76K – – –
FWM
229
Focused Wealth Management
New York
$71K +$111 +2 +0.2%
CI
230
Clal Insurance
Israel
$59K – – –
CG
231
Colony Group
Massachusetts
$54K -$432K -7,834 -89%
WTB
232
Washington Trust Bank
Washington
$50K -$73.3K -1,320 -59%
WA
233
WFG Advisors
Texas
$50K -$33.4K -602 -40%
WP
234
WealthPLAN Partners
Nebraska
$42K +$42K +758 New
NFG
235
Next Financial Group
Texas
$37K – – –
BRWM
236
B. Riley Wealth Management
Tennessee
$37K +$109 +2 +0.3%
CWM
237
Cranbrook Wealth Management
Michigan
$32K -$75.2K -1,368 -70%
SSB
238
Sandy Spring Bank
Maryland
$31K – – –
AllianceBernstein
239
AllianceBernstein
Tennessee
$31K – – –
AIM
240
Advantage Investment Management
Iowa
$30K -$380K -6,920 -93%
PIA
241
Piedmont Investment Advisors
North Carolina
$26.6K – – –
BWA
242
Burt Wealth Advisors
Maryland
$26K – – –
HNB
243
Huntington National Bank
Ohio
$22K +$22K +400 New
HF
244
Hoxton Financial
West Virginia
$17K – – –
FANJ
245
Financial Architects (New Jersey)
New Jersey
$14K -$51.9K -920 -79%
WRM
246
Westport Resources Management
Connecticut
$10K +$112 +2 +1%
TFA
247
Transamerica Financial Advisors
Florida
$10K +$10K +174 New
Manulife (Manufacturers Life Insurance)
248
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.31K +$713 +12,888 +8%
SF
249
Synovus Financial
Georgia
$8K +$8K +160 New
WAS
250
Winch Advisory Services
Wisconsin
$2K +$2K +42 New
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10
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