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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Overview Fund Activity

253 hedge funds and large institutions have $4.07B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 84 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
–
Holders Change %
0%
% of All Funds
6.82%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.81%
New
31
Increased
104
Reduced
84
Closed
28
Calls
$740K
Puts
$860K
Net Calls
-$120K
Net Calls Change
-$695K

Top Buyers

1
JIR
James Investment Research
Ohio
$45M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$133M
3
Wells Fargo
Wells Fargo
California
$618M
4
FEG
Fund Evaluation Group
Ohio
$27.6M
5
CSIA
Charles Schwab Investment Advisory
California
$25.4M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$456M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$26.7M
3
BFA
Beaumont Financial Advisors
Massachusetts
$4.57M
4
IG
ING Group
Netherlands
$0
5
AssetMark Inc
AssetMark Inc
California
$84.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
AllSquare Wealth Management
New York
$176K -$36.2K -664 -17%
RFA
227
Reilly Financial Advisors
California
$167K – – –
FNBT
228
FineMark National Bank & Trust
Florida
$133K – – –
HDIM
229
Hanson & Doremus Investment Management
Vermont
$110K – – –
CLOS
230
Compagnie Lombard Odier SCmA
Switzerland
$82K – – –
FAM
231
Formidable Asset Management
Ohio
$76K – – –
KT
232
Kanaly Trust
Texas
$72K +$72K +1,328 New
FWM
233
Focused Wealth Management
New York
$70K +$109 +2 +0.2%
WTB
234
Washington Trust Bank
Washington
$67K +$17.7K +324 +36%
CI
235
Clal Insurance
Israel
$58K – – –
NFG
236
Next Financial Group
Texas
$46K +$9.65K +180 +27%
BCA
237
Bray Capital Advisors
Florida
$33K +$33K +604 New
CWM
238
Cranbrook Wealth Management
Michigan
$32K – – –
SSB
239
Sandy Spring Bank
Maryland
$30K – – –
PIA
240
Piedmont Investment Advisors
North Carolina
$26.1K – – –
BWA
241
Burt Wealth Advisors
Maryland
$26K – – –
BRWM
242
B. Riley Wealth Management
Tennessee
$19K -$17.1K -320 -47%
HF
243
Hoxton Financial
West Virginia
$16K – – –
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$14K -$1.29M -23,166 -99%
FANJ
245
Financial Architects (New Jersey)
New Jersey
$13K – – –
FFC
246
First Financial Corp
Indiana
$13K +$13K +236 New
WIC
247
Woodmont Investment Counsel
Tennessee
$11K +$11K +200 New
WRM
248
Westport Resources Management
Connecticut
$10K – – –
Manulife (Manufacturers Life Insurance)
249
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.66K +$497 +9,140 +5%
W
250
Wealthfront
California
$3K +$3K +46 New
8 9
10
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