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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Overview Fund Activity

272 hedge funds and large institutions have $5.08B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 106 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+19
Holders Change %
+7.51%
% of All Funds
7.6%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.78%
New
40
Increased
93
Reduced
106
Closed
18
Calls
$1.16M
Puts
$348K
Net Calls
+$814K
Net Calls Change
+$934K

Top Buyers

1
RJA
Raymond James & Associates
Florida
$64M
2
UBS Group
UBS Group
Switzerland
$166M
3
FEG
Fund Evaluation Group
Ohio
$58.5M
4
LPL Financial
LPL Financial
California
$34.3M
5
BFA
BlackRock Fund Advisors
California
$15.2M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$506K
2
CC
Curian Capital
Colorado
$87.6M
3
Franklin Resources
Franklin Resources
California
$420M
4
JIR
James Investment Research
Ohio
$20.8M
5
NYLIM
New York Life Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
226
Stonebridge Capital Advisors
Minnesota
$262K +$262K +4,830 New
WF
227
Welch & Forbes
Massachusetts
$255K – – –
WIA
228
Westbourne Investment Advisors
Maryland
$251K – – –
FNBT
229
FineMark National Bank & Trust
Florida
$245K +$112K +2,066 +84%
SPC
230
Sigma Planning Corp
Michigan
$238K -$18.9K -348 -7%
Kayne Anderson Rudnick Investment Management
231
Kayne Anderson Rudnick Investment Management
California
$231K – – –
RFC
232
Regions Financial Corp
Alabama
$219K +$4.36K +80 +2%
OCG
233
Opus Capital Group
Ohio
$215K +$215K +3,964 New
SIA
234
Starfire Investment Advisers
Michigan
$212K – – –
ACP
235
Aviance Capital Partners
Florida
$203K -$21.2K -392 -9%
RFA
236
Reilly Financial Advisors
California
$160K -$6.51K -120 -4%
MBT
237
Monroe Bank & Trust
Michigan
$144K +$144K +2,650 New
HDIM
238
Hanson & Doremus Investment Management
Vermont
$110K – – –
ASN
239
Advisory Services Network
Georgia
$94K +$94K +1,738 New
JWM
240
Jackson Wealth Management
Florida
$92K +$92K +1,692 New
WIC
241
Woodmont Investment Counsel
Tennessee
$89K +$78.1K +1,434 +717%
CLOS
242
Compagnie Lombard Odier SCmA
Switzerland
$81K – – –
FAM
243
Formidable Asset Management
Ohio
$75K – – –
FWM
244
Focused Wealth Management
New York
$70K +$218 +4 +0.3%
CI
245
Clal Insurance
Israel
$58K – – –
Creative Planning
246
Creative Planning
Kansas
$58K +$58K +1,064 New
BFEC
247
Benjamin F. Edwards & Company
Missouri
$57K -$553K -10,262 -91%
KT
248
Kanaly Trust
Texas
$55K -$16.6K -308 -23%
WTB
249
Washington Trust Bank
Washington
$49K -$17.6K -324 -26%
AWM
250
AllSquare Wealth Management
New York
$45K -$131K -2,406 -74%
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