IGIB icon

iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Overview Fund Activity

286 hedge funds and large institutions have $4.64B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+14
Holders Change %
+5.15%
% of All Funds
7.51%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.87%
New
40
Increased
108
Reduced
109
Closed
24
Calls
$1.05M
Puts
–
Net Calls
+$1.05M
Net Calls Change
+$237K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$193M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$55.3M
3
AssetMark Inc
3
AssetMark Inc
California
$124M
4
Wells Fargo
4
Wells Fargo
California
$653M
5
HI
5
Horizon Investments
North Carolina
$37.5M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$656M
2
Franklin Resources
2
Franklin Resources
California
$106M
3
CC
3
Curian Capital
Colorado
$23.6M
4
FEG
4
Fund Evaluation Group
Ohio
$4.25M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
LP
226
LGL Partners
Pennsylvania
$317K +$317K +5,912 New
CWM
227
Concert Wealth Management
California
$312K -$14.1K -262 -4%
AWA
228
Arete Wealth Advisors
Illinois
$312K – – –
Neuberger Berman Group
229
Neuberger Berman Group
New York
$301K – – –
SSWM
230
Sheets Smith Wealth Management
North Carolina
$300K – – –
CCS
231
Crosspoint Capital Strategies
California
$290K +$290K +5,310 New
WF
232
Welch & Forbes
Massachusetts
$263K +$11.2K +210 +4%
EAM
233
Evanson Asset Management
California
$260K -$1.07K -20 -0.4%
SPC
234
Sigma Planning Corp
Michigan
$258K +$23.2K +432 +10%
WIA
235
Westbourne Investment Advisors
Maryland
$248K – – –
FNBT
236
FineMark National Bank & Trust
Florida
$242K – – –
RFC
237
Regions Financial Corp
Alabama
$229K +$13.6K +254 +6%
UB
238
UMB Bank
Missouri
$229K +$229K +4,262 New
Kayne Anderson Rudnick Investment Management
239
Kayne Anderson Rudnick Investment Management
California
$228K – – –
CS
240
Credit Suisse
Switzerland
$227K +$227K +4,230 New
ASN
241
Advisory Services Network
Georgia
$225K +$132K +2,458 +141%
PFS
242
Prospera Financial Services
Texas
$216K -$421K -7,858 -66%
SIA
243
Starfire Investment Advisers
Michigan
$209K – – –
OCG
244
Opus Capital Group
Ohio
$209K -$4.09K -76 -2%
Cetera Investment Advisers
245
Cetera Investment Advisers
Illinois
$200K +$200K +3,722 New
TFA
246
Transamerica Financial Advisors
Florida
$167K -$2.34M -43,660 -93%
WIC
247
Woodmont Investment Counsel
Tennessee
$155K +$67.2K +1,250 +76%
RFA
248
Reilly Financial Advisors
California
$151K -$6.96K -130 -4%
AIM
249
Advantage Investment Management
Iowa
$150K +$150K +2,790 New
CB
250
Community Bank
New York
$144K +$144K +2,700 New
8 9
10
11 12