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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Overview Fund Activity

395 hedge funds and large institutions have $5.83B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 143 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+58
Holders Change %
+17.21%
% of All Funds
8.97%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.91%
New
81
Increased
143
Reduced
109
Closed
22
Calls
$459K
Puts
$360K
Net Calls
+$99K
Net Calls Change
-$133K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$667M
2
WI
WBI Investments
New Jersey
$59.1M
3
Stifel Financial
Stifel Financial
Missouri
$102M
4
T
Thomaspartners
Massachusetts
$177M
5
LPL Financial
LPL Financial
California
$82.2M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$138M
2
NC
NewSquare Capital
Pennsylvania
$12.1M
3
CONA
Capital One National Association
New York
$23M
4
Citigroup
Citigroup
New York
$68.5M
5
Bank of America
Bank of America
North Carolina
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
301
Novare Capital Management
North Carolina
$250K – – –
FM
302
Foster & Motley
Ohio
$248K -$7.43K -136 -3%
SWP
303
Stratos Wealth Partners
Ohio
$246K -$7.53K -138 -3%
PR
304
Payden & Rygel
California
$246K – – –
RMDI
305
R.M. Davis Inc
Maine
$246K +$246K +4,504 New
WF
306
Welch & Forbes
Massachusetts
$240K – – –
SSWM
307
Sheets Smith Wealth Management
North Carolina
$240K – – –
DCM
308
Dimension Capital Management
Florida
$239K +$239K +4,368 New
CAG
309
Csenge Advisory Group
Florida
$236K +$236K +4,322 New
CAM
310
Caprin Asset Management
Virginia
$226K -$19.1K -350 -8%
CSA
311
Cottage Street Advisors
Massachusetts
$218K – – –
JIC
312
Johnson Investment Counsel
Ohio
$217K +$217K +3,992 New
Mariner
313
Mariner
Kansas
$210K +$210K +3,850 New
TSS
314
Two Sigma Securities
New York
$205K -$42.1K -770 -17%
GCA
315
Gradient Capital Advisors
California
$203K +$203K +3,726 New
IWM
316
IHT Wealth Management
Illinois
$199K +$194K +3,568 +4,055%
SEI Investments
317
SEI Investments
Pennsylvania
$187K +$97.4K +1,784 +109%
LCM
318
Liberty Capital Management
Michigan
$184K -$10.7K -196 -5%
NEAM
319
New England Asset Management
Connecticut
$180K – – –
TFA
320
Transamerica Financial Advisors
Florida
$178K -$101K -1,852 -36%
RFS
321
Rockefeller Financial Services
New York
$178K +$178K +3,264 New
WWM
322
Wagner Wealth Management
South Carolina
$160K +$160K +2,934 New
SWM
323
SeaCrest Wealth Management
New York
$158K +$158K +2,892 New
AWM
324
Avior Wealth Management
Nebraska
$146K +$435 +8 +0.3%
RFC
325
Regions Financial Corp
Alabama
$144K +$144K +2,634 New
11 12
13
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