IGIB icon

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 %
ClearBridge Investments
151
ClearBridge Investments
New York
$978K +$7.29K +134 +0.8%
WB
152
Webster Bank
Connecticut
$978K +$978K +17,966 New
TIA
153
Tiemann Investment Advisors
California
$928K +$48.9K +898 +6%
FHA
154
First Horizon Advisors
Tennessee
$911K -$5.88K -108 -0.6%
EAMA
155
EFG Asset Management (Americas)
Florida
$882K +$701K +12,344 +386%
BOTW
156
Bank of the West
California
$858K -$32.6K -598 -4%
NSCM
157
New South Capital Management
Tennessee
$850K -$18.6K -342 -2%
NA
158
Nottingham Advisors
New York
$842K +$5.85K +108 +0.7%
AIM
159
Astor Investment Management
Illinois
$833K -$161K -2,958 -16%
DWM
160
Dakota Wealth Management
Florida
$826K -$73K -1,340 -8%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$815K -$147K -2,696 -15%
RIA
162
Regal Investment Advisors
Michigan
$782K -$66.9K -1,230 -8%
DIA
163
Davidson Investment Advisors
Montana
$763K -$260K -4,774 -25%
MFS
164
MSI Financial Services
Massachusetts
$744K -$69.6K -1,278 -9%
MSU
165
Maple Securities USA
New Jersey
$740K – – –
SIC
166
Shoker Investment Counsel
Ohio
$735K -$435 -8 -0.1%
BFA
167
Bragg Financial Advisors
North Carolina
$734K -$5.99K -110 -0.8%
SS
168
Simplicity Solutions
Minnesota
$679K +$679K +12,466 New
FBNAT
169
FirstMerit Bank N.A. Trustee
Ohio
$668K – – –
NAM
170
NTV Asset Management
West Virginia
$658K +$658K +12,100 New
KA
171
Kovack Advisors
Florida
$652K -$4.35K -80 -0.7%
DBT
172
Dubuque Bank & Trust
Iowa
$648K +$648K +11,906 New
GCA
173
Greenwood Capital Associates
South Carolina
$632K -$77.3K -1,422 -11%
PR
174
Payden & Rygel
California
$632K – – –
CG
175
Colony Group
Massachusetts
$619K +$566K +10,386 +1,060%
5 6
7
8 9