IGIB icon

iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Overview Fund Activity

230 hedge funds and large institutions have $3.88B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.66%
New
19
Increased
87
Reduced
90
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$527M
2
CC
2
Curian Capital
Colorado
$153M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$36.3M
4
SG Americas Securities
4
SG Americas Securities
New York
$31.2M
5
LPL Financial
5
LPL Financial
California
$38.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$558M
2
JIR
2
James Investment Research
Ohio
$41.5M
3
Jane Street
3
Jane Street
New York
$3.46M
4
K
4
Kemper
Illinois
$0
5
BCM
5
Bluefin Capital Management
New York
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
176
Novare Capital Management
North Carolina
$341K +$341K +6,186 New
TIM
177
Tortoise Investment Management
New York
$331K – – –
MCWS
178
McKinley Carter Wealth Services
West Virginia
$324K +$4.08K +74 +1%
AWA
179
Arete Wealth Advisors
Illinois
$321K – – –
RIA
180
Regal Investment Advisors
Michigan
$313K -$128K -2,318 -29%
GHA
181
GW Henssler & Associates
Georgia
$308K +$22.1K +400 +8%
AF
182
Allworth Financial
California
$304K -$2.09K -38 -0.7%
RC
183
Roundview Capital
New Jersey
$286K +$286K +5,190 New
ST
184
Stifel Trust
Missouri
$279K – – –
VAM
185
Visionary Asset Management
Texas
$277K -$66K -1,200 -19%
FTIOP
186
Fiduciary Trust International of Pennsylvania
Pennsylvania
$276K -$44K -800 -14%
CWM
187
Concert Wealth Management
California
$273K -$42.3K -800 -13%
SSG
188
Summit Securities Group
New York
$271K -$1.93M -35,082 -88%
EAM
189
Evanson Asset Management
California
$267K – – –
WF
190
Welch & Forbes
Massachusetts
$259K – – –
FAAS
191
First Allied Advisory Services
California
$249K -$318K -5,784 -56%
PAS
192
Partnervest Advisory Services
California
$248K – – –
YP
193
Yellowstone Partners
Idaho
$247K -$4.29K -78 -2%
RJT
194
Raymond James Trust
Florida
$246K -$52.9K -958 -18%
SCA
195
STALEY CAPITAL ADVISERS
Pennsylvania
$242K -$60.5K -1,100 -20%
RCAG
196
Rehmann Capital Advisory Group
Michigan
$242K -$2.43K -44 -1%
JIC
197
Johnson Investment Counsel
Ohio
$239K +$239K +4,352 New
SSWM
198
Sheets Smith Wealth Management
North Carolina
$231K – – –
CB
199
Chemical Bank
Michigan
$220K -$4.39K -80 -2%
CFB
200
Cullen/Frost Bankers
Texas
$218K -$82.6K -1,500 -27%
6 7
8
9 10