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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 %
BFEC
176
Benjamin F. Edwards & Company
Missouri
$616K -$169K -3,112 -22%
RT
177
Reliance Trust
Georgia
$600K +$28.3K +520 +5%
SCG
178
Sonata Capital Group
Washington
$588K – – –
MA
179
Menlo Advisors
California
$586K – – –
ATC
180
Argent Trust Co
Tennessee
$575K +$16.3K +300 +3%
FMII
181
Farmers & Merchants Investments Inc
Nebraska
$528K -$140K -2,572 -21%
CWM
182
Concert Wealth Management
California
$519K +$519K +9,452 New
NEAM
183
New England Asset Management
Connecticut
$513K – – –
VFA
184
Voya Financial Advisors
Connecticut
$491K +$491K +9,016 New
IPC
185
Independent Portfolio Consultants
Florida
$489K +$489K +8,980 New
CA
186
Cetera Advisors
Colorado
$482K -$169K -3,112 -26%
CBU
187
CIBC Bank USA
Illinois
$473K +$16.3K +300 +4%
HNB
188
Huntington National Bank
Ohio
$465K -$22K -400 Closed
HighTower Advisors
189
HighTower Advisors
Illinois
$464K +$6.65K +76,840 +1%
PG
190
Patten Group
Tennessee
$453K -$21.8K -400 -5%
CFN
191
Cordasco Financial Network
Florida
$447K -$526K -9,670 -54%
JIC
192
Johnson Investment Counsel
Ohio
$444K +$110K +2,022 +33%
TWM
193
Torch Wealth Management
Ohio
$444K +$444K +8,150 New
VKH
194
Virtu KCG Holdings
New York
$439K -$246K -4,526 -36%
FTIOP
195
Fiduciary Trust International of Pennsylvania
Pennsylvania
$427K – – –
FAAS
196
First Allied Advisory Services
California
$416K +$5.71K +104 +1%
LG
197
Laidlaw Group
New York
$414K – – –
BKA
198
Brick & Kyle Associates
Pennsylvania
$392K -$21.8K -400 -5%
PFS
199
Prospera Financial Services
Texas
$388K -$14.7K -270 -4%
LFG
200
LifePlan Financial Group
Ohio
$383K -$16.6K -306 -4%
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