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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Overview Fund Activity

253 hedge funds and large institutions have $4.22B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 109 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
6.75%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
28
Increased
109
Reduced
86
Closed
28
Calls
$852K
Puts
$277K
Net Calls
+$575K
Net Calls Change
+$17K

Top Buyers

1
SR
Swiss Re
Switzerland
$60.3M
2
BFA
Beaumont Financial Advisors
Massachusetts
$47.8M
3
IG
ING Group
Netherlands
$32.1M
4
AssetMark Inc
AssetMark Inc
California
$112M
5
CNB
City National Bank
California
$70.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$202K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$997K
3
JIR
James Investment Research
Ohio
$46.6M
4
Franklin Resources
Franklin Resources
California
$534M
5
Barclays
Barclays
United Kingdom
$5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
201
Chemical Bank
Michigan
$337K +$66K +1,190 +24%
TIM
202
Tortoise Investment Management
New York
$332K -$2.1K -38 -0.6%
AWA
203
Arete Wealth Advisors
Illinois
$322K – – –
GHA
204
GW Henssler & Associates
Georgia
$322K +$35.6K +644 +12%
SSWM
205
Sheets Smith Wealth Management
North Carolina
$310K +$55.4K +1,000 +22%
SWP
206
Stratos Wealth Partners
Ohio
$304K -$17.7K -318 -6%
RCAG
207
Rehmann Capital Advisory Group
Michigan
$296K +$34.3K +620 +13%
Creative Planning
208
Creative Planning
Kansas
$286K +$153K +2,762 +115%
SPC
209
Sigma Planning Corp
Michigan
$277K +$48.8K +882 +21%
EAM
210
Evanson Asset Management
California
$268K – – –
WF
211
Welch & Forbes
Massachusetts
$260K – – –
RJT
212
Raymond James Trust
Florida
$250K +$21.1K +382 +9%
TU
213
TDAM USA
Ontario, Canada
$249K +$249K +4,500 New
SCM
214
Saba Capital Management
New York
$248K -$601K -10,854 -71%
RFC
215
Regions Financial Corp
Alabama
$218K – – –
AWM
216
AllSquare Wealth Management
New York
$216K – – –
DIA
217
Dana Investment Advisors
Wisconsin
$216K +$216K +3,904 New
Fidelity Investments
218
Fidelity Investments
Massachusetts
$202K -$104M -1,872,616 -100%
EAMA
219
EFG Asset Management (Americas)
Florida
$177K -$745K -13,460 -81%
RFA
220
Reilly Financial Advisors
California
$170K -$3.88K -70 -2%
FNBT
221
FineMark National Bank & Trust
Florida
$136K +$45.5K +820 +50%
PVH
222
Psagot Value Holdings
Israel
$127K +$127K +2,300 New
TNB
223
Thomasville National Bank
Georgia
$120K +$120K +2,160 New
HDIM
224
Hanson & Doremus Investment Management
Vermont
$112K – – –
WCM
225
Wealthcare Capital Management
Virginia
$93K +$93K +1,680 New
7 8
9
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