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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 %
CIBC World Market
201
CIBC World Market
Ontario, Canada
$374K – – –
ADBIC
202
A.D. Beadell Investment Counsel
Wisconsin
$355K – – –
CAN
203
Cetera Advisor Networks
California
$353K – – –
CAM
204
Concorde Asset Management
Michigan
$345K +$345K +6,332 New
CB
205
Chemical Bank
Michigan
$342K +$11.7K +216 +4%
GHA
206
GW Henssler & Associates
Georgia
$337K +$20.3K +374 +6%
AWA
207
Arete Wealth Advisors
Illinois
$317K – – –
SSWM
208
Sheets Smith Wealth Management
North Carolina
$305K – – –
Neuberger Berman Group
209
Neuberger Berman Group
New York
$305K +$305K +5,610 New
DIA
210
Dana Investment Advisors
Wisconsin
$302K +$89.5K +1,644 +42%
PVH
211
Psagot Value Holdings
Israel
$280K +$155K +2,840 +123%
EAM
212
Evanson Asset Management
California
$265K +$1.09K +20 +0.4%
SWP
213
Stratos Wealth Partners
Ohio
$263K -$34.3K -630 -12%
RCAG
214
Rehmann Capital Advisory Group
Michigan
$262K -$29.9K -548 -10%
SPC
215
Sigma Planning Corp
Michigan
$257K -$15.4K -284 -6%
WF
216
Welch & Forbes
Massachusetts
$256K – – –
WIA
217
Westbourne Investment Advisors
Maryland
$251K +$251K +4,620 New
OC
218
Oppenheimer & Co
New York
$244K -$11M -201,600 -98%
Kayne Anderson Rudnick Investment Management
219
Kayne Anderson Rudnick Investment Management
California
$231K -$159K -2,922 -41%
AAM
220
Autus Asset Management
Arizona
$230K +$230K +4,220 New
ACP
221
Aviance Capital Partners
Florida
$225K +$225K +4,138 New
TIM
222
Tortoise Investment Management
New York
$218K -$109K -2,000 -33%
RFC
223
Regions Financial Corp
Alabama
$214K – – –
SIA
224
Starfire Investment Advisers
Michigan
$212K +$212K +3,900 New
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
$202K -$7.11M -130,886 -97%
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