IGIB icon

iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Overview Fund Activity

235 hedge funds and large institutions have $4.62B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 115 increasing their positions, 73 reducing their positions, and 14 closing their positions.

Holders
235
Holders Change
+5
Holders Change %
+2.17%
% of All Funds
6.82%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
21
Increased
115
Reduced
73
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Americafirst Capital Management
California
$524M
2
Franklin Resources
2
Franklin Resources
California
$580M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$80M
4
Wells Fargo
4
Wells Fargo
California
$579M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$159M

Top Sellers

1
BIM
1
BlackRock Investment Management
Delaware
$19.7M
2
DADC
2
D.A. Davidson & Co
Montana
$8.97M
3
LPL Financial
3
LPL Financial
California
$30.4M
4
Bank of America
4
Bank of America
North Carolina
$157M
5
JG
5
Jefferies Group
New York
$8K
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$580M 5,301,464 +515,656 +11%
Wells Fargo
2
Wells Fargo
California
$579M 5,300,917 +232,841 +5%
ACM
3
Americafirst Capital Management
California
$524M 4,798 +4,798 New
CSIA
4
Charles Schwab Investment Advisory
California
$169M 1,549,017 +82,789 +6%
CC
5
Curian Capital
Colorado
$164M 1,504,574 +112,419 +8%
Morgan Stanley
6
Morgan Stanley
New York
$162M 1,483,244 +21,445 +1%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$159M 1,452,939 +206,346 +17%
Bank of America
8
Bank of America
North Carolina
$157M 1,439,363 -57,013 -4%
BlackRock
9
BlackRock
New York
$142M 1,296,420 +14,013 +1%
Goldman Sachs
10
Goldman Sachs
New York
$124M 1,133,979 +12,241 +1%
KeyBank National Association
11
KeyBank National Association
Ohio
$117M 1,068,118 -8,041 -0.7%
U
12
UBS
Switzerland
$96.2M 879,882 +22,482 +3%
AssetMark Inc
13
AssetMark Inc
California
$87.3M 798,561 +137,441 +21%
SMA
14
Simply Money Advisors
Ohio
$83.9M 767,569 +150,674 +24%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$80M 731,475 +402,455 +122%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$79.1M 723,804 -830 -0.1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$79.1M 723,313 +18,085 +3%
EB
18
Eastern Bank
Massachusetts
$47.7M 435,934 +9,656 +2%
JIR
19
James Investment Research
Ohio
– – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$39.3M 359,560 +34,842 +11%
CNB
21
City National Bank
California
$38.7M 354,435 +36,691 +12%
CPO
22
Cerity Partners OCIO
New York
$38.6M 352,726 +22,550 +7%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$37.8M 345,831 +23,525 +7%
Stifel Financial
24
Stifel Financial
Missouri
$37.1M 339,721 +35,945 +12%
HTC
25
Haverford Trust Company
Pennsylvania
$36.8M 336,962 +18,595 +6%
1
2 3 4 5