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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.

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
1
James Investment Research
Ohio
$45M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$133M
3
Wells Fargo
3
Wells Fargo
California
$618M
4
FEG
4
Fund Evaluation Group
Ohio
$27.6M
5
CSIA
5
Charles Schwab Investment Advisory
California
$25.4M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$456M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$26.7M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$4.57M
4
IG
4
ING Group
Netherlands
$0
5
AssetMark Inc
5
AssetMark Inc
California
$84.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$618M 5,672,822 +344,149 +6%
Franklin Resources
2
Franklin Resources
California
$456M 4,189,599 -632,434 -13%
Bank of America
3
Bank of America
North Carolina
$186M 1,705,458 -31,825 -2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$180M 1,655,729 +125,298 +8%
Morgan Stanley
5
Morgan Stanley
New York
$160M 1,467,967 +74,178 +5%
CC
6
Curian Capital
Colorado
$151M 1,388,279 -68,550 -5%
BlackRock
7
BlackRock
New York
$147M 1,354,936 +15,819 +1%
Goldman Sachs
8
Goldman Sachs
New York
$144M 1,318,735 +124,720 +10%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$133M 1,217,348 +360,681 +42%
KeyBank National Association
10
KeyBank National Association
Ohio
$127M 1,163,902 -1,732 -0.1%
UBS Group
11
UBS Group
Switzerland
$126M 1,152,974 +16,797 +1%
AssetMark Inc
12
AssetMark Inc
California
$84.1M 772,427 -237,708 -24%
CNB
13
City National Bank
California
$82.6M 758,745 +120,750 +19%
SMA
14
Simply Money Advisors
Ohio
$81.6M 749,162 +5,497 +0.7%
SR
15
Swiss Re
Switzerland
$59.3M 544,500 – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$59M 542,036 +163,403 +43%
PAS
17
Park Avenue Securities
New York
$46.5M 429,263 +29,711 +7%
JIR
18
James Investment Research
Ohio
$45M 413,641 +413,641 New
Stifel Financial
19
Stifel Financial
Missouri
$44.6M 410,115 -18,131 -4%
CPO
20
Cerity Partners OCIO
New York
$42.8M 393,594 +5,733 +1%
HTC
21
Haverford Trust Company
Pennsylvania
$42.3M 388,566 +23,745 +7%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$42.1M 387,037 +76,320 +25%
BSB
23
Bangor Savings Bank
Maine
$34.3M 314,666 +2,586 +0.8%
US Bancorp
24
US Bancorp
Minnesota
$33.1M 304,425 +11,797 +4%
FEG
25
Fund Evaluation Group
Ohio
$27.6M 253,129 +253,129 New
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