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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

418 hedge funds and large institutions have $6.68B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 138 increasing their positions, 171 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
11.27%
Holding in Top 10
60
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.45%
% of All Funds
1.62%
New
36
Increased
138
Reduced
171
Closed
28
Calls
–
Puts
$327K
Net Calls
-$327K
Net Calls Change
-$63K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
$275M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$335M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$307M
4
JIR
James Investment Research
Ohio
$34.1M
5
Stifel Financial
Stifel Financial
Missouri
$64.2M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
$15.1M
2
Bank of America
Bank of America
North Carolina
$398M
3
JCM
Janney Capital Management
Pennsylvania
$0
4
BA
BlackRock Advisors
Delaware
$1.07M
5
MNA
Manning & Napier Advisors
New York
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
226
Boston Advisors
Massachusetts
$1.21M -$1.18M -22,492 -49%
BFA
227
BlackRock Fund Advisors
California
$1.18M -$137K -2,602 -10%
LC
228
Lourd Capital
California
$1.17M – – –
FEG
229
Financial Enhancement Group
Indiana
$1.14M +$1.14M +21,728 New
FWC
230
First Washington Corp
Washington
$1.14M -$843K -16,000 -43%
MCC
231
Mid Continent Capital
Illinois
$1.12M -$863K -16,400 -43%
AA
232
Apriem Advisors
California
$1.11M +$2.21K +42 +0.2%
SIC
233
Sigma Investment Counselors
Michigan
$1.08M -$39.5K -750 -4%
BA
234
BlackRock Advisors
Delaware
$1.07M -$23.4M -443,654 -96%
VFA
235
Voya Financial Advisors
Connecticut
$1.06M +$391K +7,426 +59%
YP
236
Yellowstone Partners
Idaho
$1.03M +$585K +11,110 +130%
PCM
237
Pointe Capital Management
Michigan
$1.01M -$57.9K -1,100 -5%
FG
238
Fiduciary Group
Georgia
$993K +$993K +18,856 New
ClearBridge Investments
239
ClearBridge Investments
New York
$982K +$7.48K +142 +0.8%
FIG
240
Fusion Investment Group
Pennsylvania
$979K – – –
SIA
241
SeaBridge Investment Advisors
New Jersey
$942K – – –
BAM
242
Brave Asset Management
New Jersey
$843K – – –
GWCM
243
Godshalk Welsh Capital Management
Pennsylvania
$837K -$174K -3,300 -17%
CB
244
Commerce Bank
Missouri
$823K +$7.9K +150 +1%
William Blair & Company
245
William Blair & Company
Illinois
$821K – – –
CS
246
Comerica Securities
Michigan
$816K -$17.1K -324 -2%
RFS
247
Rockefeller Financial Services
New York
$808K – – –
NPF
248
Norris Perne & French
Michigan
$804K -$322K -6,114 -29%
RIA
249
Regal Investment Advisors
Michigan
$793K -$105K -1,996 -12%
DP
250
Dearborn Partners
Illinois
$779K – – –
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