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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 %
CTC
251
Central Trust Company
Missouri
$777K -$39.5K -750 -5%
BFA
252
Bragg Financial Advisors
North Carolina
$774K -$5.48K -104 -0.7%
FIM
253
Freedom Investment Management
Connecticut
$762K -$77.1K -1,464 -9%
BFEC
254
Benjamin F. Edwards & Company
Missouri
$741K -$5.18M -98,328 -87%
MMA
255
Miracle Mile Advisors
California
$731K +$731K +13,880 New
WPC
256
Waters Parkerson & Co
Louisiana
$711K – – –
Comerica Bank
257
Comerica Bank
Texas
$702K +$346K +6,566 +97%
AB
258
AT Bancorp
Iowa
$693K +$52.7K +1,000 +8%
IWM
259
Integrated Wealth Management
California
$689K +$28.2K +536 +4%
EIA
260
Edgemoor Investment Advisors
Maryland
$681K -$13.7K -260 -2%
BAAM
261
Baker Avenue Asset Management
California
$671K – – –
NSCM
262
New South Capital Management
Tennessee
$661K – – –
CB
263
Community Bank
New York
$652K -$458K -8,700 -41%
FBA
264
Front Barnett Associates
Illinois
$650K -$131K -2,490 -17%
FMII
265
Farmers & Merchants Investments Inc
Nebraska
$649K -$344K -6,534 -35%
LTI
266
Laffer Tengler Investments
Tennessee
$642K -$23.4K -444 -4%
NGA
267
Naples Global Advisors
Florida
$641K -$16.9K -320 -3%
RJT
268
Raymond James Trust
Florida
$638K -$82.9K -1,576 -12%
GAM
269
Gemmer Asset Management
California
$635K +$43.3K +822 +7%
AWM
270
Avior Wealth Management
Nebraska
$618K +$24.3K +462 +4%
ST
271
Sentinel Trust
Texas
$614K +$35.6K +676 +6%
Bessemer Group
272
Bessemer Group
New Jersey
$613K +$123K +2,340 +25%
Invesco
273
Invesco
Georgia
$608K -$811K – –
CB
274
Chemical Bank
Michigan
$601K +$18.9K +358 +3%
EAM
275
Evanson Asset Management
California
$597K +$12.9K +246 +2%
9 10
11
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