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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

430 hedge funds and large institutions have $7.51B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 125 increasing their positions, 191 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+12
Holders Change %
+2.87%
% of All Funds
12.02%
Holding in Top 10
62
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.33%
% of All Funds
1.73%
New
49
Increased
125
Reduced
191
Closed
33
Calls
–
Puts
$210K
Net Calls
-$210K
Net Calls Change
+$117K

Top Buyers

1
DPIM
Duff & Phelps Investment Management
Illinois
+$92.8M
2
UCFA
United Capital Financial Advisors
Texas
+$79.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$71.1M
4
AssetMark Inc
AssetMark Inc
California
+$65.2M
5
UBS Group
UBS Group
Switzerland
+$45.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$60.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$55.3M
3
Morgan Stanley
Morgan Stanley
New York
-$43.8M
4
MNA
Manning & Napier Advisors
New York
-$21.2M
5
SGAM
Steinberg Global Asset Management
Florida
-$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICAS
251
Investors Capital Advisory Services
Massachusetts
$819K +$254K +4,828 +45%
RFS
252
Rockefeller Financial Services
New York
$806K – – –
SI
253
SII Investments
Wisconsin
$799K +$799K +15,158 New
RIA
254
Regal Investment Advisors
Michigan
$790K -$1.47K -28 -0.2%
CG
255
Colony Group
Massachusetts
$783K +$718K +13,646 +1,097%
VC
256
Vestor Capital
Illinois
$770K +$770K +14,656 New
SGAM
257
Steinberg Global Asset Management
Florida
$761K -$21.2M -402,588 -97%
GWCM
258
Godshalk Welsh Capital Management
Pennsylvania
$757K -$78.9K -1,500 -9%
CTC
259
Central Trust Company
Missouri
$755K -$20.2K -384 -3%
BFA
260
Bragg Financial Advisors
North Carolina
$725K -$47.3K -900 -6%
SFM
261
Signet Financial Management
New Jersey
$701K +$244K +4,644 +53%
MMA
262
Miracle Mile Advisors
California
$692K -$37.5K -714 -5%
RJT
263
Raymond James Trust
Florida
$686K +$48.7K +926 +8%
ST
264
Sentinel Trust
Texas
$685K +$71.8K +1,366 +12%
SS
265
Simplicity Solutions
Minnesota
$685K +$184K +3,502 +37%
FBA
266
Front Barnett Associates
Illinois
$680K +$31.5K +600 +5%
IWM
267
Integrated Wealth Management
California
$677K -$10.5K -200 -2%
CB
268
Chemical Bank
Michigan
$673K +$73.1K +1,390 +12%
HHGA
269
Halbert Hargrove Global Advisors
California
$668K +$668K +12,700 New
NSCM
270
New South Capital Management
Tennessee
$660K – – –
AWM
271
Avior Wealth Management
Nebraska
$648K +$31.6K +602 +5%
GAM
272
Gemmer Asset Management
California
$646K +$12.6K +240 +2%
GLA
273
Great Lakes Advisors
Illinois
$629K +$67.3K +1,280 +12%
FG
274
Fiduciary Group
Georgia
$627K -$365K -6,936 -37%
WPC
275
Waters Parkerson & Co
Louisiana
$622K -$87.4K -1,664 -12%
9 10
11
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