IGSB icon

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
+$114M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$93.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$56.6M
4
JIR
James Investment Research
Ohio
+$34.1M
5
Stifel Financial
Stifel Financial
Missouri
+$28.3M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
-$41.5M
2
Bank of America
Bank of America
North Carolina
-$26.2M
3
JCM
Janney Capital Management
Pennsylvania
-$26M
4
BA
BlackRock Advisors
Delaware
-$23.4M
5
MNA
Manning & Napier Advisors
New York
-$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBT
276
Dubuque Bank & Trust
Iowa
$593K +$266K +5,058 +82%
AIP
277
Ameritas Investment Partners
Nebraska
$569K +$427K +8,112 +300%
WA
278
WestEnd Advisors
North Carolina
$567K +$37.9K +720 +7%
ICAS
279
Investors Capital Advisory Services
Massachusetts
$567K +$5.69K +108 +1%
GLA
280
Great Lakes Advisors
Illinois
$563K -$5.27K -100 -0.9%
BWAM
281
Boyd Watterson Asset Management
Ohio
$561K +$247K +4,702 +79%
RMAM
282
Raab & Moskowitz Asset Management
New Jersey
$555K -$56.4K -1,072 -9%
AWA
283
ARS Wealth Advisors
Florida
$554K -$420K -7,970 -43%
RA
284
RFG Advisory
Alabama
$549K +$549K +10,416 New
ACM
285
Avalon Capital Management
California
$527K – – –
KC
286
Kingfisher Capital
North Carolina
$510K -$76.2K -1,446 -13%
ZIM
287
Zacks Investment Management
Illinois
$507K -$105K -1,990 -17%
SS
288
Simplicity Solutions
Minnesota
$502K +$502K +9,534 New
SI
289
Shaker Investments
Ohio
$500K -$1.44M -27,240 -74%
SCG
290
Sonata Capital Group
Washington
$496K -$63.3K -1,200 -11%
AGA
291
Accuvest Global Advisors
Utah
$491K +$10.5K +200 +2%
OA
292
Oxbow Advisors
Texas
$487K -$8.95K -170 -2%
RBC
293
Ronald Blue & Co
Georgia
$486K -$1.26M -24,012 -72%
BWM
294
Baystate Wealth Management
Massachusetts
$485K -$22.6K -428 -4%
DIA
295
Davidson Investment Advisors
Montana
$484K +$72.5K +1,382 +18%
GHA
296
GW Henssler & Associates
Georgia
$483K +$21.5K +408 +5%
ATC
297
Argent Trust Co
Tennessee
$476K +$18.4K +350 +4%
AWM
298
AllSquare Wealth Management
New York
$472K – – –
CTI
299
Community Trust & Investment
Kentucky
$467K +$467K +8,870 New
SFM
300
Signet Financial Management
New Jersey
$458K -$175K -3,316 -28%
10 11
12
13 14