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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

447 hedge funds and large institutions have $7.37B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 147 increasing their positions, 176 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+17
Holders Change %
+3.95%
% of All Funds
11.74%
Holding in Top 10
72
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.13%
% of All Funds
1.89%
New
61
Increased
147
Reduced
176
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$214M
2
Goldman Sachs
Goldman Sachs
New York
+$204M
3
LPL Financial
LPL Financial
California
+$92.1M
4
WI
WBI Investments
New Jersey
+$55.7M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$35.6M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$617M
2
UCFA
United Capital Financial Advisors
Texas
-$259M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$244M
4
DPIM
Duff & Phelps Investment Management
Illinois
-$86.3M
5
AssetMark Inc
AssetMark Inc
California
-$50.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
276
Robshaw & Julian Associates
New York
$794K +$794K +15,190 New
FG
277
Fiduciary Group
Georgia
$778K +$155K +2,956 +25%
CB
278
Commerce Bank
Missouri
$749K -$96.8K -1,850 -11%
PCM
279
Pointe Capital Management
Michigan
$749K -$67.9K -1,300 -8%
DP
280
Dearborn Partners
Illinois
$721K -$106K -2,020 -13%
RJT
281
Raymond James Trust
Florida
$716K +$33.9K +648 +5%
FBA
282
Front Barnett Associates
Illinois
$705K +$28.2K +540 +4%
ST
283
Sentinel Trust
Texas
$703K +$21.4K +408 +3%
VC
284
Vestor Capital
Illinois
$689K -$78K -1,490 -10%
MMA
285
Miracle Mile Advisors
California
$689K – – –
IWM
286
Integrated Wealth Management
California
$668K -$4.81K -92 -0.7%
AWM
287
Avior Wealth Management
Nebraska
$666K +$21.3K +408 +3%
BFA
288
Bragg Financial Advisors
North Carolina
$660K -$61.8K -1,180 -9%
Cetera Investment Advisers
289
Cetera Investment Advisers
Illinois
$659K +$659K +12,612 New
NSCM
290
New South Capital Management
Tennessee
$656K – – –
CTC
291
Central Trust Company
Missouri
$642K -$109K -2,090 -15%
GAM
292
Gemmer Asset Management
California
$641K -$2.09K -40 -0.3%
NGA
293
Naples Global Advisors
Florida
$639K +$27.2K +520 +4%
EIA
294
Edgemoor Investment Advisors
Maryland
$626K +$224K +4,276 +56%
AAM
295
Advisors Asset Management
Colorado
$624K +$403K +7,714 +183%
GWCM
296
Godshalk Welsh Capital Management
Pennsylvania
$620K -$133K -2,550 -18%
RMAM
297
Raab & Moskowitz Asset Management
New Jersey
$586K – – –
WPC
298
Waters Parkerson & Co
Louisiana
$577K -$41.8K -800 -7%
EAM
299
Evanson Asset Management
California
$576K +$209 +4 +0%
Millennium Management
300
Millennium Management
New York
$568K +$568K +10,864 New
10 11
12
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