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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

515 hedge funds and large institutions have $7.33B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 175 increasing their positions, 197 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+40
Holders Change %
+8.42%
% of All Funds
12.89%
Holding in Top 10
70
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.75%
New
76
Increased
175
Reduced
197
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T
Thomaspartners
Massachusetts
+$72.7M
2
BlackRock
BlackRock
New York
+$59.5M
3
BIAS
Beacon Investment Advisory Services
New Jersey
+$48.6M
4
RIG
RiverFront Investment Group
Virginia
+$47.1M
5
BFA
BlackRock Fund Advisors
California
+$28.8M

Top Sellers

1
SR
Swiss Re
Switzerland
-$161M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$26.8M
3
LPL Financial
LPL Financial
California
-$22.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.2M
5
RVPG
Relative Value Partners Group
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
276
Avantax Planning Partners
Iowa
$1.15M +$1.15M +21,860 New
AP
277
Advisors Preferred
Maryland
$1.14M -$2.19M -41,700 -66%
BWA
278
BlueSky Wealth Advisors
North Carolina
$1.14M +$1.14M +21,680 New
FEG
279
Financial Enhancement Group
Indiana
$1.11M +$55.2K +1,052 +5%
HIS
280
Horizon Investment Services
Indiana
$1.1M -$82.9K -1,580 -7%
EWM
281
Empirical Wealth Management
Washington
$1.09M +$96K +1,828 +10%
BAAM
282
Baker Avenue Asset Management
California
$1.07M -$26.2K -500 -2%
IP
283
Investment Partners
Ohio
$1.07M +$173K +3,304 +19%
TB
284
Terril Brothers
Missouri
$1.06M +$1.06M +20,100 New
Kayne Anderson Rudnick Investment Management
285
Kayne Anderson Rudnick Investment Management
California
$1.05M +$61.3K +1,168 +6%
MMA
286
Miracle Mile Advisors
California
$1.03M -$404K -7,696 -28%
KC
287
Kingfisher Capital
North Carolina
$1.02M +$1.02M +19,390 New
SI
288
SII Investments
Wisconsin
$1.01M -$385K -7,336 -28%
SA
289
SL Advisors
New Jersey
$998K +$998K +19,018 New
GT
290
Glenview Trust
Kentucky
$979K +$979K +18,664 New
CT
291
Cambridge Trust
Massachusetts
$954K -$400K -7,616 -30%
DAS
292
Dynamic Advisor Solutions
Arizona
$945K +$19.4K +370 +2%
NPC
293
National Planning Corporation
California
$943K -$530K -10,086 -36%
RJA
294
Robshaw & Julian Associates
New York
$941K +$30.4K +580 +3%
SG
295
Swarthmore Group
Pennsylvania
$934K -$656K -12,500 -41%
AWM
296
Avior Wealth Management
Nebraska
$933K +$59.6K +1,136 +7%
LPIC
297
LeJeune Puetz Investment Counsel
Michigan
$929K +$929K +17,700 New
FHA
298
First Horizon Advisors
Tennessee
$919K – – –
1832 Asset Management
299
1832 Asset Management
Ontario, Canada
$916K +$247K +4,700 +37%
PSUF
300
People's United Financial
Connecticut
$904K -$1.58M -30,102 -64%
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