IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

417 hedge funds and large institutions have $6.51B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 127 increasing their positions, 184 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
-3
Holders Change %
-0.71%
% of All Funds
11.12%
Holding in Top 10
58
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.69%
% of All Funds
1.55%
New
44
Increased
127
Reduced
184
Closed
41
Calls
–
Puts
$264K
Net Calls
-$264K
Net Calls Change
-$1.12M

Top Buyers

1
SR
Swiss Re
Switzerland
$160M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$242M
3
UCFA
United Capital Financial Advisors
Texas
$162M
4
FEG
Fund Evaluation Group
Ohio
$56.7M
5
JCM
Janney Capital Management
Pennsylvania
$26M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$8.69M
2
JIR
James Investment Research
Ohio
$35.2M
3
Wells Fargo
Wells Fargo
California
$339M
4
Bank of America
Bank of America
North Carolina
$425M
5
MNA
Manning & Napier Advisors
New York
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
301
Bessemer Group
New Jersey
$491K -$19K -360 -4%
AGA
302
Accuvest Global Advisors
Utah
$481K -$191K -3,620 -28%
AWM
303
AllSquare Wealth Management
New York
$473K – – –
GHA
304
GW Henssler & Associates
Georgia
$463K +$51K +966 +12%
IT
305
Independence Trust
Tennessee
$460K -$229K -4,336 -33%
ATC
306
Argent Trust Co
Tennessee
$459K +$7.92K +150 +2%
BCA
307
Bray Capital Advisors
Florida
$458K +$458K +8,672 New
FHC
308
First Heartland Consultants
Missouri
$451K -$15.2K -288 -3%
YP
309
Yellowstone Partners
Idaho
$450K +$54.8K +1,038 +14%
CCG
310
Chatham Capital Group
Georgia
$449K -$343K -6,500 -43%
RMCM
311
Reynders McVeigh Capital Management
Massachusetts
$446K – – –
TNB
312
Thomasville National Bank
Georgia
$423K -$4.12K -78 -1%
PG
313
Patten Group
Tennessee
$419K -$44.8K -850 -10%
DIA
314
Davidson Investment Advisors
Montana
$412K -$692K -13,182 -63%
KFA
315
Kelleher Financial Advisors
New York
$399K +$62.1K +1,178 +18%
CAN
316
Cetera Advisor Networks
California
$395K -$22.7K -428 -5%
EWA
317
EP Wealth Advisors
California
$388K +$388K +7,350 New
MCM
318
Monarch Capital Management
Indiana
$380K +$380K +7,200 New
LJHT
319
Laurie J. Hall Trustee
$364K +$30K +568 +9%
SFI
320
SPC Financial Inc
Maryland
$364K +$364K +6,900 New
Comerica Bank
321
Comerica Bank
Texas
$356K -$355K -6,730 -50%
UR
322
USCA RIA
Texas
$353K -$17.4K -330 -5%
IH
323
IFC Holdings
Florida
$349K +$10.3K +198 +3%
I
324
IberiaBank
Louisiana
$346K +$346K +6,562 New
BBA
325
BLB&B Advisors
Pennsylvania
$344K +$23.5K +444 +7%
11 12
13
14 15