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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
$120M
2
UCFA
United Capital Financial Advisors
Texas
$354M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$405M
4
AssetMark Inc
AssetMark Inc
California
$89.1M
5
UBS Group
UBS Group
Switzerland
$293M

Top Sellers

1
BlackRock
BlackRock
New York
$490M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$251M
3
Morgan Stanley
Morgan Stanley
New York
$312M
4
MNA
Manning & Napier Advisors
New York
$20.9M
5
SGAM
Steinberg Global Asset Management
Florida
$761K
Name Holding Trade Value Shares
Change 		Shares
Change %
KTC
301
Kistler-Tiffany Companies
Pennsylvania
$440K -$525 -10 -0.1%
MBT
302
Monroe Bank & Trust
Michigan
$439K +$439K +8,360 New
CB
303
Community Bank
New York
$435K -$216K -4,100 -33%
BWM
304
Baystate Wealth Management
Massachusetts
$425K -$59K -1,122 -12%
RMCM
305
Reynders McVeigh Capital Management
Massachusetts
$421K -$23.6K -448 -5%
TNB
306
Thomasville National Bank
Georgia
$421K – – –
FHC
307
First Heartland Consultants
Missouri
$416K -$14.4K -274 -3%
OA
308
Oxbow Advisors
Texas
$415K -$70.9K -1,350 -15%
PG
309
Patten Group
Tennessee
$408K -$9.99K -190 -2%
CBU
310
CIBC Bank USA
Illinois
$407K +$158K +3,000 +63%
EIA
311
Edgemoor Investment Advisors
Maryland
$405K -$276K -5,240 -40%
V
312
Veritable
Delaware
$404K – – –
IH
313
IFC Holdings
Florida
$404K +$50K +956 +14%
CHAM
314
Clear Harbor Asset Management
Connecticut
$400K – – –
Comerica Bank
315
Comerica Bank
Texas
$389K -$311K -5,914 -44%
BCA
316
Bray Capital Advisors
Florida
$384K -$35.2K -670 -8%
DIA
317
Davidson Investment Advisors
Montana
$375K -$110K -2,090 -23%
YP
318
Yellowstone Partners
Idaho
$373K -$660K -12,542 -64%
HWA
319
Heritage Wealth Advisors
Virginia
$372K +$372K +7,058 New
CAM
320
Concorde Asset Management
Michigan
$368K +$108K +2,054 +42%
LJHT
321
Laurie J. Hall Trustee
$362K – – –
FPFS
322
First Personal Financial Services
North Carolina
$361K +$9.06K +172 +3%
UR
323
USCA RIA
Texas
$351K – – –
OC
324
Oarsman Capital
Wisconsin
$350K +$86.3K +1,640 +33%
PFA
325
Paradigm Financial Advisors
Missouri
$350K +$350K +6,664 New
11 12
13
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