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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 %
CAI
301
Capital Advisors Inc
Oklahoma
$903K +$903K +17,214 New
FFBTD
302
First Financial Bank - Trust Division
Ohio
$898K +$72.9K +1,390 +9%
JIC
303
Johnson Investment Counsel
Ohio
$886K +$56.8K +1,082 +7%
SI
304
Shaker Investments
Ohio
$875K +$105 +2 +0%
BCM
305
Boltwood Capital Management
California
$850K -$52.5K -1,000 -6%
FUBT
306
First United Bank & Trust
Maryland
$847K -$18.9K -360 -2%
AF
307
Aldebaran Financial
$844K +$291K +5,550 +53%
NFP
308
Narus Financial Partners
Utah
$843K +$843K +16,066 New
BGC
309
Blue Granite Capital
South Carolina
$842K +$842K +16,050 New
BAM
310
Brave Asset Management
New Jersey
$840K – – –
BWM
311
Baystate Wealth Management
Massachusetts
$825K +$22.6K +430 +3%
RFS
312
Rockefeller Financial Services
New York
$820K +$15.1K +288 +2%
ST
313
Sentinel Trust
Texas
$806K -$68.8K -1,312 -8%
IWM
314
Integrated Wealth Management
California
$789K +$103K +1,964 +15%
SWM
315
Stockman Wealth Management
Montana
$787K – – –
EAMA
316
EFG Asset Management (Americas)
Florida
$777K +$118K +2,244 +18%
WS
317
Wedbush Securities
California
$761K +$3.57K +68 +0.5%
SS
318
Simplicity Solutions
Minnesota
$757K +$216K +4,120 +40%
NFG
319
Next Financial Group
Texas
$743K +$133K +2,540 +22%
RJT
320
Raymond James Trust
Florida
$724K +$78K +1,488 +12%
AllianceBernstein
321
AllianceBernstein
Tennessee
$692K +$692K +13,188 New
Cetera Investment Advisers
322
Cetera Investment Advisers
Illinois
$691K +$102K +1,956 +17%
CAM
323
Covenant Asset Management
New Jersey
$684K +$684K +13,036 New
DIA
324
Dana Investment Advisors
Wisconsin
$676K -$31.5K -600 -4%
DP
325
Dearborn Partners
Illinois
$664K – – –
11 12
13
14 15