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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

418 hedge funds and large institutions have $6.68B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 138 increasing their positions, 171 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
11.27%
Holding in Top 10
60
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.45%
% of All Funds
1.62%
New
36
Increased
138
Reduced
171
Closed
28
Calls
–
Puts
$327K
Net Calls
-$327K
Net Calls Change
-$63K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
$275M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$335M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$307M
4
JIR
James Investment Research
Ohio
$34.1M
5
Stifel Financial
Stifel Financial
Missouri
$64.2M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
$15.1M
2
Bank of America
Bank of America
North Carolina
$398M
3
JCM
Janney Capital Management
Pennsylvania
$0
4
BA
BlackRock Advisors
Delaware
$1.07M
5
MNA
Manning & Napier Advisors
New York
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIC
326
Clifford Swan Investment Counsel
California
$332K – – –
GWA
327
Genesis Wealth Advisors
Massachusetts
$331K -$240K -4,562 -42%
EAMA
328
EFG Asset Management (Americas)
Florida
$327K +$184K +3,478 +128%
SNT
329
Security National Trust
West Virginia
$321K – – –
B
330
Bailard
California
$318K -$410K -7,774 -56%
MRCM
331
M&R Capital Management
New Jersey
$316K – – –
LFG
332
LifePlan Financial Group
Ohio
$316K +$10K +190 +3%
CFSG
333
Community Financial Services Group
Vermont
$304K -$607K -11,530 -67%
IP
334
Investment Partners
Ohio
$303K +$56.8K +1,076 +23%
VKH
335
Virtu KCG Holdings
New York
$300K -$355K -6,736 -54%
Mitsubishi UFJ Trust & Banking
336
Mitsubishi UFJ Trust & Banking
Japan
$295K -$36.6K -696 -11%
CIM
337
Confluence Investment Management
Missouri
$295K – – –
PP
338
Pegasus Partners
Wisconsin
$295K +$295K +5,600 New
SBH
339
Segall Bryant & Hamill
Illinois
$288K +$16.9K +320 +6%
SA
340
SRH Advisors
Kansas
$287K – – –
WRM
341
Westport Resources Management
Connecticut
$286K +$105 +2 +0%
HCM
342
Harvest Capital Management
New Hampshire
$284K – – –
IT
343
Independence Trust
Tennessee
$282K -$177K -3,360 -39%
DIA
344
Dana Investment Advisors
Wisconsin
$281K +$281K +5,328 New
DS
345
DRW Securities
Illinois
$280K +$280K +5,310 New
AW
346
ACG Wealth
Georgia
$276K -$1.16K -22 -0.4%
PIA
347
Piedmont Investment Advisors
North Carolina
$270K +$270K +5,120 New
NB
348
NBT Bank
New York
$268K – – –
FAM
349
Formidable Asset Management
Ohio
$264K – – –
OC
350
Oarsman Capital
Wisconsin
$264K +$31.1K +590 +13%
12 13
14
15 16