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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 %
NSCM
326
New South Capital Management
Tennessee
$658K – – –
HCA
327
Horan Capital Advisors
Ohio
$640K +$105 +2 +0%
NGA
328
Naples Global Advisors
Florida
$636K -$43.9K -838 -6%
SFM
329
Signet Financial Management
New Jersey
$635K +$9.13K +174 +1%
AA
330
Apriem Advisors
California
$630K -$228K -4,346 -27%
PAS
331
Partnervest Advisory Services
California
$622K -$16.9K -322 -3%
AAM
332
Advisors Asset Management
Colorado
$612K -$26.5K -506 -4%
CAM
333
Concorde Asset Management
Michigan
$610K +$226K +4,308 +59%
Bessemer Group
334
Bessemer Group
New Jersey
$607K -$29.5K -562 -5%
BUB
335
BBVA USA Bancshares
Texas
$602K +$602K +11,466 New
AA
336
Ancora Advisors
Ohio
$597K +$597K +11,378 New
PRS
337
Pinkerton Retirement Specialists
Idaho
$581K -$418K -7,958 -42%
CAN
338
Cetera Advisor Networks
California
$581K -$85.7K -1,634 -13%
RBC
339
Ronald Blue & Co
Georgia
$573K -$236K -4,500 -29%
FG
340
Fiduciary Group
Georgia
$571K – – –
MWM
341
Mascoma Wealth Management
New Hampshire
$568K +$568K +10,830 New
CIM
342
Confluence Investment Management
Missouri
$564K -$484K -9,226 -46%
EAM
343
Evanson Asset Management
California
$563K +$1.68K +32 +0.3%
CTC
344
Central Trust Company
Missouri
$561K +$5.25K +100 +0.9%
CPO
345
Cerity Partners OCIO
New York
$556K -$214K -4,072 -28%
VWA
346
V Wealth Advisors
Kansas
$556K -$45.1K -860 -8%
PP
347
Pegasus Partners
Wisconsin
$554K +$344K +6,550 +164%
Chevy Chase Trust
348
Chevy Chase Trust
Maryland
$552K -$771K -14,690 -58%
CB
349
Commerce Bank
Missouri
$547K -$89.4K -1,706 -14%
NPF
350
Norris Perne & French
Michigan
$547K -$15.7K -300 -3%
12 13
14
15 16