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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
+$114M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$93.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$56.6M
4
JIR
James Investment Research
Ohio
+$34.1M
5
Stifel Financial
Stifel Financial
Missouri
+$28.3M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
-$41.5M
2
Bank of America
Bank of America
North Carolina
-$26.2M
3
JCM
Janney Capital Management
Pennsylvania
-$26M
4
BA
BlackRock Advisors
Delaware
-$23.4M
5
MNA
Manning & Napier Advisors
New York
-$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
351
Concorde Asset Management
Michigan
$260K +$260K +4,934 New
PCM
352
Parsons Capital Management
Rhode Island
$255K -$23.7K -450 -9%
BAM
353
Bruderman Asset Management
New York
$255K – – –
ST
354
Spinnaker Trust
Maine
$251K -$2.53K -48 -1%
IAS
355
IMA Advisory Services
Colorado
$251K – – –
CBU
356
CIBC Bank USA
Illinois
$250K – – –
STMM
357
South Texas Money Management
Texas
$250K +$250K +4,740 New
OC
358
Oakworth Capital
Alabama
$246K – – –
SC
359
Scotia Capital
Ontario, Canada
$242K +$242K +4,602 New
SFSG
360
Stearns Financial Services Group
North Carolina
$240K -$9.05K -172 -4%
MFBTD
361
MB Financial Bank - Trust Department
Illinois
$232K – – –
KCM
362
Karp Capital Management
California
$232K – – –
ACI
363
Alpha Cubed Investments
California
$228K +$228K +4,330 New
AIS
364
American Investment Services
Massachusetts
$227K – – –
RW
365
Rand Wealth
Maryland
$226K – – –
PFS
366
Prospera Financial Services
Texas
$224K +$316 +6 +0.1%
MPAM
367
Murphy Pohlad Asset Management
Minnesota
$223K – – –
LIM
368
Leavell Investment Management
Alabama
$220K – – –
FCT
369
Family Capital Trust
Massachusetts
$212K – – –
OMC
370
Overbrook Management Corp
New York
$200K -$137K -2,600 -41%
EDRH
371
Edmond de Rothschild Holding
Switzerland
$192K +$192K +3,650 New
TIM
372
Tortoise Investment Management
New York
$155K – – –
TCM
373
TD Capital Management
Tennessee
$148K -$2.35M -44,586 -94%
CFA
374
Carroll Financial Associates
North Carolina
$130K +$130K +2,462 New
Simplex Trading
375
Simplex Trading
Illinois
$123K +$123K +2,350 New
13 14
15
16 17