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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 %
CAN
351
Cetera Advisor Networks
California
$266K -$125K -2,376 -32%
SBH
352
Segall Bryant & Hamill
Illinois
$263K -$24.2K -460 -8%
FAM
353
Formidable Asset Management
Ohio
$263K – – –
SWP
354
Stratos Wealth Partners
Ohio
$261K +$261K +4,962 New
IAS
355
IMA Advisory Services
Colorado
$251K – – –
ST
356
Spinnaker Trust
Maine
$251K – – –
OC
357
Oakworth Capital
Alabama
$246K – – –
CIM
358
Confluence Investment Management
Missouri
$245K -$49.8K -948 -17%
CWM
359
Concert Wealth Management
California
$244K +$244K +4,620 New
SC
360
Scotia Capital
Ontario, Canada
$237K -$5.26K -100 -2%
CCFCSB
361
Cape Cod Five Cents Savings Bank
Massachusetts
$237K +$237K +4,500 New
PCM
362
Parsons Capital Management
Rhode Island
$233K -$21K -400 -8%
ACI
363
Alpha Cubed Investments
California
$229K +$948 +18 +0.4%
SCA
364
Strategic Capital Alternatives
United States
$226K -$221K -4,216 -49%
DW
365
Domani Wealth
Pennsylvania
$225K +$225K +4,288 New
NAM
366
Nichols Asset Management
Massachusetts
$224K -$1.15M -21,822 -84%
MFBTD
367
MB Financial Bank - Trust Department
Illinois
$223K -$8.53K -162 -4%
MPAM
368
Murphy Pohlad Asset Management
Minnesota
$223K – – –
LIM
369
Leavell Investment Management
Alabama
$222K +$2.62K +50 +1%
AAM
370
Advisors Asset Management
Colorado
$222K +$222K +4,218 New
AIS
371
American Investment Services
Massachusetts
$221K -$5.25K -100 -2%
IP
372
Investment Partners
Ohio
$218K -$85.3K -1,616 -28%
AF
373
Aldebaran Financial
$217K +$217K +4,122 New
IC
374
Iconiq Capital
California
$215K +$215K +4,090 New
BAM
375
Bruderman Asset Management
New York
$213K -$42.1K -800 -16%
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15
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