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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

447 hedge funds and large institutions have $7.37B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 147 increasing their positions, 176 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+17
Holders Change %
+3.95%
% of All Funds
11.74%
Holding in Top 10
72
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.13%
% of All Funds
1.89%
New
61
Increased
147
Reduced
176
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$214M
2
Goldman Sachs
Goldman Sachs
New York
+$204M
3
LPL Financial
LPL Financial
California
+$92.1M
4
WI
WBI Investments
New Jersey
+$55.7M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$35.6M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$617M
2
UCFA
United Capital Financial Advisors
Texas
-$259M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$244M
4
DPIM
Duff & Phelps Investment Management
Illinois
-$86.3M
5
AssetMark Inc
AssetMark Inc
California
-$50.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
351
M&R Capital Management
New Jersey
$314K – – –
LP
352
LGL Partners
Pennsylvania
$304K +$304K +5,806 New
SFI
353
SPC Financial Inc
Maryland
$298K +$20.9K +400 +8%
CAN
354
Cetera Advisor Networks
California
$295K +$30.8K +592 +12%
KC
355
Kingfisher Capital
North Carolina
$291K -$20.8K -398 -7%
SAS
356
Stelac Advisory Services
New York
$287K +$5.13K +98 +2%
HCM
357
Harvest Capital Management
New Hampshire
$282K – – –
SWP
358
Stratos Wealth Partners
Ohio
$281K +$21.4K +410 +8%
SFFS
359
Stonehage Fleming Financial Services
Jersey
$272K +$179K +3,420 +192%
PIA
360
Piedmont Investment Advisors
North Carolina
$268K – – –
NB
361
NBT Bank
New York
$267K – – –
EAMA
362
EFG Asset Management (Americas)
Florida
$266K -$44.6K -924 -14%
WRM
363
Westport Resources Management
Connecticut
$263K -$21.1K -402 -7%
Creative Planning
364
Creative Planning
Kansas
$263K +$131K +2,492 +99%
SBH
365
Segall Bryant & Hamill
Illinois
$262K – – –
SPC
366
Sigma Planning Corp
Michigan
$260K +$260K +4,972 New
LFG
367
LifePlan Financial Group
Ohio
$255K -$58.1K -1,112 -19%
ACM
368
Arlington Capital Management
Illinois
$252K +$252K +4,826 New
IAS
369
IMA Advisory Services
Colorado
$249K – – –
OC
370
Oakworth Capital
Alabama
$245K – – –
CIM
371
Confluence Investment Management
Missouri
$244K – – –
CWM
372
Concert Wealth Management
California
$242K +$523 +10 +0.2%
FAM
373
Formidable Asset Management
Ohio
$236K -$25K -480 -10%
SC
374
Scotia Capital
Ontario, Canada
$236K – – –
GT
375
Glenview Trust
Kentucky
$229K +$229K +4,376 New
13 14
15
16 17