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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 %
HIIFS
351
Harel Insurance Investments & Financial Services
Israel
$543K -$550K – –
RMAM
352
Raab & Moskowitz Asset Management
New Jersey
$543K +$5.45K +104 +1%
JWS
353
Juncture Wealth Strategies
Arizona
$533K +$283K +5,392 +113%
CWM
354
Calamos Wealth Management
Illinois
$530K +$530K +10,102 New
GAM
355
Gemmer Asset Management
California
$526K -$114K -2,176 -18%
Mirae Asset Global Investments
356
Mirae Asset Global Investments
South Korea
$525K -$788K -15,000 -60%
ACM
357
Avalon Capital Management
California
$525K -$10.5K -200 -2%
EWM
358
Evercore Wealth Management
New York
$525K – – –
MRCM
359
M&R Capital Management
New Jersey
$524K – – –
AWA
360
ARS Wealth Advisors
Florida
$511K – – –
NAM
361
North American Management
Massachusetts
$496K -$72.8K -1,388 -13%
SCG
362
Sonata Capital Group
Washington
$494K – – –
KTC
363
Kistler-Tiffany Companies
Pennsylvania
$491K – – –
CSIC
364
Clifford Swan Investment Counsel
California
$484K -$5.25K -100 -1%
AB
365
AT Bancorp
Iowa
$481K – – –
TIM
366
Tortoise Investment Management
New York
$480K +$341K +6,500 +245%
MWM
367
Mission Wealth Management
California
$475K +$63.3K +1,206 +15%
AWM
368
AllSquare Wealth Management
New York
$469K +$5.98K +114 +1%
ZIM
369
Zacks Investment Management
Illinois
$467K -$36.1K -688 -7%
GLA
370
Great Lakes Advisors
Illinois
$463K -$144K -2,752 -24%
AL
371
Aspiriant LLC
California
$462K -$378K -7,198 -45%
LFG
372
LifePlan Financial Group
Ohio
$448K +$127K +2,424 +40%
I
373
IberiaBank
Louisiana
$446K +$199K +3,796 +81%
WPA
374
West Paces Advisors
Georgia
$446K +$446K +8,500 New
LFAS
375
Level Four Advisory Services
Texas
$440K +$440K +8,378 New
13 14
15
16 17