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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

524 hedge funds and large institutions have $7.65B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 190 increasing their positions, 205 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+3
Holders Change %
+0.58%
% of All Funds
13.08%
Holding in Top 10
68
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.45%
% of All Funds
1.7%
New
45
Increased
190
Reduced
205
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SR
Swiss Re
Switzerland
+$175M
2
T
Thomaspartners
Massachusetts
+$56.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$30.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.5M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$29M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$69.4M
2
HNB
Huntington National Bank
Ohio
-$41.9M
3
BIAS
Beacon Investment Advisory Services
New Jersey
-$30.1M
4
TH
TCTC Holdings
Texas
-$21.3M
5
FT
Fiduciary Trust
Massachusetts
-$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
351
Level Four Advisory Services
Texas
$533K – – –
EWM
352
Evercore Wealth Management
New York
$531K -$114K -2,166 -18%
ZIC
353
ZWJ Investment Counsel
Georgia
$527K – – –
PRS
354
Pinkerton Retirement Specialists
Idaho
$524K – – –
DS
355
DRW Securities
Illinois
$519K +$519K +9,858 New
GAM
356
Gemmer Asset Management
California
$511K -$14.4K -274 -3%
GLA
357
Great Lakes Advisors
Illinois
$506K +$52.2K +992 +12%
NAM
358
North American Management
Massachusetts
$503K -$947 -18 -0.2%
FG
359
Fiduciary Group
Georgia
$502K -$71K -1,348 -12%
PP
360
Pegasus Partners
Wisconsin
$500K -$55.3K -1,050 -10%
NPC
361
National Planning Corporation
California
$495K -$174K -3,304 -26%
SCG
362
Sonata Capital Group
Washington
$495K – – –
RMAM
363
Raab & Moskowitz Asset Management
New Jersey
$494K -$65.4K -1,244 -12%
CTC
364
Central Trust Company
Missouri
$493K -$45.8K -870 -8%
AWA
365
ARS Wealth Advisors
Florida
$493K -$10.5K -200 -2%
KTC
366
Kistler-Tiffany Companies
Pennsylvania
$493K – – –
CAM
367
Covenant Asset Management
New Jersey
$493K – – –
CCM
368
Canal Capital Management
Virginia
$493K +$8.43K +160 +2%
AF
369
Aldebaran Financial
$487K -$145K -2,754 -23%
TIM
370
Tortoise Investment Management
New York
$482K -$105K -2,000 -18%
CSIC
371
Clifford Swan Investment Counsel
California
$467K -$18.4K -350 -4%
TNB
372
Thomasville National Bank
Georgia
$467K +$52.6K +1,000 +13%
MWM
373
Mission Wealth Management
California
$460K -$8.96K -170 -2%
PAS
374
Partnervest Advisory Services
California
$459K -$46.7K -886 -9%
BAS
375
Brown Advisory Securities
Maryland
$458K +$35.9K +682 +8%
13 14
15
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