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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
$275M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$335M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$307M
4
JIR
James Investment Research
Ohio
$34.1M
5
Stifel Financial
Stifel Financial
Missouri
$64.2M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
$15.1M
2
Bank of America
Bank of America
North Carolina
$398M
3
JCM
Janney Capital Management
Pennsylvania
$0
4
BA
BlackRock Advisors
Delaware
$1.07M
5
MNA
Manning & Napier Advisors
New York
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PVH
376
Psagot Value Holdings
Israel
$107K -$58.8K -1,118 -35%
TF
377
Tompkins Financial
New York
$100K – – –
CAPTRUST Financial Advisors
378
CAPTRUST Financial Advisors
North Carolina
$97K +$105 +2 +0.1%
IFA
379
Interactive Financial Advisors
Illinois
$96K +$845 +16 +0.9%
BCM
380
Brookstone Capital Management
Illinois
$93K +$93K +1,758 New
MAM
381
Meeder Asset Management
Ohio
$92K – – –
ARMC
382
American Research & Management Company
Massachusetts
$87K -$5.27K -100 -6%
HI
383
Hudock Inc
Pennsylvania
$80K +$1.26K +24 +2%
WTB
384
Washington Trust Bank
Washington
$80K +$19.8K +378 +33%
SF
385
Synovus Financial
Georgia
$75K -$2.83K -54 -4%
SSB
386
Sandy Spring Bank
Maryland
$68K – – –
CG
387
Colony Group
Massachusetts
$66K +$106 +2 +0.2%
HPBT
388
High Point Bank & Trust
North Carolina
$64K -$38.2K -726 -37%
KPCM
389
Kings Point Capital Management
New York
$63K +$63K +1,200 New
EWM
390
Evercore Wealth Management
New York
$61K +$61K +1,150 New
RPG
391
Risk Paradigm Group
Texas
$53.8K -$25K -474 -32%
ASN
392
Advisory Services Network
Georgia
$53K – – –
PIM
393
Parasol Investment Management
Illinois
$53K – – –
LWCFA
394
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47K – – –
Northwestern Mutual Wealth Management
395
Northwestern Mutual Wealth Management
Wisconsin
$45K +$45K +860 New
TWA
396
TCI Wealth Advisors
Arizona
$43K -$17K -322 -28%
FFC
397
First Financial Corp
Indiana
$43K +$9.6K +184 +29%
BAM
398
Barrett Asset Management
New York
$41K -$103K -1,928 -71%
KCPG
399
Kavar Capital Partners Group
Kansas
$38K +$38K +730 New
SIG
400
Stanford Investment Group
California
$35K +$35K +666 New
14 15
16
17 18