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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 %
EDRH
376
Edmond de Rothschild Holding
Switzerland
$192K – – –
FCT
377
Family Capital Trust
Massachusetts
$191K -$21K -400 -10%
CFSG
378
Community Financial Services Group
Vermont
$183K -$120K -2,286 -40%
TIM
379
Tortoise Investment Management
New York
$155K – – –
KF
380
Krilogy Financial
Missouri
$135K +$135K +2,568 New
CFA
381
Carroll Financial Associates
North Carolina
$134K +$5.23K +100 +4%
Creative Planning
382
Creative Planning
Kansas
$133K +$133K +2,528 New
PVH
383
Psagot Value Holdings
Israel
$107K – – –
TAIM
384
TD Ameritrade Investment Management
Nebraska
$105K -$337K -6,412 -76%
CAPTRUST Financial Advisors
385
CAPTRUST Financial Advisors
North Carolina
$97K +$210 +4 +0.2%
CAL
386
Capital Advisors Ltd
Ohio
$95K +$75K +1,428 +374%
SFFS
387
Stonehage Fleming Financial Services
Jersey
$94K +$94K +1,780 New
IFA
388
Interactive Financial Advisors
Illinois
$91K -$4.85K -92 -5%
AIP
389
Ameritas Investment Partners
Nebraska
$87K -$476K -9,148 -85%
BCM
390
Brookstone Capital Management
Illinois
$82K -$10.2K -194 -11%
HI
391
Hudock Inc
Pennsylvania
$81K +$630 +12 +0.8%
ACM
392
Argentus Capital Management
Texas
$81K +$81K +1,542 New
SF
393
Synovus Financial
Georgia
$78K +$3.04K +58 +4%
RPG
394
Risk Paradigm Group
Texas
$70.8K +$17K +324 +32%
SA
395
SRH Advisors
Kansas
$68K -$217K -4,150 -76%
ARMC
396
American Research & Management Company
Massachusetts
$68K -$18.3K -350 -21%
SSB
397
Sandy Spring Bank
Maryland
$68K – – –
HPBT
398
High Point Bank & Trust
North Carolina
$64K – – –
WTB
399
Washington Trust Bank
Washington
$60K -$19.7K -378 -25%
ASN
400
Advisory Services Network
Georgia
$60K +$7.64K +146 +15%
14 15
16
17 18