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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
$464M
2
Goldman Sachs
Goldman Sachs
New York
$338M
3
LPL Financial
LPL Financial
California
$143M
4
WI
WBI Investments
New Jersey
$55.7M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$61.1M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$390M
2
UCFA
United Capital Financial Advisors
Texas
$93.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$159M
4
DPIM
Duff & Phelps Investment Management
Illinois
$33M
5
AssetMark Inc
AssetMark Inc
California
$37.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
376
Alpha Cubed Investments
California
$228K +$732 +14 +0.3%
PCM
377
Parsons Capital Management
Rhode Island
$227K -$5.23K -100 -2%
RT
378
Reliance Trust
Georgia
$224K +$224K +4,276 New
ACM
379
Argentus Capital Management
Texas
$223K +$142K +2,724 +177%
MPAM
380
Murphy Pohlad Asset Management
Minnesota
$222K – – –
DBT
381
Dubuque Bank & Trust
Iowa
$221K -$247K -4,710 -53%
LIM
382
Leavell Investment Management
Alabama
$221K – – –
BCM
383
Brookstone Capital Management
Illinois
$217K +$135K +2,590 +166%
IC
384
Iconiq Capital
California
$214K – – –
ST
385
Spinnaker Trust
Maine
$212K -$37K -708 -15%
BAM
386
Bruderman Asset Management
New York
$212K – – –
AF
387
Aldebaran Financial
$205K -$10.5K -200 -5%
Walleye Trading
388
Walleye Trading
New York
$200K +$200K +3,828 New
FCT
389
Family Capital Trust
Massachusetts
$190K – – –
CAPTRUST Financial Advisors
390
CAPTRUST Financial Advisors
North Carolina
$186K +$89K +1,700 +92%
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$174K +$170K +3,268 +4,806%
CPIG
392
Chicago Partners Investment Group
Illinois
$167K +$167K +3,202 New
TIM
393
Tortoise Investment Management
New York
$154K – – –
EDRH
394
Edmond de Rothschild Holding
Switzerland
$150K -$41.4K -790 -22%
CFA
395
Carroll Financial Associates
North Carolina
$133K – – –
WAM
396
Wealthspire Advisors (Maryland)
Maryland
$132K +$132K +2,520 New
SF
397
Synovus Financial
Georgia
$118K +$39.5K +748 +50%
SMG
398
Spectrum Management Group
Indiana
$110K +$110K +2,100 New
PRS
399
Pinkerton Retirement Specialists
Idaho
$108K -$1.38M -26,294 -93%
TAIM
400
TD Ameritrade Investment Management
Nebraska
$107K +$2.31K +44 +2%
14 15
16
17 18