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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

458 hedge funds and large institutions have $7.14B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 153 increasing their positions, 189 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+11
Holders Change %
+2.46%
% of All Funds
12.22%
Holding in Top 10
73
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.39%
% of All Funds
1.95%
New
49
Increased
153
Reduced
189
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$50.5M
2
Morgan Stanley
Morgan Stanley
New York
+$40.7M
3
AssetMark Inc
AssetMark Inc
California
+$34.1M
4
UBS Group
UBS Group
Switzerland
+$25.5M
5
Barclays
Barclays
United Kingdom
+$23.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$121M
2
WI
WBI Investments
New Jersey
-$55.7M
3
CC
Courier Capital
New York
-$51.5M
4
BIT
BlackRock Institutional Trust
California
-$50.7M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$45M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBH
376
Segall Bryant & Hamill
Illinois
$269K +$5.28K +100 +2%
MBT
377
Monroe Bank & Trust
Michigan
$261K -$180K -3,410 -41%
AGA
378
Accuvest Global Advisors
Utah
$259K -$233K -4,410 -47%
AA
379
Advisory Alpha
Michigan
$255K +$255K +4,840 New
SPC
380
Sigma Planning Corp
Michigan
$253K -$8.74K -166 -3%
WRM
381
Westport Resources Management
Connecticut
$252K -$13K -246 -5%
OC
382
Oakworth Capital
Alabama
$247K – – –
CIM
383
Confluence Investment Management
Missouri
$246K – – –
CWM
384
Concert Wealth Management
California
$244K +$105 +2 +0%
MFBTD
385
MB Financial Bank - Trust Department
Illinois
$233K -$106K -2,000 -31%
HCM
386
Harvest Capital Management
New Hampshire
$232K -$52.7K -1,000 -19%
ACI
387
Alpha Cubed Investments
California
$230K +$526 +10 +0.2%
PCM
388
Parsons Capital Management
Rhode Island
$229K – – –
AIP
389
Ameritas Investment Partners
Nebraska
$228K +$136K +2,578 +147%
WCM
390
Wealthcare Capital Management
Virginia
$228K +$228K +4,326 New
IA
391
IFP Advisors
Florida
$227K -$4.32M -163,560 -95%
RT
392
Reliance Trust
Georgia
$225K – – –
MPAM
393
Murphy Pohlad Asset Management
Minnesota
$224K – – –
SS
394
Simplicity Solutions
Minnesota
$223K -$311K -5,912 -58%
CBU
395
CIBC Bank USA
Illinois
$222K -$132K -2,500 -37%
IC
396
Iconiq Capital
California
$216K – – –
BAM
397
Bruderman Asset Management
New York
$213K – – –
SWP
398
Stratos Wealth Partners
Ohio
$210K -$73.3K -1,390 -26%
HFS
399
Haverford Financial Services
Pennsylvania
$204K +$204K +3,866 New
PPSG
400
Princeton Portfolio Strategies Group
New Jersey
$200K +$200K +3,800 New
14 15
16
17 18