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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

582 hedge funds and large institutions have $7.54B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 185 increasing their positions, 228 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+48
Holders Change %
+8.99%
% of All Funds
13.22%
Holding in Top 10
73
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.8%
% of All Funds
1.66%
New
94
Increased
185
Reduced
228
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$137M
2
Stifel Financial
Stifel Financial
Missouri
+$32.2M
3
MMI
Matson Money Inc
Ohio
+$31.4M
4
SFG
Sage Financial Group
Pennsylvania
+$18.2M
5
Wells Fargo
Wells Fargo
California
+$16.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$284M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$79.7M
3
Goldman Sachs
Goldman Sachs
New York
-$79M
4
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$64.9M
5
RIG
RiverFront Investment Group
Virginia
-$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TL
376
TrueWealth LLC
Georgia
$523K +$523K +10,014 New
MRCM
377
M&R Capital Management
New Jersey
$522K – – –
SPC
378
Sigma Planning Corp
Michigan
$517K -$144K -2,758 -22%
APP
379
Avantax Planning Partners
Iowa
$511K -$400K -7,664 -44%
MWM
380
Mascoma Wealth Management
New Hampshire
$507K -$56.4K -1,084 -10%
FA
381
Forefront Analytics
Pennsylvania
$501K +$501K +9,580 New
PP
382
Pegasus Partners
Wisconsin
$497K +$20.9K +400 +4%
OFG
383
OmniStar Financial Group
North Carolina
$496K +$496K +9,490 New
NAM
384
North American Management
Massachusetts
$488K -$4.6K -88 -0.9%
AWA
385
ARS Wealth Advisors
Florida
$488K -$1.57K -30 -0.3%
CAM
386
Covenant Asset Management
New Jersey
$484K – – –
AF
387
Aldebaran Financial
$474K – – –
TIM
388
Tortoise Investment Management
New York
$473K -$5.12K -98 -1%
NEPPG
389
New England Professional Planning Group
Rhode Island
$473K +$473K +9,064 New
WPA
390
West Paces Advisors
Georgia
$472K – – –
VWA
391
V Wealth Advisors
Kansas
$466K +$17.2K +330 +4%
AWM
392
AllSquare Wealth Management
New York
$464K – – –
CIC
393
Carnegie Investment Counsel
Ohio
$454K +$52.1K +1,000 +13%
BAS
394
Brown Advisory Securities
Maryland
$448K -$7.22K -138 -2%
SCG
395
Sonata Capital Group
Washington
$442K -$8.37K -160 -2%
AFC
396
AFT Forsyth & Company
Florida
$435K +$435K +8,320 New
KCP
397
KDI Capital Partners
North Carolina
$434K +$434K +8,296 New
TJHA
398
Thomas J. Herzfeld Advisors
Florida
$432K +$432K +8,274 New
IP
399
Investment Partners
Ohio
$430K -$33.4K -638 -7%
FMC
400
First Merchants Corp
Indiana
$429K -$5.23K -100 -1%
14 15
16
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