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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

417 hedge funds and large institutions have $6.51B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 127 increasing their positions, 184 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
-3
Holders Change %
-0.71%
% of All Funds
11.12%
Holding in Top 10
58
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.69%
% of All Funds
1.55%
New
44
Increased
127
Reduced
184
Closed
41
Calls
–
Puts
$264K
Net Calls
-$264K
Net Calls Change
-$1.12M

Top Buyers

1
SR
Swiss Re
Switzerland
+$160M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$111M
3
UCFA
United Capital Financial Advisors
Texas
+$88.1M
4
FEG
Fund Evaluation Group
Ohio
+$29.9M
5
JCM
Janney Capital Management
Pennsylvania
+$26M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$62.4M
2
JIR
James Investment Research
Ohio
-$45.4M
3
Wells Fargo
Wells Fargo
California
-$45M
4
Bank of America
Bank of America
North Carolina
-$30.8M
5
MNA
Manning & Napier Advisors
New York
-$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
401
Focused Wealth Management
New York
$26K – – –
CFN
402
Cordasco Financial Network
Florida
$23K – – –
WEC
403
Winslow Evans & Crocker
Massachusetts
$22.4K – – –
BBPWM
404
Blue Bell Private Wealth Management
Pennsylvania
$21K – – –
CI
405
Clal Insurance
Israel
$20K – – –
CAL
406
Capital Advisors Ltd
Ohio
$20K – – –
EFS
407
Edelman Financial Services
Virginia
$16K -$9.03K -176 -36%
WA
408
WealthTrust-Arizona
Arizona
$15K +$15K +278 New
BRWM
409
B. Riley Wealth Management
Tennessee
$13K – – –
WA
410
WFG Advisors
Texas
$12K -$270K -5,134 -96%
HF
411
Hoxton Financial
West Virginia
$11K – – –
RWA
412
Ropes Wealth Advisors
Massachusetts
$9K +$9K +168 New
SGC
413
South Georgia Capital
Illinois
$7K – – –
CYG
414
Clean Yield Group
Vermont
$4K +$4K +70 New
CHC
415
City Holding Co
West Virginia
$3K – – –
WP
416
WealthPLAN Partners
Nebraska
$3K +$3K +62 New
DW
417
Domani Wealth
Pennsylvania
$2.76K +$2.76K +582 New
MA
418
MCF Advisors
Kentucky
$2K – – –
JFA
419
JNBA Financial Advisors
Minnesota
$2K – – –
ECML
420
Eagle Capital Management (Louisiana)
Louisiana
– -$21.7M -411,776 Closed
WPC
421
White Pine Capital
Minnesota
– -$13.4M -254,284 Closed
DC
422
Deere & Company
Illinois
– -$9.57M -182,000 Closed
SFG
423
Sage Financial Group
Pennsylvania
– -$5.77M -109,720 Closed
AT
424
Arden Trust
Delaware
– -$5.57M -105,862 Closed
Deutsche Bank
425
Deutsche Bank
Germany
– -$3.18M -60,394 Closed
15 16
17
18 19