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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

418 hedge funds and large institutions have $6.68B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 138 increasing their positions, 171 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
11.27%
Holding in Top 10
60
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.45%
% of All Funds
1.62%
New
36
Increased
138
Reduced
171
Closed
28
Calls
–
Puts
$327K
Net Calls
-$327K
Net Calls Change
-$63K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$114M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$93.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$56.6M
4
JIR
James Investment Research
Ohio
+$34.1M
5
Stifel Financial
Stifel Financial
Missouri
+$28.3M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
-$41.5M
2
Bank of America
Bank of America
North Carolina
-$26.2M
3
JCM
Janney Capital Management
Pennsylvania
-$26M
4
BA
BlackRock Advisors
Delaware
-$23.4M
5
MNA
Manning & Napier Advisors
New York
-$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
401
Winslow Evans & Crocker
Massachusetts
$26.7K +$4.41K +84 +20%
FWM
402
Focused Wealth Management
New York
$26K – – –
CFN
403
Cordasco Financial Network
Florida
$23K – – –
LNB
404
Ledyard National Bank
$21K -$20.5K -390 -49%
BBPWM
405
Blue Bell Private Wealth Management
Pennsylvania
$21K – – –
CI
406
Clal Insurance
Israel
$20K – – –
CAL
407
Capital Advisors Ltd
Ohio
$20K – – –
WA
408
WealthTrust-Arizona
Arizona
$15K – – –
EFS
409
Edelman Financial Services
Virginia
$13K -$3.9K -72 -23%
HF
410
Hoxton Financial
West Virginia
$11K – – –
RWA
411
Ropes Wealth Advisors
Massachusetts
$9K – – –
TCOV
412
Trust Company of Vermont
Vermont
$9K +$9K +170 New
SGC
413
South Georgia Capital
Illinois
$7K – – –
CFA
414
Camarda Financial Advisors
Florida
$6K +$6K +110 New
CHC
415
City Holding Co
West Virginia
$3K – – –
JFA
416
JNBA Financial Advisors
Minnesota
$2K – – –
MA
417
MCF Advisors
Kentucky
$2K – – –
TFA
418
Transamerica Financial Advisors
Florida
$1K -$276K -552 -100%
WA
419
WFG Advisors
Texas
$1K -$7.14K -200 -88%
FHC
420
First Heartland Consultants
Missouri
$431 -$19 -368 -4%
JCM
421
Janney Capital Management
Pennsylvania
– -$26M -492,244 Closed
BCM
422
Bluefin Capital Management
New York
– -$15M -284,762 Closed
RJFSA
423
Raymond James Financial Services Advisors
Florida
– -$9.26M -175,550 Closed
FNBOH
424
First National Bank of Hutchinson
Kansas
– -$8.97M -170,030 Closed
FAAM
425
First Allied Asset Management
California
– -$6.68M -127,026 Closed
14 15 16
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